Bookkeepers Insurance

Case Study

We worked with a bookkeeper who did not know if she had the right policy, even though it had been recommended by her governing body.

Cobine Carmelson offered her a one hour free insurance consultation. We were asked to find a policy that met the terms of the regulatory framework. This provided flexible options and explained the terms, conditions and exclusions.

The solution was a professional indemnity policy including public liability and employers’ liability for a reduced premium. An after-sales service included increasing cover at the governing bodies request and chasing urgent documents daily.

“I’ve always been a sceptic of business insurance yet I’m delighted Jason Cobine saved me 30%. And what’s more, I do actually feel very reassured, that I’ve bought the right thing, and that I’m covered for what I need to be covered for. I’d urge no-one to just ‘renew’ their Professional indemnity Insurance, but to actually shop around, have a chat with Jason, to ensure that you are actually getting the insurance that you are paying for. Very personable. Great chap.”
Lisa Newton

Director, Boogles Ltd