| InsurePro offers specialized management liability coverage for the Investment Adviser industry. We are one of a select few brokers specializing in this field.
The risk of serious legal assessments caused by service or professional mistakes makes E&O/D&O insurance an absolute necessity in the Investment Adviser industry.
Our extensive financial services industry experience allows us to to leverage our deep insurance company relationships, customize protection to meet specialized needs and provide superior service to non-specialized brokers.
InsurePro is committed to building long-term, consultative relationships with our clientele, and providing the high level of personal attention and confidentiality that our adviser clients expect and require.
Highlights:
- 20 years of experience insuring investment advisers.
- Complimentary review and analysis of existing coverage.
- You work directly with principals of the firm both before and after the sale.
- Well-established company: 4th generation privately held firm opened in 1895.
- As a brokerage firm, InsurePro represents all the insurance markets to the adviser community, so we can market your account aggressively and secure the best pricing available.
- Free Investment Adviser Liability Insurance recommendations and advice available online through Coverage Coach
- We work only with Best's A rated carriers like Chubb, Travelers and XL.
- InsurePro can also meet all your other business insurance needs including, but not limited to: business package, workers compensation, group health, umbrella liability and key man.
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