Lockton Professional has built a library of education resources and tools to help professionals like you. Whether you are accountant, financial advisor, attorney or architect, there are many ways you can protect your business from the risks you face each and every day.
Explore Education Resources
It is critical to have the proper insurance in place like Professional Liability, Cyber Liability and General Liability coverage, in the event a claim is filed against you. However, there are also many preventative measures to take to protect your business.
The Lockton Professional library of resources offers industry-specific measures you can take. For example, as an accountant or CPA, you can implement a client screening checklist. This simple document will reveal any potential conflicts of interest. It ensures your accounting firm can provide the right expertise for the job at hand and determine if you want to work with the prospective clients. It can also be beneficial to the client – demonstrating the value of your company, the knowledge you possess and the unique ways your business can help them compared to others.
This is one of many resources available to financial professionals. Other resources include:
- Data security checklist
- Cyber security best practices
- How to handle warranty statements and much more.
If you need additional education resources, explore our blog for more ways to prevent risk at your business.
Coverage may not be available in all states and is subject to actual policy terms and conditions. Coverage may be provided by an excess/surplus lines insurer which is not licensed by or subject to the supervision of the insurance department of your state of residence. Policy coverage forms and rates may not be subject to regulation by the insurance department of your state of residence. Excess/surplus lines insurers do not generally participate in state guaranty funds and therefore insureds are not protected by such funds in the event of the insurer’s insolvency.