Industry checklist

Insurance checklist for real estate agents

Real estate professionals should think about E&O, general liability, cyber exposure, and open house risks. Use this page as a quote preparation checklist, not as legal or insurance advice.

Professional Liability / E&O

Helps address claims related to mistakes, missed deadlines, negligence allegations, or professional advice.

General Liability

Helps address common third-party bodily injury, property damage, and advertising injury claims.

Cyber Liability

Helps with costs tied to data breaches, cyber incidents, notification, recovery, and liability.

Questions to ask before buying coverage

  • Which policies are required by client, landlord, venue, lender, or platform contracts?
  • Are employees, contractors, vehicles, job sites, or customer data part of the risk?
  • What limits, deductibles, exclusions, and certificates will a client expect?
  • Does the policy match your state, revenue, payroll, services, and claims history?

Search topics this page targets

  • real estate agent e&o insurance
  • real estate agent business insurance
  • errors and omissions real estate
  • insurance for realtors
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