Leave your email so that your quotes will be sent directly to your inbox.
We won't spam you, we hate it too.
Prefer to speak with a CoverWallet consultant? Call (646) 844 -9933 anytime.
Essential coverages to meet client demands
Get protected against employment-related issues
All Standard plan benefits and:
*plus Workers Compensation
Errors and Omissions (E&O) is a type of insurance that protects your business and your employees from the claims made by your clients for negligent actions or inadequate work. This helps most if your employees have provided poor advice to a client that causes them financial loss. The insurance protects your business from the full cost of defending your business.
Cyber Liability insurance will cover your business for a data breach in which the customers' sensitive information, like Social Security or credit card numbers, are exposed or stolen by a hacker or criminal who has gained access to your network.
General Liability insurance covers the cost of third-party property damage, personal or bodily injury, advertising mistakes, and other related risks. It covers your business from the full cost of defending from these risks, so you don’t have to.
Establishments in this industry provide a large number of financial services. Services include the buying and repackaging of loans, trust, fiduciary and custody services, portfolio management, investment advice, and electronic fund transfers. This industry is comprised of businesses such as banks, fiduciary agencies, mutual fund management companies, and private financial advisors.
There are a lot of risks that financial and investment advisers can face. As you provide financial and investment advice to clients, there is a risk of errors and omissions in your activity. Yes, investments have risks, but when your business makes a mistake, these risks are the responsibility of your business. If that happens, your business will pay for the court fees and any settlements awarded. With insurance, the costs will be covered up to the limits of your policy so you don’t have to pay out of pocket.
Financial advisers provide clients advice in their investments. If your advice did not produce the results that you projected it could cause a huge financial loss for your clients. Other risks that your business could face include:
These are just a few of the many risks that your business could face.
The cost of your insurance depends on the services you offer, the number of employees you have, the coverage you need and many other factors. To find out what your insurance costs, apply online to get a free quote or contact our customer service representatives.
CoverWallet utilizes state of the art technology to help small businesses understand and buy customized coverage, get significant savings and conveniently manage their insurance, in a matter of minutes, all through our online platform.
You wanted better protection and cheaper pricing. So did we. We baked that dream into everything we've set out to accomplish in building our award winning platform.
We have one! How much could we have really improved the insurance purchase process? Try us! We ask only the questions you need to answer, nothing more.
We've built all our fancy tech from scratch, which allows us to get you certificates on demand, free of charge, and for us to find you savings.