Providing Professional Peace of Mind

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Professional Guard™ for the solo practitioner who:

  • has no employees (can have spouse working for business)
  • can have contractual relationships with other peers who prepare work as directed by covered Owner,
  • provides any of the following service lines:
    • tax preparation
    • compilation, review, audit preparation of financial statements for closely held / private companies
    • business valuation
    • litigation support
    • other consulting services

Professional Guard™ is perfectly sized for the solo practitioner who does not have employee risk beyond the sub-contractor coverage included in the Errors & Omissions coverage, and may require a Business Owners Plan and/or Cyber and Network Liability Coverage for cyber risk & e-data coverage.

Features

  • Named insured includes coverage for sub-contractors
  • One annual deductible in place of the typical per claim deductible.
  • Easy, automatic renewal. Reapplication is not required unless you wish to make major changes to your existing coverage (subject to change).
  • Protection against punitive, multiple, or exemplary damages.
  • Legal defense costs are paid in addition to the policy limits - this is termed as "Defense Outside the Policy".
  • Flexible claims handling process, giving you the option to recommend defense counsel.
  • Modified consent to settle (hammer) clause which allows insured's reasonable refusal to settle claims.
  • Trial reimbursement coverage of $60/hr paid to the insured.
  • Disciplinary proceedings converage, limit up to $37,500 per policy year.
  • Includes errors and omissions coverage for notaries.
  • Consultant and personal financial planner included in definition of Professional Services.
  • Coverage available for services rendered to clients in which the Insured holds an equity interest (up to 15%).
  • If the policy is not renewed by the insured or the carrier, the 60-Day Extended Reporting Period Limit is reinstated to full policy coverage.
  • Innocent Insured coverage.
  • Applicable deductible reduced by 50% if a claim is resolved through mediation process.
  • Access to Loss Assistance Hotline, providing up to two free hours of legal consultation (per policy period).
  • Prior acts protection for qualifying companies that have maintained continuous claims-made coverage to match prior carrier coverage.

Eligibility

As a NACVA member in good standing, you are eligible for coverage if your practice meets the following criteria:

  • Is not registered in Louisiana.
  • Has provided previous claims history.
  • Does not provide audit services to publicly-traded companies.

If you do not meet these qualifications, you may still be eligible for coverage. Please submit a quote form and one of our insurance experts will help you with your options. All NACVA members received a discounted premium rate on their professional errors and omissions liability insurance quotes. Click here to become a member of NACVA.

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