Professional Insurance
1st Choice+ for Accounting Professionals
In the performance of your duties as a bookkeeper, tax preparer or Certified Public Accountant, your clients rely on your expertise to help navigate the ever changing tax and audit landscape.
By choosing Travelers 1st Choice+SM for Accounting Professionals, a new state-of-the-art professional liability policy, you can be protected from existing and emerging exposures. Travelers has solid financial strength and more than 20 years of expertise in the accounting professional liability industry, so you can be assured that you have knowledge and stability on your side.
Our target markets include:
• Accounting Professionals
• Bookkeepers
• Enrolled agents
• Tax preparers
• Small and mid-sized accounting firms
Coverage Features
Pre-Claim Assistance
Covers expenses associated with the evaluation and mitigation of a potential claim. The limit of liability or the deductible do not apply to pre-claim expenses.
Network and Information Security Offense Coverage
Covers claims for the transmission of a computer virus; claims for the failure to control access to the insured’s computer or network; and the failure to prevent unauthorized access to, or use of, data containing confidential information of others.
Broad Professional Services Definition
Professional Services definition includes accountant or accounting consultant, investment advisor, enrolled agent, personal fiduciary, and arbitrator/mediator.
Crisis Event Expense Reimbursement
Reimburses costs of consulting services of a public relations firm incurred in response to a crisis event that has had a material adverse impact on the named insured’s reputation. A crisis event includes the death or departure of principal, potential dissolution of the named insured, workplace violence, or other event that has a material adverse effect on the named insured’s reputation.
Personal Fiduciary Coverage
Extension of coverage to insureds who are an executor, administrator, or representative of an estate.
Limited Trustee Coverage
Extension of coverage to insureds while acting as trustee of an individual, family or charitable trust.
To Purchase Insurance From Travelers
To purchase insurance from Travelers, contact your independent insurance agent or broker. We choose independent agents based on their expertise and ability to provide high quality customer service. Find an agent or broker near you.
