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Accountant and Bookkeeper Insurance Program from First Choice Insurance Intermediaries First Choice Insurance Intermediaries, Inc. offers a focused insurance solution for accounting professionals through our Accountant and Bookkeeper Insurance program. Built for independent agents and brokers, this program provides targeted coverage for a wide range of accounting services, access to top carriers, and a streamlined quoting process so you can place your clients’ business quickly and confidently. Ideal Accounts and Eligible Professions This program is best 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 view the full list of eligible professions, see 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 This program includes core coverages 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: Includes third-party discrimination coverage with a $100,000 limit (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 offered on an admitted basis in select states, giving insureds the option of regulated, admitted paper where available. Underwriting Notes We target low- to moderate-risk accounting exposures with clean loss histories. This program is not intended for firms that perform high-risk financial services such as investment advising, SEC-level auditing, or other high-exposure work. Good examples of fit: A small CPA firm that provides tax preparation and bookkeeping for local businesses An independent bookkeeper who contracts with multiple small clients 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 specific coverages such as BOP can vary by state and by carrier. Why Work with First Choice Insurance Intermediaries As a wholesale broker, First Choice Insurance Intermediaries, Inc. combines deep expertise in professional liability with market access to top-rated carriers. We focus on responsive service and practical underwriting guidance so you can place accounting and bookkeeping risks efficiently. Whether you are submitting a straightforward solo practitioner or managing a book of small firm accounts, we offer the placement support and admitted/non-admitted options to help you get the business bound. 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 and clean loss histories. Are there any professions that are not eligible?Yes. The program excludes financial or pension auditors, SEC/public auditors, registered financial advisors, and firms involved in mergers, acquisitions, or tax shelter planning. Is BOP coverage available in all states?No. BOP is restricted in a number of states—refer to the BOP exclusion list above or contact us for state-specific availability. Can I access other professional liability markets through First Choice?Yes. We offer access to more than 180 professional classes through partner carriers. View the Appetite Guide for additional eligible classes. What carriers are used for this program?We work with top-rated admitted and non-admitted carriers depending on state and account profile to provide the best available options for your clients. Need help placing an account? Connect with a market specialist.

Professional Liability Insurance Solutions from Worldwide Facilities In today’s complex risk environment, businesses, professionals, and organizations need tailored insurance solutions that go beyond general liability. Worldwide Facilities, LLC offers specialized Professional Liability Insurance through our dedicated Management and Professional Liability division. With access to a wide network of top-rated carriers and niche underwriters, we help agents and brokers secure comprehensive protection for a wide range of professional exposures. As a trusted Managing General Underwriter and E&S Broker, we bring deep expertise and market access to help you place even your most challenging accounts. From small firms to large corporations, we provide customized options to manage the financial risks associated with alleged errors, omissions, misstatements, or failure to perform professional services. Ideal Accounts and Industry Appetite Our Professional Liability Insurance program is designed for a broad mix of industries and professional services. We are particularly strong in placing coverage for: Consultants and Contractors Legal and Financial Institutions Healthcare and Medical Billing Services Marketing, Media, and Technology Firms Education, Nonprofits, and Public Entities Real Estate and Property Management Pension Plans and Private Equity Telecom, Energy, and Utilities Whether you’re working with a regional marketing agency, a startup tech firm, or a nonprofit seeking protection for its board, we can help you find the right market and coverage structure. Coverage Highlights and Advantages We offer flexible policy structures and broad coverage options that include: Professional Liability (E&O) Directors and Officers (D&O) Employment Practices Liability (EPL) Cyber Risk and Data Breach Fiduciary Liability and Employed Lawyers Specialty Add-ons like Crime/Fidelity, IP, Reps & Warranties, and Tenant Discrimination We also offer niche coverage solutions such as Active Shooter, Foodborne Illness, and Stand-Alone Extended Reporting Periods, making us a strong partner for agents with complex or emerging risk profiles to place. Underwriting Approach Our underwriting team focuses on real-world risk factors, not just checkboxes. We evaluate each submission on its merits and