Management & Professional Liability

Management & Professional Liability


In today’s litigious environment, companies along with their directors and officers are faced with increased exposure from lawsuits alleging wrong-doing, mismanagement and negligence.  Whether your client is privately held or publicly traded, a variety of plaintiffs, including competitors, customers, suppliers, regulatory agencies, shareholders, creditors, lenders, and employees could put their business at risk should their actions cause a financial loss.
Our professionals design insurance policies to protect a diverse array of commercial enterprises. We work closely with leading insurance companies that are experts in these fields to make sure that your clients have not only the broadest coverage at the most competitive terms, but also the best financial security that is available.
Target Classes


  • Accountants        

  • Bankruptcy Trustees

  • Consultants 

  • Financial Institutions    

  • Hedge Funds          

  • Insurance Companies, RRGs, Captives, Agents / Brokers      

  • Investment Banks        

  • Lettered Professionals in various industries

  • Private Equity

  • Real Estate Managers and Brokers

  • Public, Private & Not for Profit



  • Bankers Professional Liability

  • Directors & Officers Liability (including Side A/DIC and outside directorship)

  • Employment Practices Liability

  • Errors & Omissions

  • Fiduciary Liability

  • Kidnap, Ransom & Extortion

  • Cyber, Privacy & Data Breach

  • Professional Liability


Contact Us

Need a Quote?


We accept all applications - or you can contact us and we will send you one of ours. Submit applications, brief narrative and minimum of 3 years carrier loss runs to


Narrative/Underwriting Information:  

  • Who is the incumbent carrier including expiring term?

  • Did the incumbent non-renew? If so, why?

  • Does your agency control the account?

  • List of markets approached (including other brokers)

  • Target premium

  • Quote “Need-By” Date

11520 N. Community House Road, Suite 125 

Charlotte, NC 28281 |  Tel: 704.358.0447