01 · MATCH
Start with the operation
Business activity, state, size and timing establish the right path before detailed questions appear.
Home / Business insurance / Professional Services
Connecticut and eligible New York businesses
Business insurance for firms paid for their judgment.
Your office may look simple, but contracts, advice, data and client expectations create real exposure. CASEY separates the business package from professional and cyber needs.
BOPProfessional liabilityCyberWorkers compensation
Start with one answer. Upload documents instead of retyping them. A licensed person reviews the result.
CASEY at SafeshieldReady now
CASEY is getting ready.
Tell us what your business does and CASEY will find the shortest useful path.
Call SafeshieldIndependent agencyClarity before complexity
Admitted-market firstPreferred path when the risk fits
Business + personal supportClarity before complexity
Licensed human follow-throughClarity before complexity
A shorter path to a useful submission
Give the team leverage, not another half-finished quote form.
The experience uses progressive disclosure: one clear starting question, only relevant follow-ups, and broad document uploads that reduce repeated typing.
02 · REUSE
Drop in what exists
Policies, loss runs, schedules, contracts, photos and spreadsheets can be uploaded together. Supported files are parsed; every original is retained for review.
03 · HANDOFF
Keep the context
The licensed team receives the business story, documents and campaign source without asking the owner to start over.
Who this path is built for
Commercial accounts with a clean, explainable story.
Strong starting fit
- Consultants and advisory firms
- Accounting and legal offices
- Established firms with contracts or employees
Coverage pieces to coordinate
- Business owners policy
- Professional liability
- Cyber liability
- Workers compensation and umbrella
Carrier availability, classification and coverage terms are confirmed only after licensed review.
Questions owners ask
Useful answers before you invest the time.
Why do professional firms need both GL and professional liability?
General liability and a business package address premises and operational risks. Professional liability addresses allegations tied to services or advice.
Can I upload client contracts?
Yes. Contracts and insurance requirements can help the licensed team understand requested limits and endorsements, without promising they are available.
Take the first useful step
Show CASEY what you already have.
Drag in multiple files, answer only what is missing, and keep a real Safeshield professional in the loop.