Financial services

"A full cup needs a steady hand" is a proverb that loosely means success requires thoughtful management. It especially applies to owners of financial service businesses — for the services they provide to their customers, as well as their own bottom line. Protect their assets from risk by offering coverage tailored to their needs, including claims of negligence; third party claims of damage including bodily injury, property insurance, and slander and libel; business furniture and equipment; and cybersecurity, which guards against computer-related crimes and losses.

Covered professions include:

Accounting
Actuarial services
Auditing
Bookkeeping
Certified public accountant
Credit counseling
Financial auditing or consulting
Financial planning
Insurance adjusting
Insurance agent
Investment advice
Medical billing
Mortgage brokering/banking
Office administrative services
Stock brokering
Tax preparation

Call your Grinnell Specialty Agency broker for a quote.

Products underwritten by Grinnell Mutual Reinsurance Company, SI. The summarized coverage descriptions are used for reference only and do not contain relevant policy conditions, exclusions, or limitations. Products and discounts not available to all persons in all states and are subject to underwriting guidelines, review, and approval. Home Office: 4215 Highway 146, PO Box 790, Grinnell, IA 50112-0790. Grinnell Specialty Agency LLC and coordinating logos or marks are registered trademarks of Grinnell Mutual Reinsurance Company, SI. © Grinnell Mutual Reinsurance Company, SI, 2025.