Title Page

  • Conducted on

  • Prepared by

  • Brokerage

Untitled Page

  • Named Insured

  • Do you have acord applications or another application ready?

  • What Lines of Business are needed?

Other Specialty Insurance

  • What other Insurance product is needed?

  • Effective date?

  • Expiration date?

  • Does current coverage exist?

  • Please attach copy of current coverage

  • Please attach current loss runs for this coverage

  • Please describe what limits are needed

Commercial Property

  • Is there current coverage?

  • Please attach copy of current policy

  • Please attach current loss runs

  • Please provide a schedule of the locations needing coverage and what limits they require

General Liability

  • Is there current coverage?

  • Please attach copy of current policy

  • Please attach current loss runs

  • Please describe the risk's operations

  • Provide risk's website

  • What is risk's Gross Revenue?

  • What is risk's estimated Annual Payroll?

  • What is the Sqft of the business?

  • What limits of coverage are they looking for?

  • Are there any contractual requirements? Describe or attach contract

Workers' Compensation

  • Is there current coverage?

  • Please attach copy of current policy

  • Please attach current loss runs

  • Please provide # of employees and payroll by WC class

Commercial Auto

  • Is there current coverage?

  • Please attach copy of current policy

  • Please attach current loss runs

  • Please attach current MVR's

  • Please provide a schedule vehicles and drivers

  • Please provide details on the coverage limits they are requesting

  • Please provide current MVR's

Commercial Umbrella

  • Is there current coverage?

  • Please attach copy of current policy

  • Please attach current loss runs

  • Please provide info on limits needed and coverages that they'd like to place as underlying

  • Please attach all acord applications

  • Please attach all current loss runs

  • Check this box to alert SC Care Underwriter

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.