Agents & Brokers Professional Liability

Insurance / Services

Contact us for more information.

Our Partner

Lee & Mason has partnered with Nationwide for 15+ years to offer quality coverage at a competitive price from a stable carrier (rated A+XV by A.M. Best). Click here to learn more about Nationwide.

What We Offer

  • An easy-to-read, comprehensive Professional Liability policy for Insurance Agents and Brokers backed by the Nationwide group of companies.
  • The ability for any licensed agent/broker to access us directly for their own or for their clients Professional Liability.
  • Customization and flexibility in the design of a Professional Liability program.
  • Experienced claims analysts and attorneys that work quickly and efficiently to resolve Professional Liability claims.
  • Ability to speak directly with an Underwriting team that has 75+ years’ experience writing Professional Liability for Agents and Brokers.
  • Limits available up to $10 million on a primary or excess basis.
  • Premium Financing at very competitive rates.
  • Consideration given to applicants with a history of claims.


Policy Features

  • Designed for both Property & Casualty and Life, Accident & Health Agents and Brokers including Wholesalers, General Agents, Managing General Agents, Managing General Underwriters, Program Managers and Insurance Consultants.
  • Policy includes premium financing, claims adjusting, loss control and risk management services.
  • Policy can be extended to include H.R., Insurance Educator, Expert Witness and COBRA Administration services.  Other services will be considered.
  • Coverage for the sale of variable life insurance; variable annuities or mutual funds.
  • Coverage for independent contractors.
  • The policy does not have a change in control provision that can terminate coverage in the event that the agency changes ownership.
  • Fraud/Dishonest acts exclusion that does not apply to innocent persons.
  • Reasonable Extended Reporting Options.
  • Coverage for agents and brokers placing trucking, aviation or crop insurance.
  • The policy does not contain a contractual, war/riot or pollution exclusion that can eliminate coverage for agents and brokers.

For questions, please contact Linda Blechman at 860-200-0498.

Applications & Policies

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

Key Forms

Scottsdale Insurance Co. — AZ & DE

National Casualty — CT, MA, NH, NJ & OK

Scottsdale Indemnity Co. — All Other States

Sample Form

Specimen Policy  — Company name will vary by state

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

Lee Mason Agents Brokers Professional Liability Dsc07532

Submit applications to:

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

Phone: 860-677-0500


Risk Management Hotline

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.

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