Fast Tax Agent PI Placement With Keystone

A tax and accounting services practice came to Tank Insurance needing Professional Indemnity insurance for tax agents.

The declared work was 100% tax agent services, with expected revenue around the $100,000 mark. The client needed a straightforward PI placement, but still needed the policy to reflect the registered tax-agent work properly.

We treated the risk as a tax-agent placement rather than a generic professional services quote. That meant comparing markets with appetite for tax and accounting services and checking the premium difference across available options.

The comparison included Woodina, Keystone and Berkley terms. Even on a relatively straightforward tax-agent risk, the premium spread was meaningful enough to justify going beyond a single insurer quote.

The challenge was speed without turning the placement into a shortcut. Tax-agent PI can look simple, but the policy still needs to match the services being provided.

We placed Keystone terms at around $600 gross premium.

The outcome gave the practice a clean, competitive PI placement for its tax-agent services after comparing several markets with relevant appetite.

This is a strong example for smaller tax-agent practices that want a fast quote, but still need the policy checked against their actual tax and accounting work.