A couple who are restaurant owners

The ERC for the insurance industry

Insurance businesses may qualify for a substantial payroll tax refund through the Employee Retention Credit (ERC), even if they received PPP loans.

Determine Eligibility
A couple who are restaurant owners

From rising market volatility to increased fraud risk, the insurance industry had to fight through the pandemic.

How we've helped thousands of eligible businesses, including those in insurance, file for the ERC.


Qualifying them for government shutdown orders


Determining eligibility under limited commerce


Outlining COVID’s impact beyond reduced revenue

With the ERC, qualifying companies may receive a refund to help create new products, increase digitization efforts, and drive sustainable growth.

What our insurance customers are saying

Their communication throughout the process was excellent, and I have already referred several people to them.

Mark Sharifi
Legacy Financial and Insurance Services

The entire process was simple and streamlined. The team was very professional and attentive. Highly recommended.

Melissa Briggs
Callis & Associates, Inc.

Very professional from start to finish. They would even keep me updated through the whole process by email and phone. Highly recommend.

Greg Venable
Ami Auto Glass Insurance

Our team of independent tax attorneys and professionals works for you, with no upfront fee

Our independent tax attorneys and professionals have extensive knowledge of ERC qualifications and IRS tax code to help eligible insurance businesses claim their refund.

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It's easy to get started and see if you are eligible for the ERC

In the time it takes to make a coffee, we can help determine if your insurance business qualifies for ERC assistance.

Determine Eligibility

Frequently Asked Questions

Can my insurance company claim the ERC?
What is limited commerce?
Can my insurance business qualify under limited commerce?
Where can I learn more about limited commerce?