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 (xls)