Coverage That Protects Your Reputation

Consultants, agencies, and advisors face unique liability exposures. We structure coverage that protects your practice and your client relationships.

Who We Serve

From solo practitioners to multi-office firms

We work with management consultants, creative agencies, financial advisors, law firms, accounting practices, and other professional service businesses. Whether you're advising clients, managing projects, or handling sensitive data, we understand that your reputation is your most valuable asset. Your client contracts, your engagement letters, your professional licenses — we know how to protect what you've built.

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How Velora Does It Differently

01

Engagement-Specific Coverage

Engagement-Specific Coverage

We review your client contracts and engagement letters to align coverage with actual liability — not generic professional services endorsements.

02

License & Regulatory Protection

License & Regulatory Protection

We structure coverage that responds to license defense claims and regulatory actions — critical for professions with state oversight.

03

Client Relationship Preservation

Client Relationship Preservation

When claims arise, we help manage the response to preserve client relationships while protecting your practice — not just process paperwork.

04

Firm Succession Planning

Firm Succession Planning

For partnership structures, we help plan coverage continuity through partner transitions, retirement, and firm sales.

Real Risks

01

Professional Liability / E&O

01

Protection against claims of negligence, errors, or failure to perform professional services. The core coverage for any professional practice.

02

Cyber Liability

02

Coverage for data breaches and cyber incidents — critical for any firm handling client confidential information.

03

General Liability

03

Protection for bodily injury and property damage claims arising from your office operations and client visits.

04

Employment Practices Liability

04

Coverage for hiring, firing, and workplace claims — essential once you have employees beyond just the founders.

Discuss Coverage for Your Professional Practice

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Get Started with Velora Risk Partners

Choose the path that best fits where you are in your insurance journey.

Talk to a Risk Advisor

Have questions or want guidance before moving forward?

Schedule a Call
30-minute consultation via Google Meet

Start a Quote

Get pricing and coverage guidance for your business.

Start a Quote
New coverage or renewal support

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

Switch to Velora
Broker of record support
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Talk to a Risk Advisor

Talk to a Risk Advisor

Have questions or want guidance before moving forward?

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Book a Consultation

Meet with a Velora Risk Advisor to review your business, current insurance, & next steps.

  • Industry-specific guidance
  • Coverage gap review
  • Investor / contract compliance insights
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Talk to a Risk Advisor

Talk to a Risk Advisor

Have questions or want guidance before moving forward?

Home
/
Start a Quote

Start a Quote

Get pricing and coverage guidance for your business.

Home
/
Make Velora Your Broker

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

Next

Make Velora Your Broker of Record

Appoint Velora as your broker of record so we can review and optimize your existing insurance—without disrupting active policies.

  • Your policies stay in place
  • We become your official advisor
  • We can negotiate pricing, terms, and endorsements
  • No cost to change your broker
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Make Velora Your Broker

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

BOR Intake

Collect minimum info to prepare BOR paperwork + route to the right specialist.

Upload current insurance policies or Certificate of Insurance (COI)
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Make Velora Your Broker

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

Step 1
Step 2
Step 3

Broker of Record Authorization

We’ll prepare the required BOR form(s) based on your carriers and coverage.

  • We email you the BOR form(s)
  • You review and e-sign
  • Velora submits to carriers on your behalf
Check Your Email for BOR Forms
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Make Velora Your Broker

Make Velora Your Broker

Already have insurance? Appoint Velora Risk Partners.

Step 1
Step 2
Step 3

You’re All Set

Your request to switch brokers is in progress.

  • We’ll confirm receipt of signed BOR
  • Our team reviews your current program
  • You’ll receive initial findings and recommendations
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