Law Firms & CPAs · Tampa Bay

Client confidentiality is your underwriting risk.

You hold the most sensitive data your clients have. Carriers know it — and they price your coverage on whether you can prove you're protecting it.

Why you're scrutinized

You're a prime target

High-value client data

Trust accounts, PII, tax records, and case strategy make firms a top ransomware target — and a top underwriting concern.

Ethical & regulatory exposure

ABA opinions and state bar guidance on tech competence mean a breach is both an insurance event and a professional-liability event.

Wire-fraud & BEC losses

Funds-transfer fraud on real-estate and M&A closings is driving carrier claims — and stricter email-security requirements.

What carriers ask

The questions you'll face at renewal

MFA on email & remote access

The single most common gap — and the fastest one we close.

DMARC & email authentication

Proof you've blocked spoofing — the vector behind wire-fraud losses.

Tested, offline backups

Carriers now verify you can actually restore — not just that you "have backups."

Written policies & incident response plan

Documented answers to the questions your carrier and clients ask.

How we help

Renewal without the scramble

We translate your existing safeguards into the documented evidence underwriters and client questionnaires demand — and close the gaps that remain.

1

Gap analysis

Map your current controls against what your carrier and clients will ask.

2

Close the gaps

MFA, email authentication, backups, and policies — implemented or coordinated.

3

Document it

An attestation package your broker and underwriter accept on the first pass.

Don't wait for the renewal notice

A 20-minute review will show you exactly where you stand — free, no obligation.

Book a review
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