Professional liability/Errors & omissions

You can do everything right
and still get blamed.

Also called errors & omissions (E&O), it helps cover you when a client says your advice or work cost them money — including the bill to defend it. We set it up in plain English, so you know what you’re actually covered for.

Where to start

New to E&O, or switching one over?

New to insurance
New to errors & omissions

New to E&O? We'll tell you what it covers, how it's different from general liability, and exactly what your contracts are asking for — in plain English, no pressure.

GL vs. E&O — what’s the difference?
General liability

Bodily injury or property damage.

Someone gets hurt, something breaks.
Professional liability

Your work is blamed.

A client says your advice or work cost them money.
Most service businesses carry both.
Already covered
Switching or reshopping

Already have a policy? Upload it. We'll check your limits — plus your retroactive date and prior-acts coverage, the stuff that quietly breaks when you switch. Same coverage, no gap.

Is this you?

Who’s E&O actually for?

If any of these sound like your business, E&O is the policy clients usually ask for — the one that covers your work itself, not the physical-injury side.

01

You give advice, design, or deliver work clients pay for.

Services delivered
02

Clients make real decisions based on your recommendations.

Advice given
03

A client contract asks you to carry errors & omissions coverage.

Contract requires E&O
04

A mistake could cost a client money — even with nothing physically damaged.

Financial harm
05

You work in consulting, tech, design, accounting, real estate, or another service.

Service business
What’s covered

What it steps in for.

Short version: if a client says your advice, service, or work cost them money, this is the coverage that usually steps in.

Revenue · Q1 → Q3

A client says your work cost them money — it helps cover the claim and the defense.

Client claim
Defense
Counsel assigned
Carrier-paneled · Day 1
Retainer
$24,800
Next
Discovery · 21 d

You’re sued over a covered mistake — it helps pay to defend you, even if the claim is groundless.

Defense · counsel
Project · progress

A client says you didn’t deliver what you promised.

Failure to deliver
Sheet A-04 · spec

A covered error, oversight, or bad recommendation in the work you delivered.

Errors · omissions
Claims-made · timing

Claims made while your policy is active, when the timing and retroactive date line up.

Claims-made · timing

Coverage varies by policy form, carrier, limits, exclusions, and the facts of the claim. We review the wording before recommending anything.

How the timing works

Most E&O is “claims-made.” Here’s the plain version.

Most professional liability covers a claim based on when it’s filed — not when you did the work. Two dates quietly run the show: your retroactive date (how far back your coverage reaches) and staying continuous when you switch carriers. Miss them and a gap can open without you noticing. We check them before anything moves.

Claims-made · sample timeline
Illustrative
Retro date
Jan 2022
Work done
Mar 2024
Claim filed
Aug 2025
Renewal
Jun 2026
Retroactive date
How far back your coverage reaches.
Covered window
Claim filed while the policy is active and the retro date lines up.
Continuity
Stays unbroken when you switch carriers — we check before anything moves.
Where it stops

Where E&O ends, and what takes over.

E&O is about your work. These other risks live in other policies — here’s what picks them up.

Each line links to the coverage page that usually responds. None of these are recommendations by themselves — what you need depends on the business and the contracts.

In real life

What an E&O claim actually looks like.

Scenario · 01
CLAIM
#2026-0418
Recommendation challenged
Client · consulting engagement
Allegation
Pricing advice → revenue loss
Demand
$185,000
Notified
Broker · same day

A client says your recommendation cost them revenue, and files a claim.

Scenario · 02
PROJECT DISPUTE
PR-0207
Spec mismatch claim
Software build · post sign-off
Client
Lakemore Capital
Issue
Missing requirements
Stage
Demand letter

A software project misses key requirements and the client blames the build.

Scenario · 03
DESIGN ERROR
DR-1146
Rework after sign-off
Architecture · floor plan
Origin
Spec error · sheet A-04
Cost
12 days rework
Route
→ E&O notice

A design error means expensive rework after sign-off.

Scenario · 04
ENGAGEMENT
EN-2419
Proof of E&O requested
New client onboarding
Client
Cooper Builders
Limit asked
$2M / $2M
Wording
Retro date · prior acts

A new client won’t sign until you show proof of E&O.

Contracts & cost

The E&O your contracts keep asking for.

Master service agreements, client contracts, vendor forms — we turn the E&O language they require into a quick checklist, not homework.

Contract requirements
0 of 4
Clause
“Consultant shall maintain professional liability (errors and omissions) coverage of not less than $2,000,000 per claim and in the aggregate, with a retroactive date no later than the effective date of this Agreement and continuous prior-acts coverage, covering all professional services rendered under this Agreement…”
We set up
  • The E&O limits a client contract spells out.
  • Retroactive date and prior-acts wording when you switch or renew.
  • Coverage matched to the exact services you actually deliver.
  • Proof of E&O for clients who ask before the work starts.
What affects your price
The inputs that actually move it.

These are what underwriters look at. None of them give you a quote on a landing page — but they tell you what we’ll need to size it.

01Profession02Revenue03Contract size04Prior-acts exposure05Claims history06Coverage limits07Deductible

No fake instant quotes. We get the inputs right, shop the market, and lay out the tradeoffs that matter.

How we help

We read the fine print so you don’t have to.

A licensed broker — writing in plain English, reading your contracts, and staying on it after bind. Insurance that feels handled.

01

We match the policy to the services your clients actually pay for.

02

We check claims-made timing, retro dates, and prior acts before anything changes.

03

We compare E&O, cyber, and general liability so nothing falls between them.

04

We turn your contract requirements into coverage before you sign.

FAQ

Questions we get a lot.

For most businesses, yes — “errors and omissions” is another name for the same coverage, especially in consulting, technology, design, real estate, and other service businesses.

No — they cover different things. General liability responds to third-party bodily injury, property damage, and certain advertising claims. Professional liability (E&O) responds to financial harm from professional services, advice, or work product. Many businesses carry both.

Most professional liability is “claims-made,” which means a claim is covered based on when it’s filed — not when the work happened. Your retroactive date is how far back the policy reaches; staying continuous when you switch carriers keeps that reach intact. We check the dates before anything changes.

Yes. We read the insurance requirements in client contracts, MSAs, and vendor forms, then translate them into the limits, retroactive date, and prior-acts wording your policy actually needs to satisfy.

Get covered

Let’s get your E&O in place.

Tell us about the work you do, see your options, and we’ll take it from there.

What happens next
Your plan
A coverage map, written like a checklist.
  • 01Match the policy to the services your clients pay for
  • 02Check claims-made timing, retro dates, and prior acts
  • 03Compare E&O, cyber, and general liability side by side
  • 04Turn contract requirements into coverage before you sign
Sample · not advicefeels handled.