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Contact Information:

First Named Insured
 
Last Name
 

Address 1

 
Address 2
 
City
 
State
 
Zip Code
 
First Named Insured Phone
 
Effective Date
 
Expiration Date
 
State of Domicile
 
Federal Employer ID
 
Business Website
 
Email
 

 

Underwriting Information:

Do the Applicant's Annual Receipts and/or combined building plus personal property values at any one location exceed $3,000,000?
 
Do the Applicant's Annual Receipts and/or combined building plus personal property values at any one location exceed $15,000,000?
 
At any location, does the Applicant both occupy a portion of the premises and lease 50% or more of the premises (excluding basement) to others?
 
What is the annual Payroll?
 
What is the percentage of subcontractors used?
 

 

Product Information:

Agency Name
 
Policy Product
 

Policy Program

 
Business Type
 
Full Time Employees
 
Part Time Employees
 
Year Business was Established or Acquired by Current Owner
 
Select Lines of Business to be Included in this Policy
 

Property

General Liability
Automobile
Umbrella
Continuous Policy
 
Does applicant have any prior insurance?
 
Have there been any claims or occurrences within the last 5 years?
 
Do you have a hard copy loss runs?
 
Any other named insured with common majority ownership?
 
Is the primary location address different from the mailing address?
 

 

Line of Business #1

Line of Business
 
Prior Policy Exp Date
 

Prior Carrier

 
Prior Premium
 

Line of Business #2

Line of Business
 
Prior Policy Exp Date
 

Prior Carrier

 
Prior Premium
 

Line of Business #3

Line of Business
 
Prior Policy Exp Date
 

Prior Carrier

 
Prior Premium
 

 

Has the applicant ever had coverage cancelled or non-renewed?

Cancelled  

Non-Renewed

 

Policy Limit / Deductible Information:

Personal Property Valuation
 
Blanket Coverage
 
Building Blanket
Personal Property Blanket
GL Occurrence/Aggregate Limit:
Products and Completed Operations Aggregate
 
Personal and Advertising Injury Limit
 
Tenants Legal Liability Limit
 
Medical Expenses
 

 

Property Location Schedule:

Address

 

Address 2

 

City

 

State

 

Zipcode

 

County

 

Territory

 

Protection Class

 

Interest Type

 

Is the distance to the fire station less than 5 miles?

 

   Yes          No

Is the property within 1000' of commercially navigable body of water?

 

   Yes          No

Detailed Description of Operations:    

 

Building Schedule:

Building Limit

 

Personal Property Limit

 

Building Valuation

 

Construction Type

 

Year Built

 

Total Area - All Floors excluding Basement

 

Number of Stories

 

Number of Basements

 

Less than 1000' from hydrant?

 

   Yes          No

Does building have sprinklers?

 

   Yes          No

Fire Alarm Type

 

Burglar Alarm Type

 

Any loss payees/mortgagees?

 

   Yes          No

 

Additional Buildings:

Is there another location?

 

   Yes          No

Describe:    

 

Property Policy Options:

Employee Dishonesty

Signs

 

Supplemental Application Information:

Is applicant a subsidiary of another entity or does the applicant have any subsidiaries?

   Yes No

 

 

More Information:

Type anything that will help underwriting accept this risk

 

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