Australian clinical and healthcare consulting environment

Clinical Research & CRO Insurance

Before choosing a policy structure, define who sponsors, manages, treats, monitors, analyses and holds data. The insured's role in each study determines the exposure, not the industry label.

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Clinical research

The Tank take

Clinical research businesses may need professional indemnity, clinical trials liability, medical professional liability, public liability and cyber - but not every consultant needs every section. The insured's role in each study determines the exposure.

A consultant who provides operational advice without sponsoring trials, treating patients, attending sites or signing regulatory documents looks very different to an underwriter than a CRO or sponsor that accepts participant, ethics and monitoring responsibilities. Getting that distinction on paper is most of the placement.

The party map

Start with who does what in the trial

Clinical research insurance begins with a party map: sponsor, CRO and site each carry different exposures, and one business can hold more than one role.

Sponsor

Initiates and owns the trial

Owns the protocol, regulatory pathway and compensation framework. Delegating tasks to a CRO does not automatically remove sponsor obligations, which is why sponsor-side clinical trials liability is its own placement question.

CRO

Performs delegated services

Monitoring, data management, pharmacovigilance, project management and site services create professional and contractual exposure. A CRO's core cover is usually PI shaped around exactly which duties are delegated in writing.

Site & investigator

Delivers the protocol to participants

Recruitment, consent, treatment and clinical judgement can create medical liability that neither the sponsor's nor the CRO's policy is designed to pick up. Site and investigator cover has to be checked in its own right.

The consultant distinction

Consulting into trials is not running trials

A clinical operations consultant who advises sponsors and CROs on programme management works inside the trial ecosystem without holding trial responsibilities. That distinction changed a real placement: Tank placed PI and $10M general liability with US cover for exactly this kind of consultancy at around $1,500 including fees, because the submission proved the business did not sponsor trials, treat patients or manufacture products.

The negative statements that support this classification are specific: no studies conducted, no sponsor role, no ethics responsibility, no patient contact, no site attendance beyond declared visits, no regulatory sign-off. Where any of those do apply, the structure changes - honestly and deliberately.

See the full breakdown in our consultant case studies and the CRO vs sponsor vs site responsibility map.

Speak to a specialist

Complex science deserves a precise submission

Tell us what you advise on, build, test, supply or operate. We take the risk to insurers with genuine life sciences appetite and explain the terms before you decide.

Cover architecture

The sections to test against each role

Commonly needed

  • Professional indemnity for consulting, research management, data and regulatory services
  • Public liability for site attendance and premises exposures
  • Cyber for participant data, research platforms and vendors

Role-dependent

  • Clinical trials liability - usually sponsor-side, for participant injury and compensation obligations
  • Medical professional liability - where clinicians diagnose, treat or exercise patient-specific judgement
  • Property and research-asset cover for laboratories and samples

Titles do not decide responsibility; trial documents and contracts do. The policy structure should follow the delegation log, not the org chart.

Underwriting

What insurers ask clinical research businesses

  1. 01

    Is the insured a sponsor, CRO, site, investigator, consultant or more than one?

  2. 02

    Which tasks are delegated in writing, and which responsibilities remain?

  3. 03

    Are patients recruited, consented, treated or monitored by the insured?

  4. 04

    What phases, indications, participant numbers and countries are involved?

  5. 05

    What indemnities, compensation arrangements and insurance requirements apply?

  6. 06

    How are safety events, data quality, privacy and subcontractors controlled?

Working with Tank

How we structure a clinical research placement

01

Map the roles

We identify your role in each study from the trial documents and contracts, not the job titles.

02

Match the sections

PI, trials, medical, public liability and cyber are included or excluded deliberately, with the reasoning documented.

03

Prove the boundaries

Negative statements and delegation evidence let underwriters classify the risk accurately, which is what earns competitive terms.

Primary guidance

Check the current Australian guidance

Regulatory obligations sit outside your insurance policy. These official sources are the starting point.

External government and industry sources. Tank Insurance is not responsible for their content; confirm current requirements with the relevant body.

Common questions

Questions about Clinical Research & Trials

General information only. This page does not take account of your objectives, financial situation or needs and is not legal advice. Cover depends on the insurer, policy wording, limits, excesses, exclusions and information disclosed. Read the relevant policy documents and obtain professional advice before deciding.

Life sciences insurance review and specialist broking

Put your life sciences risk in front of the right markets

Tell us what you research, build, test, supply or operate, plus any overseas exposure. We will explain the available terms and exclusions before you decide.

Last updated: 08/08/2026

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