Insurance / Services

Agent Professional Liability

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Our Partner

We have partnered with Nationwide, to offer you quality coverage at a reasonable price from a stable carrier rated A+ XV by A.M. Best. To learn more about Nationwide visit:

What We Offer

An easy to read comprehensive policy backed by the Nationwide group of companies 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 $10 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.

Premium Financing at very competitive rates.

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, H.R. Services, Loss Control and Risk Management Services.

Coverage for the sale of Variable Life Insurance, Variable Annuities or Mutual Funds.

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

Risk Management Hot Line

Lee & Mason and Nationwide provide policyholders a toll free confidential risk management hotline.  The hotline is staffed by attorneys from a full-service national law firm.  Policyholders receive up to 30 minutes of free professional consultation on loss control and risk management issues.  To learn more about this service click the link below.

Insurance Agents Risk Management Hotline (PDF)


Please complete a new business agents & brokers application. Our applications are provided below for your convenience :

Minimum Premium $4,000
($7,500 in CA & TX)

Submit applications to:

Lee & Mason Financial Services, Inc.
10  Tower Lane, Suite 305
Avon, CT 06001


Please contact:

Linda Blechman
860-677-0500 x2504