Package (Property/General Liability/ Auto)

Please complete our online application

The following items will be needed to build complete market specifications :

  • 5 years of loss runs – Please include narratives and additional information on large losses
  • Recently completed applications – Carrier applications from the previous or current renewal
  • Current policies - Essential for comparing current limits, forms, endorsements and exclusions
  • Governing Documents & Contracts – CC&R’s, Bylaws and the insurance portion of important contracts including hold harmless language should be reviewed
  • Statement of values – This document is updated and signed prior to renewal. It will list buildings/locations and property limits as well as any owned autos and equipment. Download a blank sample HERE (xls).

Professional Lines

(D&O, Crime, Cyber Liability)

The following items will be needed to complete our submission:

  • Current fiscal year end financials – CPA audited with all footnotes and schedules
  • Most recent quarterly financials
  • List of current Directors and Officers
  • Entities to include in cover- please include their name, description and relationship to the first named insured
  • 6 years of loss history

Other Lines of Coverage Available

Please contact us directly HERE for Umbrella, Earthquake, Workers’ Compensation, Flood, Fiduciary, Employee Benefits and Private Client quotes.

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