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Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc., a licensed producer in all states (TX 13695), (AR 100106022); in CA and MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc. (CA 0G94493), Aon Direct Insurance Administrator and Berkely Insurance Agency; and in NY, AIS Affinity Insurance Agency.

The examples and information provided in this material are intended to present a general overview for illustrative purposes only and are not intended to establish any standards of care, to serve as legal advice appropriate for any particular factual situations, or to provide an acknowledgement that any given factual situation is covered under any CNA insurance policy.  One or more of the CNA companies provide the products and/or services described. The material presented is not intended to constitute a binding contract. Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions and exclusions for an insured. All products and services may not be available in all states and may be subject to change without notice. "CNA" is a registered trademark of CNA Financial Corporation. Certain CNA Financial Corporation subsidiaries use the "CNA" trademark in connection with insurance underwriting and claims activities. Copyright © 2019 CNA. All rights reserved.

© 2019 Aon Insurance Services. All Rights Reserved.

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Top 3 Reasons Why Engagement Letters Are So Important 

  1. They set the boundaries of an engagement and establish a mutual understanding of the scope of services you’ll provide to your client
  2. They establish what the client’s and the CPA’s responsibilities are which helps manage the expectations for both parties on the process.
  3. They assist in the defense of a professional liability claim. You might be able to prevent a claim from being filed in the first place or, at the very least, you’ve likely strengthened your defenses. 

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