Title Page
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Site conducted
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Agent Name
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Submission Date
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Upload three admitted market declinations. You can submit for review without, but we cannot provide a quote or bind without them.
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What are the main reasons for the declination?
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Attach any existing policies, acord apps, supplementals, and loss runs
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Who is the current carrier? Are they offering a renewal?
General Overview
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Effective Date
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Expiration Date
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Legal Entity Type
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Legal Name
DBA - If business has multiple DBA's (ficticious business names), add additional by pressing the green '+' button below
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DBA Name
Other Named Insured's - If business has multiple Named Insured's, add additional by pressing the green '+' button below
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Named Insured
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Phone Number
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FEIN
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Mailing Address
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Is this the physical address?
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Industry (NAIC)
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SC Care does not typically have an appetite for this industry. Current SafetyCulture Clients and risks that are unique and do not have the typical exposures seen within the industry will be reviewed for exceptions. Would you like to submit for Underwriting consideration?
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SC Care does not typically have an appetite for this industry. Current SafetyCulture Clients and risks that are unique and do not have the typical exposures seen within the industry will be reviewed for exceptions. Would you like to submit Underwriting consideration?
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SC Care does not typically have an appetite for this industry. Current SafetyCulture Clients and risks that are unique and do not have the typical exposures seen within the industry will be reviewed for exceptions. Would you like to submit Underwriting consideration?
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SC Care does not typically have an appetite for this industry. Current SafetyCulture Clients and risks that are unique and do not have the typical exposures seen within the industry will be reviewed for exceptions. Would you like to submit Underwriting consideration?
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SC Care does not typically have an appetite for this industry. Current SafetyCulture Clients and risks that are unique and do not have the typical exposures seen within the industry will be reviewed for exceptions. Would you like to submit Underwriting consideration?
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Select the best match:
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Select the best match:
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Select the best match:
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Select the best match:
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Select the best match:
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Select best match:
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Select the best match:
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Select the best match:
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Select the best match:
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Select the best match:
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Select the best match:
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Description of Operations - please provide a summary of what the risk does:
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Year Established
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Website
Locations
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If business has multiple locations, add additional locations by pressing the green '+' button below
Location
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Address
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Number of Executive Officers
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Number of Employees
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Estimated annual gross revenue at this location
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Estimated annual payroll at this location
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Estimated Annual Revenue for Liquor Sales at this Location
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What coverages are you for this location? Select all that apply:
- Commercial Property
- Commercial General Liability
- Crime
- Equipment Breakdown
- Inland Marine
- Other
Property
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Square Footage of Building
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Square Footage Occupied by Insured
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Is this location over 30% vacant?
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Building Occupancy Type
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Building Construction Date
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Construction Type
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Number of Stories
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Is building Sprinklered?
Building updates - input year completed
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Roof
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Plumbing
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HVAC
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Electrical
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Protection Class
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Building Limit
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Business Personal Property Limit
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Business Personal Property Valuation Type
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Tenants Improvements & Betterments Limit?
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Personal Property of Others
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Property Deductible
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Windstorm Deductible
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General Liability: Limit of Insurance per Occurrence
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General Liability: Limit of Insurance Aggregate
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General Liability: Aggregate Limit Per:
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Products Liability Included?
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Products Liability Aggregate
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If you manufacture, relabel, or directly import any products, please list them here:
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Personal & Advertising Injury Included in Per Occurrence and Aggregate CGL coverage?
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Damage to Premises Rented to You Limit ($)
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Medical Payments ($)
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Hired & Non-Owned Auto Liability
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Does the business own any vehicles?
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How many employees use their personal vehicles for work?
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How many times per year do employees use their personal vehicles for work
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Does the risk require employees to carry at least the minimum required insurance coverage per their resident state?
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Does the risk collect proof of personal insurance?
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How many times per year are vehicles rented for the business?
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Employee Benefits Limit
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What ERISA limit would be needed?
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Add $1,000,000 of Liquor Liability?
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Are there any Additional Insureds required?
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Blanket Additional Insured as Required by a Contract is Included in this quote
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Any Scheduled Additional Insured's Required?
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If business has multiple additional insureds, add additional insureds by pressing the green '+' button below
Additional Insured
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What type of Additional Insured is required
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What is the name of the Additional Insured?
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What is the Additional Insured's Address?
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Waiver of Subrogation as required by Contract needed?
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Primary & Non-Contributory Wording needed as required by contract?
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What Crime coverage and limits do you need?
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What type of Equipment?
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What Limit of Equipment Breakdown do you need?
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Has the risk installed sensors? Or will the risk consider installing Sensors? *SafetyCulture is able to provide these at a discount and help them with the instalation
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What is the risk needing to over? Provide description and coverage amounts. You may attach documents showing schedules here as well.
Claims Information
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Has the risk had any claims in the past 5 years?
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If business has multiple claims in last 5 years, add additional claims by pressing the green '+' button below
Claim
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Claim type:
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Claim date:
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Description:
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Paid: ($)
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Reserve: ($)
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Open/Closed
Submit to Underwriter
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Risk Approved?
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Is risk declined?
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What is the declination reason?
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What else does the underwriter require to review the risk?
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Are there any subjectivities?
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Are there any coverage conditions that do not match the application?
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Premium?
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Taxes
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Fees
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Attach proposal here
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Date of approval
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Approver's signature