Because our business is about Yours!

In addition to  your professional liability (errors & omissions) insurance, education is the foundation of a strong Risk Management strategy.  For more information visit our Resources Page.  And, sign up for our Risk Management Tips with regular updates on information that can impact your practice including new articles, and updates on NAPLIA Webinars and educational programs.

NAPLIA is changing the way professionals buy insurance.  Our philosophy is based on providing our clients with quality and up to date information that assist you with:

1. Understanding your potential exposures and the insurance products available to your firm.
2. Risk Management and the development of your practice.

NAPLIA White Papers are now available in one location - click here

• NEW!  NAPLIA CPA Alerts

  NAPLIA's Director of Risk Management, John Raspante, CPA, MST, provides regular updates on industry topics that impact the Accounting and Financial Industries.

• Evaluating your Exposure as a Director or Officer

  Understanding your potential exposure as a director or officer is essential to protecting not only your entity but your personal liability. Acting as a director or officer creates personal exposure and can impact coverage under your errors & omissions policy.

• Protecting Client Data from Identity Theft - Best Practices 

  Personal information can exist in either a physical or electronic form. Regardless of the form in which the information exists, the standard of protection remains, only the implementation of that protection changes.

• Process for reporting a potential claim / subpoena

  You purchase insurance to protect your practice from potential claims.  When a claim, or subpoena, does arise it is important to report it correctly to your carrier to ensure the appropriate response and coverage.  Learn more about claim reporting

• Retention of Client Records - FAQ's - Sample Policies

  Concern about how long engagement files should be retained is a common issue among Accounting firms. There is frequently a conflict between the desire to discard older files to free up storage space, and the inherent reluctance to discard documents which contain a detailed record of the work which you have performed.

• What to do if you have a Client Data Breach

  It seems that personal information (social security numbers, credit card numbers, bank account numbers, even name and address) is one of the few things that is increasing in value these days.  And, you likely have some form of your client's personal information in your possession.  What do you do if this data is compromised?

• Trustee Liability and Exposure

  If you have been asked to, or are currently acting as, a Trustee you will want to understand if this is covered under your Professional Liability policy.  In addition, you will want to understand what is the potential exposure and what steps you can take to mitigate.

NAPLIA partners with leading associations across the nation

As a leading provider of professional liability insurance, NAPLIA partners with associations across multiple industries.  We treat each of our endorsements as a true partnership and look forward to servicing each of their respective members.

North American Professional Liability Insurance Agency, LLC

161 Worcester Road, Suite 504
Framingham, MA 01701

(toll-free) 1-866-262-7542
(fax) 1-508-656-1399