Having a difficult time finding an E&O insurer. Talked to a couple
of the big insurers and was pretty shocked at how little they
understood our business (one financial services “specialist” rep I
spoke to didn’t understand the difference between discretionary and
non-discretionary accounts). Any suggestions? Thanks.
Feel free to call me for some ideas. I have some good options I’ve uncovered which I think should help you. My # is 888-579-8640.