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Professional Liability Insurance
Endorsed by CSTC

Are you protected by a reliable professional liability insurance plan? As tax codes get increasingly complex and the question of who’s at fault becomes murkier in the post-pandemic age, your practice is vulnerable to a lawsuit or a client-related subpoena more than ever. It may be time to consider Travelers 1st Choice+® Professional Liability Insurance.

Whether you’re a bookkeeper, tax preparer, enrolled agent or CPA, Travelers offers an errors-and-omissions policy that can be tailored to fit your practice and budget with flexible liability limits, deductibles, and premium payment schedules.

The cost of defending a single lawsuit brought against your practice can be very costly, even if you prevail. Help protect yourself with a CSTC-endorsed professional liability plan, administered by Forrest T. Jones & Company (FTJ).

Don’t leave your business and potentially your personal finances at risk to legal fees or damages from a lawsuit. Travelers’ Accountants Professional Liability Plan addresses the exposures members most frequently face.

Besides the essential coverages for errors and omissions, Travelers 1st Choice+ also features:

  • Unlimited payment of defense costs outside a policyholder’s chosen liability limits.
  • A two-year policy period for most practices with annual revenues of $500,000 or less.
  • Zero-deductible options for all policy levels.
  • Liability limits up to $2 million for accountants participating in higher risk areas of practice.
  • Broad coverage. This policy protects against a wide array of potential liability claims and includes essential coverages such as subpoena response assistance, reimbursement of crisis event expenses, and pre-claim assistance.
  • Favorable pricing.  A quality professional liability insurance policy like Travelers 1st Choice+ can be a cost-effective way to help protect your business and financial security.
  • Trusted brand. Travelers is a leading provider of property and casualty insurance and is highly rated A++ by A.M. Best Company, world’s largest independent credit rating agency. 

For small firms with $100,000 or less in annual revenue, Travelers’ Pick-A-Premium feature makes it easy to select your premium based on eight coverage options. Bigger firms can fill out the online application and get a quote. Click here to apply for either option.*

For additional information on Travelers 1st Choice+ Accountants Professional Liability Insurance, contact Ladonna Filler at 1-800-821-7303 or email her at  [email protected].

Administered by: 

3130 Broadway, Kansas City, MO
1-800-821-7303 • www.ftj.com 

*All new applications regardless of practice’s size are subject to underwriting and approval by Travelers. Coverage for all claims and losses depends on the facts and circumstances involved in the claim or loss, all applicable policy or bond provisions, and any applicable law. Availability of coverage can depend on underwriting qualifications and state regulations.