Oklahoma Society of Certified Public Accountants

Accountants Professional Liability

We are the Oklahoma Administrator for the AICPA-endorsed Professional Liability program, underwritten by Continental Casualty Company, one of the CNA Insurance Companies.  CNA is the leading insurer in this market, and provides excellent Risk Management resources, such as a toll-free hotline, an online policyholder resource center, free subpoena assistance, etc.  It's a policy you don't want to go without, and one that you will find useful even if you never have a claim.

 CPA Value Plan

This plan is designed for firms with up to 3 accounting professionals and annual billings up to $400,000. The CPA Value Plan features a simplified application and renewal process and an affordable rating structure.  Apply online now!  www.cpai.com/beale

Premier Plan

Firms with unique coverage requirements, more than three accounting professionals or annual billings in excess of $400,000 may apply for the Premier Plan. This plan offers many options (such as Registered Representatives, Life Insurance Agents, non-profit Directors & Officers, Network Liability and Privacy Breach Expense, Employee Dishonesty) and can be designed to fit your firm's special needs.

Employment Practices Liability Insurance

EmployerGard

CPA EmployerGard offers you comprehensive protection against employment-related claims. Not just insurance, but a wide range of services to help you understand and comply with rapidly expanding federal, state, and local employment laws. CPA EmployerGard offers you access to information and resources that can help you and your management team reduce risk and defend against workplace related lawsuits.  The free employee handbook review and free 30-minutes per month hotline with a leading Employment Law firm may pay for the policy itself!