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.