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Cyber, Tech, IP and Media Liability Applications
Miscellaneous Professional Liability Applications
D&O, EPLI, Fiduciary Liability Applications
Financial, Legal, Transactional Professional Liability Applications
Medical Professional Liability Applications
Other Professional Liability Applications
Property Insurance Applications
Life Insurance Applications
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Alta Financial & Insurance Services, LLC
WELCOME TO ALTA FINANCIAL, YOUR PROFESSIONAL LIABILITY INSURANCE SPECIALIST!

Look no further for your E&O and professional liability insurance needs. Alta is a California insurance broker specializing in insurance for miscellaneous professionals, real estate professionals, cyber risk, technology errors and omissions, and media liability. Alta provides access to a broad array of insurance companies and products. Contact us today and we will find a good insurance application. Some basic information we will need to make that determination:

The type of professional services offered; How many professionals are providing the professional services, broken out by # of employees, partners, independent contractors, etc... ; How many years the entity has been in business; Projected gross revenues from professional services in the next year; Whether coverage is currently in place; And finally have there been any claims, regulatory or other legal actions in the last 5 years?

Contact underwriting with this information and we will find the most appropriate application and send it to you. After the completed application is returned to us, we will send it out to many different companies to get competitive terms.

Retailers interested in an appointment should contact marketing.

Submissions/Underwriting:      underwriting@altageneral.com

Appointments/Marketing:         marketing@altageneral.com

Phone:                                           1-877-970-2582

Fax:                                                1-877-971-2582

Eric J. Weibel, RPLU

President, Alta Financial & Insurance Services, LLC

eweibel@altageneral.com

Errors and Omissions

E&O

E & O

malpractice

negligence

Answering Services                                                                                X             X             X             X             X             X
Appraisers of Real Estate and Businesses                           X                             X             X                             X
Appraisers of Valuable Items and Property         X             X             X             X             X             X
Auctioneers                                                                                            X             X             X             X             X             X
Business Brokers
Business Managers
Cemeteries
Courier, Delivery, Messenger Services                  X             X             X             X             X             X

Court Reporters
Consultants                                                                                            X             X             X             X             X             X
Custom House Brokers and Freight Forwarders                X             X             X             X             X             X
Escrow Agents                                                                      X             X             X             X             X             X

Trustees

Expert Witnesses                                                                  X                                             X                             X
Fo

Tax Preparers

reclosures Agents                                                                              X             X             X
Foresters                                                                                                 X             X             X             X             X             X
Freight Forwarders/Custom House Brokers      X             X             X             X             X             X
Franchisers                                                                                             X             X             X             X             X             X
Fund-Raising Organizations                                                                X                                                             X
Funeral Directors                                                                   X             X             X             X             X             X
Geologists                                                                                              X             X             X             X             X             X
Home Inspection Services                                                    X             X                             X                             X
Inspection Services                                                                                X             X                             X                             X
Interior Decorators                                                                               X             X             X             X             X             X
Interpreters                                                                                            X             X             X             X             X             X
Land Surveyors                                                                      X             X             X             X             X             X
Lawn Care Contractors                                                         X             X             X             X             X             X
Management Consultants                                                     X             X             X             X             X             X
Personal Property Appraisers                                               X             X                             X                             X
Personal Trainers                                                                   X             X             X             X             X             X
Photographic Studios                                                           X             X             X             X             X             X
Medical Billers                                                                        X                             X             X             X
Notaries Public Printers                                                        X             X             X             X             X             X
Printers                                                                                   X             X             X             X             X             X
Property Managers                                                                                 X             X             X             X             X             X
Public Relations Consultants                                                X                             X                             X
Real Estate Appraisers                                                          X                             X             X             X            
Recording Studios                                                                                
X             X             X             X             X             X
Repossessors                                                                                         X             X             X             X             X            
Research Organizations                                                                        X                             X                             X
Safety Inspectors                                                                   X             X
Seedsmen                                                                                              
X             X             X             X             X             X
Shipping and Forwarding Agents                                       
X             X             X             X             X             X
Sports Agents
Staffing/Temporary Services                                                                                X             X                             X
Talent Scouts                                                                                                         X             X             X             X             X
Telephone Answering Services                                            
X             X             X             X             X             X
Temporary Help Agencies                                                                                    X
Testing Labs                                                                                          X             X                             X             X
Title Abstractors/Agents                                                                     X             X                             X             X
Training Consultants                                                                           
X             X             X             X             X             X
Translators                                                                                            
X             X             X             X             X             X
Travel Agents                                                                                                                         X
 

COMPANY                                                                           1              1              1              4              5              6              8

FORM#                                                                                 LF           T1           TECH    4m           misc        CX          T2

Computer Programmers/Consultants                                 X             X             X             X             X            
Computer Software Designers                                                              X             X             X
Electronic Data Processors                                                   X             X             X             X             X             X
Systems Analysts                                                                   X             X             X             X             X             X
Technology Consultants                                                       X             X             X             X             X

 

COMPANY                                                                              22             4              17             24             28             33             34            

FORM#                                                                                   apr           FIN          x              misc         acct          acct1        fin

 

Tax Preparers

Benefit Administrators                                                                         X                                             X             X             X
Bookkeepers                                                                          X             X                             X
Collection Agents                                                                  X             X             X                                                            
Credit Bureaus                                                                                                                                                                        X

Company Form Matrix. Each cell contains company and form name. Companies vary by row. Company’s presented alphabetically from left to right. 

 

Actuaries
Agricultural Consultants                                                       3 a1         4 x           25 misc   25  spec   44 sp       48 n7       51 farm
Building Inspectors                                                               4 z           29 n         33 r          41 7a       56 r7        54 l3        61 misc
Clergy                                                                                      etc….
Composers/Lyricists
Contest Managers
Drug Testing Services
Employment Agents, Counselors, Pers. Conslts               
Environmental Consultants
Executive Coaches
Forensic Engineers
Human Resource Consultants
Independent Benefit Plan Administrators
Independent Claims Adjusters
Premium Finance Companies
Lawyers Referral Services
Literary Agents
Marine Surveyors
Paralegals
Patent Agents
Political Action Committees
Polygraph Operators

 

 

 

 


WelcomeAboutCyber, Tech, IP and Media Liability ApplicationsMiscellaneous Professional Liability ApplicationsD&O, EPLI, Fiduciary Liability ApplicationsFinancial, Legal, Transactional Professional Liability ApplicationsMedical Professional Liability ApplicationsOther Professional Liability ApplicationsProperty Insurance ApplicationsLife Insurance ApplicationsContact Us!