
Coverage Features
The CPA Edge PlanSM provides accounting firms with a greater scope of coverage than our competitors. A complete specimen copy of our policy is available below for your review, as well as a summary of key advantages.
Coverage Form [PDF]
Apply for coverage and/or get a premium quote.
More Info Broad definition of "Who is an Insured" More Info Definition of a "Claim" More Info Unlimited Extended Reporting Period (ERP) Option More Info FREE unlimited ERP for disabled or deceased More Info FREE unlimited ERP for retirees More Info 60-Day opt-in period for ERPs More Info Deductible reimbursement More Info Broad definition of Alternative Dispute Resolution (ADR) More Info Costs associated with disciplinary matters More Info Costs associated with disciplinary matters - attorney fees More Info Loss of earning during a trial More Info Costs associated with responding to subpoenas More Info Exception to "Insured vs. Insured Exclusion" More Info Exception to "Property Damage Exclusion" More Info Misappropriation or commingling of client funds
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Pre-Claim Hotline
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Concerned about a malpractice or accounting exposure?
More Info
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