Financial Services Insurance

Insurance Canopy policies are designed to shield your financial services business from common third-party risks in advisory work, including:

• General Liability Coverage for third-party bodily injury or property damage, like a client slip-and-fall at your office or damage at a client site
  
  
• Professional Liability Coverage (E&O) for allegations of errors, omissions, misstatements, or negligence in your advice

Financial Services Insurance typically includes general liability insurance and errors and omissions insurance, also known as professional liability insurance coverage. These coverages work together to protect you against incidents you could be held liable for as a result of your financial services work.

The cost of your financial services premium depends on your services, revenue, location, claims history, and selected limits and add-ons. You’ll see your price before purchase on the online application. Choose monthly or annual payments to fit your budget.