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First Choice Insurance Intermediaries, Inc.
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First Choice Insurance Intermediaries, Inc.
Contact Us
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Accountant and Bookkeeper Insurance

Accountant and Bookkeeper Insurance Program from First Choice Insurance Intermediaries

First Choice Insurance Intermediaries, Inc. offers a tailored insurance solution for accounting professionals through our Accountant and Bookkeeper Insurance program. Designed for independent agents and brokers seeking reliable markets, this program provides targeted coverage for a wide range of professional accounting services. With access to top carriers and a streamlined quoting process, we help you place your clients’ business quickly and confidently.

Ideal Accounts and Eligible Professions

This program is ideal for solo practitioners and small to mid-sized firms in the accounting and financial services space. Eligible professions include:
  • Bookkeepers
  • Certified Public Accountants (CPAs)
  • Financial Preparers
  • Management Accountants
  • Risk Advisory Accountants
  • Taxation Accountants
We also provide coverage for over 180 additional professional classes. To explore the full list of eligible professions, view our Appetite Guide. Ineligible classes include:
  • Financial or pension auditing
  • Mergers and acquisitions consulting
  • Public, SEC, or high net worth auditing
  • Registered financial advising
  • Tax shelter planning

Coverage Highlights and Advantages

Our program includes key coverages specifically designed for accounting professionals:
  • General Liability: $100,000 for damage to premises rented
  • Business Owner’s Policy (BOP): $100,000 for damage to premises rented
  • Professional Liability: $100,000 for third-party discrimination (available for accountant policies only)

*BOP coverage is not available in the following states: AK, AL, AR, DE, FL, HI, ID, IA, KS, KY, LA, ME, MS, MT, NE, ND, NH, NM, NV, OK, OR, RI, SC, SD, TN, UT, VA, VT, WA, WV, WY.

Coverage is available on an admitted basis in select states, providing your clients with trusted protection under regulated policies.

Underwriting Notes

We focus on low-risk professional accounting exposures with clean loss histories. This program is not suitable for firms involved in high-risk financial services such as investment advising or SEC auditing. Example accounts that are a good fit:
  • A small CPA firm offering tax preparation and bookkeeping services for local businesses
  • An independent bookkeeper working with multiple small clients on a contract basis

States Where Coverage is Available

This program is available in the following states: AL, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MD, MA, MI, MO, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA. Please note that availability of coverages such as BOP may vary by state.

Why Work with First Choice Insurance Intermediaries

As a trusted wholesale broker, First Choice Insurance Intermediaries, Inc. brings deep expertise and market access to the professional liability space. We understand the nuances of accounting-related risks and offer responsive service to help agents find the right solutions for their insureds. Whether you're placing your first account or managing a large book of professional service clients, we’re here to support your success.

Frequently Asked Questions

What types of accounts are a good fit for this program?

This program is ideal for small to mid-sized accounting firms, CPAs, bookkeepers, and financial preparers with low to moderate risk profiles.

Are there any professions that are not eligible?

Yes, the program excludes financial or pension auditors, SEC/public auditors, registered financial advisors, and those involved in mergers, acquisitions, or tax shelters.

Is BOP coverage available in all states?

No, BOP coverage is not available in certain states. Please refer to the list provided or contact us for state-specific details.

Can I access other types of professional liability markets through First Choice?

Yes, we offer access to over 180 professional classes. You can view our full appetite guide to see additional eligible professions.

What carriers are used for this program?

We work with top-rated carriers and provide access to both admitted and non-admitted options, depending on the state and account profile.

Need help placing an account? Connect with a market specialist.

U.S. States Available

  • U.S. States Available:
  • Provider Type:
    Wholesale Broker
  • Admitted:
    Some Available States
  • Carriers:
  • Carrier Ratings:
    All Carriers are “A” rated by AM Best
  • Commission:
    -
  • Min Premium:
    -

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CONTACT INFORMATION

LOCATION

820 A1A North, Suite 16E
Ponte Vedra Beach, FL 32082
866-821-9572
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First Choice Insurance Intermediaries, Inc. has other insurance programs like Commercial General Liability.