ACCOUNTING FIRM PROFILE

 
Business Name: * - Required
Contact Name: * - Required
Phone: * - Required
E-mail: * - Required
Please indicate the following:
# of CPA professionals:
# other full-time professional staff:
# part-time employees:
Limits required $
Annual Firm Revenue:
Under $ 2 Million
Over $2 Million
Please check the coverage on your current Insurance Renewal/Areas of Interest:
Property Employment Practices Liability
General Liability Directors & Officers
Professional Liability Umbrella
Please specify any other areas of interest:
Professional Liability is placed with:
Carrier:  
Agency:  
Renewal Date: * - Required
Date Firm Est.:  
Other Business Insurance is placed with:
Carrier:  
Agency:  
Renewal Date: * - Required
 
* Please email current renewal application (or last year's full application) along with Declarations page from current policy.
Security Code:
Enter security code: