NAIFA Professional Liability Insurance Program
NAIFA members have a wide variety of professional liability needs given the diverse nature of their businesses in today's financial landscape.
Whether you are an individual agent or an entity with multiple licensed professionals, the NAIFA E&O Program is designed to provide options to meet your varied professional needs and exposures to risk.
NAIFA now offers four program options designed for today's diverse financial professionals.
Thousands of NAIFA members and insurance professionals have chosen to protect their business with the NAIFA Professional Liability Insurance Program.
Explore Your Coverage OptionsCoverage Options for NAIFA Members
The NAIFA Professional Liability Insurance Program offers four coverage solutions designed to address the needs of today's financial professionals.
Individual Agents
Exclusive group master policy for individual life & health agents
- First Dollar Defense
- A+ (Superior) XV AM Best rated carrier
- Deductibles as low as $500
- Regulatory Defense Extension
- Cyber Extension included
Agency Coverage
E&O program for agencies, firms, and dual-licensed agents
- First Dollar Defense available
- Defense Costs Outside Limits
- Low Capped Deductible (2X Aggregate)
- Cyber Coverage Option
- Employment Practices Liability Option
RIA Coverage
Competitive E&O for Registered Investment Advisors
- Premiums as low as $1,250
- Individual firm limits
- Life Insurance Agent coverage included
- Cyber & Social Engineering options
- $25k Data Incident sublimit included
Cyber Insurance
Comprehensive cyber liability and data breach coverage
- Purchase online in minutes
- Network & Information Security
- Ransomware & Cyber Extortion
- Breach Coach Hotline
- Free Security Risk Assessment
You'll be transferred to our secure partner portal to complete enrollment.
We're Here When You Need Us
Lancer Claims Services specializes in the handling of liability insurance claims, with an emphasis on errors and omissions claims.
With more than 35 years of experience providing innovative claim management solutions, clients can expect personalized service and exceptional results from a team of dedicated professionals.
Skilled Adjusters
Our adjusters are highly skilled insurance claim professionals and lawyers who understand the underlying business of the insured, as well as the legal and regulatory environment in which the professional or firm operates.
Focused Claims Handling
Our claims professionals are organized by professional specialties, providing focused claims handling for insureds in each profession.
In addition to our experienced team, Lancer's technical capabilities provide a unique advantage in claim handling. Proprietary claim administration technology enables efficient online claim handling while providing managers with performance monitoring and customized reporting for underwriters, program sponsors, and risk managers.
Lancer Claims Services is committed to consistent client satisfaction through customized claim management solutions, advanced technology, and service excellence.
Protect Your Business. Strengthen Your Practice.
Access resources designed to help NAIFA members better understand professional liability exposures and manage risk.
Questions About the NAIFA Professional Liability Insurance Program?
Our team is here to help with coverage questions, enrollment, certificates, claims, and other program-related needs.
Contact CalSurance