People trust you with their money, livelihood & future
Financial advisors. Claims adjusters. Compliance consultants. Investigators. You analyze, advise, and make calls that move money and shape outcomes. When someone questions those calls, and they will, your professional liability is on the line.
Up to $1M
Professional Liability
1,104
Job Titles Covered
1 day
To Coverage
1104 TITLES COVERED
From the analyst’s desk to the courtroom floor
Analysis, Advisory & Consulting
Your report moved the needle. Now they’re questioning the data.
A due diligence report misses a material risk and a deal closes at the wrong price. A forensic investigation’s findings are challenged in litigation. A sector analyst’s advisory triggers an investment that underperforms. When your analysis shapes decisions worth millions, the gap between your conclusion and the outcome becomes your liability.
Business Analyst
Advisory Consultant
Due Diligence
Forensic Investigator
Sector Analyst
Economic Analyst
Background Investigator
Fraud Investigator
Valuation Consultant
Market Research
Accident Reconstruction
Aviation Analyst
Analysis that misses something material — Professional Liability (E&O) insurance addresses claims when your report, investigation, or advisory overlooks a risk that causes financial loss.
Findings challenged in litigation — coverage for defense costs when your expert report, investigation, or testimony is disputed in legal proceedings.
Client contracts require E&O Insurance — enterprise, law firm, and government clients won’t engage analysts or investigators without proof of coverage.
Accounting, Tax & Financial Services
A decimal point in the wrong place is a six-figure claim.
A tax preparer misses a deduction and a client gets audited. A bookkeeper’s error overstates revenue and a loan gets called. A financial advisor’s recommendation underperforms and the client alleges negligence. Accounting and financial professionals handle other people’s money — and every number has a consequence.
Accountant / CPA
Tax Preparer
Bookkeeper
Enrolled Agent
Financial Advisor
Wealth Manager
Fractional CFO
Payroll Services
Auditor
Investment Advisor
Retirement Planner
Budget Analyst
Filing errors and missed deadlines — E&O exists to address issues arising from when your tax work, bookkeeping, or financial reporting that lead to client’ penalties or financial loss.
Client data is existential — $250K cyber liability for SSNs, bank accounts, and financial records. Tax and accounting firms are top breach targets.
Fiduciary duty is personal — E&O coverage for allegations of mismanagement for retirement plans, investments, and client portfolios.
Legal, Compliance & Policy
Your compliance advice failed to prevent the violation.
A paralegal’s research misses a key precedent. A compliance consultant’s framework doesn’t prevent an OSHA citation. A mediator is accused of bias. A policy advisor’s recommendation creates unintended consequences. Legal-adjacent professionals navigate regulations that carry real penalties — and when guidance falls short, the professional who gave it is first in line.
Paralegal
Compliance Consultant
Mediator
Arbitrator
Regulatory Consultant
Hearing Officer
Contract Administrator
Policy Advisor
Diplomat
Immigration Services
Notary
Advocacy Services
Compliance advice that doesn’t prevent violations — E&O insurance can address claims when your regulatory guidance or policy recommendation fails to avert the outcome it proposed.
Contract and review errors — coverage when your contract review, legal research, or documentation misses something material that leads a client to believe they’ve suffered a financial loss.
Firms and attorneys require E&O — law firms, government agencies, and corporate clients require proof of professional liability before engaging.
Insurance, Risk & Claims
You assess other people’s risk. Who assesses yours?
A claims adjuster’s settlement is challenged as inadequate. An insurance consultant recommends coverage to their client that leaves a gap. A credit counselor’s advice allegedly leads to a default. An underwriter’s risk assessment is alleged to be wrong and a policy pays out when it shouldn’t. Insurance and risk professionals live in the liability business, and somehow forget to cover themselves.
Claims Adjuster
Insurance Consultant
Risk Manager
Loss Adjuster
Actuary
Underwriter
Credit Counselor
Debt Consultant
Bail Bond Agent
Surety Agent
Collections Specialist
Benefits Investigator
Claims handling and settlement disputes — E&O covers when a policyholder or claimant alleges your adjustment, assessment, or settlement was inadequate.
Coverage advice that leaves gaps — coverage when your recommendation or risk assessment fails to protect the client adequately.
Carriers and agencies require personal E&O — independent adjusters, consultants, and agents need their own coverage beyond any employer policy.
And Hundreds More
Don’t see your job title? We probably cover it.
With 1,104 job titles in this category, we cover financial services professionals most insurers wouldn’t know how to classify. Here’s a sample.
Real Estate Appraiser
Property Manager
Mortgage Broker
Title Agent
HOA Manager
Escrow Officer
Jewelry Appraiser
Art Appraiser
Business Broker
Association Manager
Grant Writer
Chamber of Commerce
Campaign Services
Attaché Services
Process Server
Bursar
Night Auditor
Stenographer
Asset Search
Bio-Security
X-Pat Consultant
Budget Review
Certified Planner
Acquisition Manager
Fund Administrator
Trading Analyst
Gumologist
Business Karma Therapist
Can’t find your title? Get a quote online, and we’ll confirm your coverage instantly.
What’s Included
30 protections, one price
Every financial professional gets the same comprehensive coverage. No add-ons, no à la carte.
We’re showing the protections that matter most in your field, but all 30 are built into every policy. View all 30 coverages explained
Your advice moves money.
Make sure you’re covered when it moves wrong.
1,104 financial, legal, and policy job titles covered. 30 protections. Next-day coverage. One flat price. Backed by Lloyd’s of London.