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Group Sponsored E&O Program

All of the information that you need in order to obtain your insurance agent’s professional liability insurance (E&O) is on this site. It is quick and easy to purchase coverage using this web site. This Group Sponsored Professional Liability Insurance Program is underwritten by Markel Specialty Insurance Company admitted in all states and rated A (Excellent) XV by A.M. Best.

Enroll Now with a 1/1/2023 and later Eff Date

Here are just some of the features of this top rated E&O program:

Choose Your Coverage Option:

Final Expense and Medicare Supplement/Advantage Insurance; Mortgage Life, Medicare Supplement/Advantage Insurance, LTC, Disability, Health Insurance, Life Insurance, Fixed and Indexed Annuities Sale; and Variable Products and Mutual Funds

Low Deductibles:

$0 per claim on sponsor products; $1,500 per claim on outside products; $5,000 per claim on variable products and mutual funds.

Additional Enhancements:

Regulatory Proceedings $25k sublimit per agent; Cyber Management Liability $200k Insured Aggregate Sublimit; Insolvency carveback for any Life & A&H Insurance Companies rated "B+" or better by AM Best.

Multiple Limits of Liability Options Available

No Policy Aggregate - You do not share your limit with other enrolled agents

Coverage for E&O claims involving the DOL Fiduciary Rule

Defense Costs are Outside the Limit

First Dollar Defense - Your deductible applies to loss payment only, not defense costs.

Retroactive Date - Date of Agent's first continuously maintained Life Agents E&O Policy

Contact Us

info@calsurance.com

Call Us

(888) 848-4955

Quick links

2023-2024:

  • Specimen Policy

    Enrollment Packet

Quicklinks


2023-2024:

  • Specimen Policy

    Enrollment Packet

Notices

*The information obtained from A.M. Best dated September 15, 2021 is not in any way CalSurance Associates’ warranty or guaranty of the financial stability of the insurer in question, and that the information is current only as of the date of publication.

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