Application Requirements for Obtaining a Quote:

  • Company name & address
  • Exposures (revenue, staff hours & employee roster, type of service % breakdown)
  • Previous carrier declarations pages (if currently insured)

Broker Requirements:

  • Current Agency E&O Dec Pages
  • Current Agency license for the state we are writing coverage in
  • Current Agent license for the state we are writing coverage in
  • Signed Broker Agreement (if not previously submitted)

Requirements for Binding Coverage:

  • Confirmation of MVR checks (HNOA coverage)
  • Confirmation of background checks (PSA coverage)
  • 5 years current dated loss runs if insured (must be claim-free to bind with quoted price)
  • Signed Application
  • Written binding request with the effective date
  • Signed order form (or confirmation of which coverages are being taken)
  • Signed & marked TRIA
  • Signed Finance Agreement if financing
  • Surplus Lines Form (if applicable)
  • Statement of Diligent Effort (if applicable)