Contact Us
 Search
Plans > Plans for My Firm > Professional Liability > Professional Liability for National and Regional Firms

Professional Liability for National and Regional Firms

Manage both long and short-term risks to strengthen the success of your CPA firm with a flexible insurance program. 

Get a Quote
Request an Estimate
800.221.3023

What is the Regional Firm Plan?

Supported by the capabilities of Aon Insurance Services, the Regional Firm Plan is an insurance program designed to respond to evolving marketing conditions. As the market continues to change, it’s important to have a trusted advisor who understands your firm’s profile and can help you take the needed steps to manage your firm’s risk.

Professional female CPA on laptop Professional female CPA on laptop

Why do CPAs need it?

Your CPA firm may work with various industries, clients, and financial situations. With increased claims and lawsuits that may arise from high-risk exposures, such as audit services and multi-jurisdictional tax engagements, provide coverage for your firm with a flexible insurance program. Backed by global resources, you can feel confident in the support of a trusted advisor from Aon to help your firm in its future initiatives and needs through these insurance offerings. 

Over
24,000

CPA Firms participate in the AICPA Professional Liability Insurance Program nationwide

What it covers?

  • Depending on the firm’s risk profile and coverage needs, the professional liability policy may be written on a Broad Form policy with a more expansive definition of professional services, on the Premier Plan policy form, or using a blended approach to help match your insurance needs to your firm.  

  • Limits: An insurance program designed for National and Regional firms billing more than $10 million, excluding the Big 4.  

  • AICPA Risk Advisors are available to consult with you to review your firm’s enterprise risk and build an insurance program that is unique to your firm’s practice.

  • Optional coverages are available for other exposures encountered by your firm and its shareholders, including endorsements for cyber, management liability, crime, registered representative services, and life agent services. 

What it costs?

The Regional Firm Plan includes individual underwriting by CNA’s seasoned underwriters and is based upon your unique enterprise and risk management practices. To schedule a consultation and receive a quote, contact Ken Mackunis, President of Aon Insurance Services at (800) 221-3023 or Ken Kumor, Vice President of Aon Insurance Services at (215) 293-1234.  

Professional female CPA working from home office Professional female CPA working from home office

Why CPAs choose AICPA the Regional Firm Plan

  • Endorsed by the AICPA and monitored by an AICPA Committee of CPAs who work in public accounting 

  • Includes access to risk management resources from CNA and Aon Insurance Services.  

  • An insurance program designed for larger firms with special risk needs.  

  • Industry leading claim service from a team dedicated to Accountants Professional Liability with Net Promoter scores well above industry average.  

About the Underwriter

CNA is one of the largest U.S. Commercial Property and Casualty insurance companies. CNA provides a broad range of standard and specialized Property and Casualty insurance products and services for businesses and professionals in the U.S., Canada and Europe, backed by more than 120 years of experience. 
About the Underwriter About the Underwriter
Frequently Asked Questions

To schedule a consultation and receive a quote, contact Ken Mackunis, President of Aon Insurance Services at (800) 221-3023 or Ken Kumor, Vice President of Aon Insurance Services at (215) 293-1234. 

Qualifying firms must bill more than $10 million. This plan is ideal for firms requiring special coverage solutions to help mitigate risks. 

Directors and officers, employment practices, fiduciary liability insurance, crime, registered representative, and life agent.  

What CPAs say about us

Aon keeps us informed on the markets for professional liability insurance and current topics to help us manage risk in our practice. 
 

Robert Levine, CEO 
EisnerAmper, LLP 
New York, NY 

RubinBrown has partnered with AICPA's Member Insurance Program with Aon for many years. The AICPA Programs and Aon are uniquely positioned to understand our needs and react to changes in our business. 
 

Felicia Malter, Partner 
RubinBrown, LLP 
St. Louis, MO 

Resources that might help you

CPAs like you purchased:

Moments that Matter

Disclaimer

Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc. (TX 13695), (AR 100106022); in CA and MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc. (CA 0G94493), Aon Direct Insurance Administrator and Berkely Insurance Agency; and in NY, AIS Affinity Insurance Agency.​ 

 

One or more of the CNA companies provide the products and/or services described. The information is intended to present a general overview for illustrative purposes only. It is not intended to constitute a binding contract. Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions and exclusions for an insured. All products and services may not be available in all states and may be subject to change without notice. “CNA” is a service mark registered by CNA Financial Corporation with the United States Patent and Trademark Office. Certain CNA Financial Corporations subsidiaries use the “CNA” service mark in connection with insurance underwriting and claims activities. Copyright © 2020 CNA. All rights reserved. 

AICPA Member Insurance Programs
1100 Virginia Drive, Suite 250
Fort Washington, PA 19034

Plans

Education + Resources

Legal

Quick Links