NAPLIA Announces New Program Manager for Bookkeepers’ Professional Liability Division

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Courtney Jackson Foley has returned to NAPLIA to take the Bookkeepers’ division to the next level. As an industry veteran, Foley knows the importance of strong alliances with professional associations.

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"Courtney Jackson Foley brings a mix of experience and savvy that will serve our clients and the profession well." says Gary Sutherland, CEO, NAPLIA.

NAPLIA has been providing Errors & Omissions Insurance designed specifically for today’s small Accounting Firms, Bookkeepers and Tax Professionals since 1998.

Courtney Jackson Foley has returned to NAPLIA to take the Bookkeepers’ division to the next level. As Program Manager – Bookkeepers’ Professional Liability Division, she is responsible for policy quotes and issuance, answering client questions and helping with claims issues, and maintaining NAPLIA’s high client satisfaction rating. Courtney brings nearly 15 years of insurance experience to this role and she is actively pursuing the designation of Registered Professional Liability Underwriter (RPLU).

As an industry veteran, Foley knows the importance of strong alliances with professional associations. NAPLIA is endorsed by the American Institute of Professional Bookkeepers, (AIPB). “NAPLIA’s relationship with the AIPB is essential to our success with the bookkeeping profession. We are honored to work with the AIPB to offer resources and insurance for its 30,000 members” comments Foley.

One of Foley’s first initiatives is to roll-out a new website for bookkeepers through which they can obtain a quote and secure errors and omissions insurance quickly and easily. By answering a few questions, NAPLIA’s sophisticated new site will be able to properly define the coverage needed for each bookkeeper’s practice. AIPB members will receive a discount.

Gary Sutherland, CEO, NAPLIA talks about Courtney’s return to NAPLIA, “We are thrilled to have Courtney working with NAPLIA as the leader of our Bookkeepers’ Professional Liability Division. She brings a mix of experience and savvy that will serve our clients and the profession well.”

Courtney can be reached courtneyf(at)naplia(dot)com or 508-656-1342.

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NAPLIA has specialized in providing Professional Liability (errors & omissions) and related insurance products for Accountants, Investment Advisors, Attorneys, and other professionals. No other national agency can match our personal service and expertise in the risks associated with operating under ERISA; and no other independent agency can match our national recognition for excellence in the Qualified Plan and Investment Advisory insurance and bonding space. Learn more at naplia.com.

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Gary B. Sutherland, CIC MLIS - CEO
@naplia
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