work closely with agents to structure terms that meet the client’s needs. While minimum premiums vary by risk and market, our wide access to both admitted and surplus lines markets gives us the flexibility to consider a broad range of account sizes. Available Nationwide This program is available in all 50 states and Washington, DC. With access to most available markets, we can help you place accounts regardless of geography, including those located in challenging or E&S-heavy jurisdictions. Why Partner with Worldwide Facilities With decades of experience and specialization in executive and professional liability, Worldwide Facilities delivers value to agents and brokers through market insight, responsive service, and access to exclusive underwriting talent. Whether you’re placing your first D&O policy or need to restructure coverage for a multi-state consulting firm, we’re ready to support you with expert guidance and fast turnaround. Visit our website for additional info. Contact Our Team Joe Robuck SVP, Executive Liability (213) 236-4519 [email protected] Jeremy Huang Vice President (949) 450-7967 [email protected] Lines of Business Associations Auto Dealerships Bars / Restaurants Cannabis Consultants Contractors Education Energy Entertainment Financial Institutions Healthcare Health & Fitness Hospitality Manufacturers Marketing & Media Companies Native/Tribal Organizations Nonprofit Organizations Pension Plans Pharmaceuticals & Nutraceuticals Private Equity Professional Services Public Entities Real Estate Retail Technology Telecom Utilities Wholesalers & Distributors Coverages Cyber Risk Directors and Officers (D&O) Employment Practices Liability (EPL) Errors and Omissions (E&O) Professional Liability Niche & Specialty Coverage Active Shooter Crime / Fidelity Employed Lawyers Excess on Any Line of Business Foodborne Illness Fiduciary Liability Intellectual Property Kidnap & Ransom Medical Billing Patent Coverage Public Officials Reps and Warranties Stand-Alone Extended Reporting Period Tenant Discrimination Trade Credit Frequently Asked Questions What types of accounts are a good fit for this program?This program is ideal for professional service firms, nonprofits, public entities, tech companies, consultants, and industries with executive or management exposures. Can this program accommodate smaller businesses or startups?Yes, Worldwide Facilities works with accounts of all sizes and can tailor coverage to meet the needs of small and mid-sized businesses as well as startups. Are both admitted and non-admitted markets available?Yes, we have access to most available markets, including both admitted and non-admitted carriers, providing flexibility on pricing and terms. Is the program available nationwide?Yes, this program is available in all 50 states and Washington, DC. What types of coverage enhancements are available?Enhancements may include EPLI, D&O, Cyber, Crime/Fidelity, IP protection, and other specialty endorsements depending on the risk and carrier. Need help placing an account? Connect with a market specialist.

By The Cover® is Brownyard Group's specialized insurance program designed exclusively for libraries. Developed in partnership with library insurance experts with decades of industry experience, the program addresses the unique risks faced by libraries with comprehensive, competitively priced insurance solutions. Policies are written through highly rated insurance carriers and are available through insurance agents and brokers. Who We Insure: Public Libraries Private Libraries Research & Academic Libraries We’re ready to review your submissions today. Send full applications to [email protected] for clients you think might fit our program. https://brownyard.com/insurance-programs/libraries-insurance/ CORE COVERAGES General Liability Employee Benefits Liability Extended “Bodily Injury” Definition Broadened Named Insured Broad Additional Insured Medical Payments for Athletic Participants Good Samaritan Coverage for Medical Emergencies Abuse or Molestation Coverage Limits to $1M per occurrence/$3M aggregate Business Auto The Brownyard Business Auto Program is designed especially for the Library industry and offers: Broad “Who is Insured” Coverage Broad “Covered Auto Liability” Coverage Broad “Towing and Labor Costs” Coverage Plus many other enhancements to coverage Commercial Property Coverage on Buildings, Contents, Loss of Income, and Extra Expense Flood or Backup of Sewers and Drains – $25,000 Ordinance or Law coverage – included up to building limit Coverage for Property of Others in your Care, Custody and Control Fine Arts – $35,000 Property in Transit -$50,000 Donation Assurance -$25,000 Property Off-Premises – $500,000 Inland Marine The Inland Marine Program is designed to offer Mobile Property coverage including: Library Book Floater (Borrowed Materials) Unscheduled Equipment Scheduled Equipment Electronic Data Processing Coverage Accounts Receivable Valuable Papers Employee Dishonesty (Crime) Employee Dishonesty is offered to protect against service contractor employees who perpetrate dishonest acts against their customers. This can cover: Administrators of Employee Pension and Benefit Plans Employee Theft/Forgery Money and Securities Computer Fraud Also Available: Directors & Officers (D&O)/Employment Practices Liability (EPLI) Wage & Hour Coverage Excess Liability Provides coverage over all of the underlying package policies