This is one which all Accountants should consider for their clients.
Using cutting edge technology we provide this facility to Accountants practices either on an ‘All Client’ basis or ‘Client Decide’ basis. Our solution involves some initial work with regards to the marketing of the product and thereafter all renewals and additional marketing which we agree are taken care of from within our offices. This product is only suited to Accountancy Practices and not on an individual basis.
It is becoming more and more important to recommend a Professional Fees expenses policy for your clients. Our product is a very convenient and non fussy solution for which your clients, and your practice will benefit from.
The mechanics of a quotation
Our Professional Expenses Insurance schemes begin with an analysis to ascertain the unique requirements of your practice. Once your regulatory status is established, we can advise you on the best policy for your needs: either our innovative Practice Protector policy which treats your practice as the insured party, or our more traditional Client Protector policy which insures your client.
After determining the appropriate foundation for your practice, we will discuss with you whether you wish all clients to have cover, or just those who elect to subscribe. We will also ascertain the areas of cover you require such as Aspect Enquiries, Full Enquires, Employer Compliance disputes, HMRC VAT disputes and IR35 disputes.
After the analysis is complete and you have decided which product best suits your profile, you can complete our Quotation Proposal Document, which allows us to provide you with a quotation based on your practice's profile and specific requirements.
We invite accountants to complete the following enquiry form and we will be delighted to provide you with more details and a quotation options for your practice. We have a certain area in which we can operate this solution. If you are out of our area then we will be only too pleased to pass your enquiry to the relevant office for your location.
