Florida 2-20 General Lines Agent (Property, Casualty, Commercial Lines and Florida Law)Casualty InsuranceMedium

A small Florida consulting firm provides financial advice to high-net-worth individuals. One of their consultants makes a significant error in recommending an investment strategy, leading to a client losing $500,000. The client sues the consulting firm for negligence. Which type of liability policy would specifically cover this claim?

  1. ACommercial General Liability (CGL)
  2. BProfessional Liability (Errors & Omissions)
  3. CDirectors and Officers (D&O) Liability
  4. DFidelity Bond
Show answer & explanation

Correct answer: B. Professional Liability (Errors & Omissions)

Professional Liability, also known as Errors & Omissions (E&O) insurance, is designed to protect professionals from claims of negligence, errors, or omissions in the professional services they provide. The scenario describes a claim arising directly from a professional error, making E&O the appropriate coverage.

Why the other options are wrong

  • A. CGL covers bodily injury and property damage, not financial loss due to professional negligence.
  • C. D&O liability covers claims against directors and officers for wrongful acts in their management capacity, not professional services.
  • D. A fidelity bond protects against financial losses due to employee dishonesty, not professional negligence.

Professional Liability (E&O)

Insurance that protects professionals and companies against claims of negligence, errors, or omissions in the professional services they provide, leading to financial loss for clients.

  • Covers errors, omissions, negligence.
  • Specific to professional services.
  • Protects against financial loss claims.
  • Also known as Malpractice insurance in some fields.

Memory trick: Business Liability: Know your risks, get the right 'Pro'-tection.

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