Agents & Brokers Professional Liability

What We Offer

An easy to read comprehensive policy backed by a company rated A+ XV by A.M. Best and underwritten by some of the most experienced people in the industry.

The ability for any licensed agent/broker to access us directly for their own or for their clients Professional Liability.

Limits up to $5 million on a primary or excess basis.

Customization and flexibility in the design of a Professional Liability Program.

Experienced claims analysts and attorneys working to quickly resolve professional liability claims and disputes.

Policy Features

Designed for both Property/Casualty and Life/Health Agents and Brokers including Wholesalers, General Agents, Managing General Agents and Program Administrators.

Policy Extended to Insurance Consulting, Premium Financing, Claims Adjusting, Loss Control and Risk Management Services

Definition of Wrongful Act extended to include Personal Injury

No exclusion for the sale of Variable Life Insurance, Variable Annuities or Mutual Funds

Fraud/Dishonest acts exclusion does not apply to innocent person.

Request Proposal

Please complete one of the following applications:

Sample Forms

Submit applications to:

Lee & Mason Financial Services, Inc.
195 Farmington Ave., Suite 301
Farmington, CT 06032
860-677-0500
860-677-1227 (fax)
 LMPro@leeandmason.com