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.
Meet our Clients
Donald A. Holyfield, CLU, ChFC - Managing Partner of Sequoyah Planning II, LLC
"Paul Smith and NAPLIA took the time and consideration to understand the uniqueness of our registered investment advisor firm in order to secure us competitive investment advisors errors and omissions professional liability insurance. I am sincerely appreciative of Paul's professionalism -- he changed the experience from just being information on a form to becoming an advocate for the well-respected comprehensive wealth management firm that we have become. He defines fiduciary responsibility in action. We highly recommend Paul Smith and NAPLIA."
Kemper Rojas, CPA, CTIP - Managing Principal for Fruci & Associates, PS
"NAPLIA has been one of the easiest companies to work with. This year Fruci & Associates, PS acquired a subsidiary firm that performs PCAOB audits and attest services, which is work outside of the scope of our current accountants professional liability coverage. After a short conference to explain the nature of how our two businesses work together and the services they provide, NAPLIA was able to assist us with getting both companies covered under one policy. They provided help and guidance on what would have been a tedious application process. We are very happy with the service we received and the policy they were able to find for us!"
Donald A. Holyfield, CLU, ChFC - Managing Partner Sequoyah Planning II, LLC
"Paul Smith and NAPLIA took the time and consideration to understand the uniqueness of our Registered Investment Advisor firm in order to secure for us competitive Investment Advisors Professional Liability Insurance. I am sincerely appreciative of the Paul's professionalism -- he changed the experience from just being information on a form to becoming an advocate for the well-respected comprehensive wealth management firm that we have become. He defines fiduciary responsibility in action, and we highly recommend Paul Smith and NAPLIA."
Adam S. Bush, CPA - Bush & Luke, LLP
"We have maintained our accountants professional liability insurance through NAPLIA for the past six years and have been more than pleased with their responsiveness, professionalism, and knowledge. In particular we enjoy their attention to relationships with a nod to creativity and humor that typically is lacking in business transactions. In word: awesome!"
Gwen Graham, VP, Operations - Rapaport Capital Management, Inc.
"I would like to express how much we appreciated Paul Smith's advice and handling of our ERISA Bond and Professional Liability Protection coverage. Not only had we been overpaying for years, but we also carried unnecessary coverage. It was a pleasure and relief working with Paul and the NAPLIA team."
Elise Hoffman, Owner - Elise B. Hoffman, Esq.
"I recently changed my professional liability policy over to NAPLIA. Working with your team was a pleasure, and they are very helpful and knowledgeable. They explained all of the policy benefits, including a crisis management benefit which addressed concerns I have had about dealing with my practice if there is an emergency."
Gary Ellinger, CPA - Brady, Ware & Schoenfeld, Inc.
"NAPLIA has been a tireless advocate for our firm since 2000. As controller of our multi-location multi-company firm, my concerns of adequate accountants 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."
Ray Roberts, Managing Partner - Accounting & Consulting Group, LLP
"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."
Patty Smith, CPA, CFE, - Smith & Company, Certified Public Accountants / Certified Fraud Examiners
"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."
Jean C. Ryan, CFO - Dorfman-Robbie, CPA, PC
"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 take 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."