The CPA Protector Plan offers Certified Public Accountant firms competitively priced professional liability insurance with coverage designed to meet the dynamic needs of CPAs that offer either traditional or multi-dimensional base of professional services.
The CPA Protector Plan offers a two-tiered program designed to meet individual firm's needs: The Express Plan and The Select Plan.
EXPRESS
The Express Plan is available to CPA owned firms with 1 to 4 professionals and annual revenues up to $525,000.
This program is designed for small CPA firms providing traditional accounting services.
The Express policy includes the Additional Defense Cost Limit and Corporate Identity Protection coverages.
SELECT
The Select Plan offers CPA firms (that provide a more diverse array of professional services to a larger and more complex client base) additional coverage options designed to meet individual firm needs. Working with experienced underwriters you can customize coverage for your firm by choosing from a large selection of additional optional coverage forms, limits and deductibles. Broad coverage is available through the Select Plan.
The Select Plan is available to CPA owned firms with annual revenues up to $5 million.
Policy Features
- Broad definition of Professional Services
- Innocent Insureds protections
- Deductible reductions
- Regulatory Inquiry defense coverage
- Subpoena expense coverage
- Electronic Media coverage
- Coverage for Newly Acquired Entities
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Optional Coverages
- Employment Practices Liability
- Corporate Identity Protection
- Employee Dishonesty
- Non Profit Directorship Coverage for Defense Costs
- Additional Defense Cost Limit
- Annual Aggregate Deductible
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The statements above provide only
a brief overview of available coverages. Please refer to the actual
policy for complete details of coverage and exclusions.
The CPA Protector Plan is administered by B&B Protector Plans, Inc. a wholly-owned subsidiary of Brown & Brown, Inc. B&B Protector Plans, Inc. is a national administrator of property and casualty insurance solutions for professionals. ProTexn is part of B&B Protector Plans, Inc.
If you would like additional information
faxed or mailed to your office, please complete our online request form or go to
the Applications and Forms page to review or
download forms. Or, call us toll-free at (800) 441-9196 or (214) 691-8984
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