·
Review your current E&O policy. If you have
renewed coverage for several years without rereading your policy, your current
business activities may not be covered. Changes in your business, such as
providing additional services, may require additional coverage.
·
Look beyond the lowest premium quote. Identify
whether the policy offers the benefits you need in addition to competitive
rates.
·
Select a policy that will grow with your
business. Do you plan to offer additional services such as Financial Planning,
Life Insurance, etc.?
CalSurance has over 30 years of experience matching broker
dealers with the right E&O program. For more information about Broker
Dealer E&O insurance, or to discuss your insurance needs with one of our
Account Executives, please complete
a brief questionnaire here.
All
information provided in this blog is for informational purposes only. The
sources used are presumed accurate. CalSurance Associates, Brown & Brown
Program Insurance Services, Inc. and Brown & Brown, Inc. will not be liable
for any errors, omissions, losses, injuries or damages arising from its display
or use and will not assume responsibility for any misguided information. No
guarantees are implied.
