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42 West Allendale Avenue
Allendale, NJ
1 (877) CPA-GOLD

Coverage with CPAGold™

For nearly twenty years, CPAGold™ has strived to be the most innovative and forward thinking professional liability insurance program for accountants. Our member firms face new and more difficult challenges which test the mettle of even well-managed practices. New areas of practice, new ways of doing business, new theories of negligence and new classes of potential claimants all combine to form the perfect storm through which only the best managing partners can navigate.

CPAGold™ program offers significant advantages over our competitors.  A few of the highlights of the program are:

  • ✓ Free built-in cyber liability coverage, and the ability to add additional first party coverage (e.g. notification costs, assets protection, extortion, loss of profits) of up to $1,000,000.
  • ✓ No “hammer clause” – this means you control the settlement of any claim.
  • ✓ Coverage for fines levied against you arising from Internal Revenue Codes §7216, §6694, and §6695A built into the policy.
  • ✓ Built in reducing deductible.
  • ✓ A broad definition of professional services – not just limited to accounting and consulting.
  • ✓ Two year policy available to qualifying firms – with the ability to restate the limit in the second term.
  • ✓ Excellent loss control resources, regular blog postings and the services of Ralph Picardi via a toll free pre-claims assistance line.

CPAGold™ is underwritten via strong, stable carrier - the program is underwritten by QBE Insurance – rated “A” excellent by A. M. Best and “A+” by S&P – a $42 billion asset company (http://qbena.com/media/86646/7930_QBE_Annual_Report_ALL_2015_v21v15_FA5_0.pdf ).

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We typically respond within one business day. Please fill out the following form. This information will be used solely to provide the insurance proposal you are requesting.
To contact us by phone, call (877) 272-4653 during normal business hours.

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Firm Details




 

RISK MANAGEMENT DETAILS

Annual Fee: $ Y/E:

STAFF LIST

Number of billable staff (with years of experience):

F/Time P/Time*
5+ Years
4 Years
3 Years
2 Years
1 Years
< 1 Years:

*Average of 25 hours per week or less

In the past three years, how many firm members attended a loss control seminar:

Date the firm was established:

Within the past 5 years:
Has the firm provided services to a client that is engaged in the issuance, offering, registration or sale of securities or bonds; or provided clients with forecasts or projections for inclusion in sales literature, etc., of any securities or bonds?  Yes No

Has any member of the firm provided services or acted as a director/officer/committee member for any financial institution?  Yes No

Has any member of the firm had an accounting license or authority to practice accounting revoked, or been subject to disciplinary action, fine reprimand, or criminal penalty related to performance of professional services?  Yes No

Insurer:
Retroactive Date on your current policy:  None N/A
Renewal:
Limit: $
Deductible: $
Premium: $

Approximately percentages (MUST total 100%) of income received from the following activities for the last annual period:

Activity %
Audit: publicly traded entities:  
Audit (not-for-profit):  
Audit (all other):  
Review:  
Compilation:  
Bookkeeping:  
Taxation:  
Trustee Services:  
Personal Financial Planning:  
M. A. S.  
Information Technology:  
Business Valuation:  
ERISA/Pension Plans/TPA:  
SEC/Sarbanes Oxley Services:  
Other Services:  

CLAIMS HISTORY (within the past five years):

Claim #1

Date claim(s) Reported: $
Defense Expenses (if closed): $
Reserve amount (if open): $
Total: $

Claim #2

Date claim(s) Reported: $
Defense Expenses (if closed): $
Reserve amount (if open): $
Total: $

Claim #3

Date claim(s) Reported: $
Defense Expenses (if closed): $
Reserve amount (if open): $
Total: $