Package Application

(Property/General Liability/Auto)

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)
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