Meet our Clients

Each of our clients is more than a policy. Your success is important to us. We strive to deliver the highest quality service, products, and resources. We are proud of what our clients have to say about us, and we're pleased to introduce you to them.

 


Testimonials:

"We are pleased to partner with an organization like NAPLIA who are not only industry experts, but have shown a true commitment to the best interest of our members."

Heather Martorella, AIF, Director of Marketing for fi360.

"NAPLIA has been a tireless advocate for our firm since 2000. As controller of our multi-location multi-company firm, my concerns of adequate professional liability coverage at very competitive premium rates are certainly met by NAPLIA. They have assisted us with complicated coverage issues on several occasions and ensured that we have had the appropriate coverage at the most reasonable premiums. NAPIA makes our professional liability process surprisingly enjoyable."

Gary C. Ellinger, CPA - Brady, Ware & Schoenfeld, Inc.

"North American Professional Liability Insurance Agency (NAPLIA) has done a great job for us and has helped us obtain coverage when it was so difficult to do so. They have helped us with various coverage’s and policy changes as we added new staff, partners etc. from our various mergers over the years. We originally made the change to NAPLIA, from CNA, based on the savings in premiums. But, we have since realized that the service and personal attention is their best attribute. They have written the majority of the Texas Management Group’s (an association of CPA firms that we belong to) policies over the last few years and I have only heard positive comments."

Ray Roberts, Managing Partner - Accounting & Consulting Group, LLP

"Wonderful! I can’t say enough good things about NAPLIA. Smith and Company is a boutique firm and, in the past, I never felt that my previous agent understood the nature of what we did. As a result, I was overpaying for our professional liability insurance. From day one, NAPLIA understood the nature of our practice and as a result, NAPLIA reduced our premiums to a significant degree in the process. The entire staff at NAPLIA has been very professional, personable, polite, and knowledgeable about the accounting industry as well. You have made me feel that you take our business personally. You listen to us; you understand what we need; you effectively articulate our needs to the underwriter; and everybody wins in this situation. It’s been a pleasure working with NAPLIA."

Patty Smith, CPA, CFE, - Smith & Company, Certified Public Accountants / Certified Fraud Examiners

"Working with NAPLIA has been an absolute pleasure. NAPLIA is not one of those high pressure sales companies who wants to sell a policy just for the sake of the sale. NAPLIA looks at your business situation and comes up with recommendations for the policy that is the right fit for your organization. They takes the time to explain recommendations in language that is easily understood so that you have the proper information to make an informed decision. After the sale, they do not disappear until it’s time to renew the policy. NAPLIA periodically follows up with you throughout the year and is always available to answer questions. I have tremendous confidence in the NAPLIA team."

 Jean C. Ryan, CFO - Dorfman-Robbie, CPA, PC

NAPLIA


North American Professional Liability Insurance Agency, LLC

5 Whittier Street, 4th Floor
Framingham, MA 01701

ph:  1-866-262-7542

fax: 1-508-656-1399

Download NAPLIA White Paper


Using Insurance to Market your RIA


"ERISA 3(38) Managing your Liability"

 

NAPLIA provides an overview of Errors & Omissions coverage specific to your role as a 3(38) fiduciary including, proper coverage for your role as a 3(38) investment advisor and ERISA 412 bonding requirements