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ADDITIONAL ITEMS NEEDED FOR LIABILITY QUOTE:
- Appropriate completed applications
- Policies and procedures
-
If for profit - resume of Owner / Executive Director
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Copies of licenses of insured
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ADDITIONAL ITEMS NEEDED FOR OTHER
LINES
- Appropriate completed applications
- Acord applications for property, auto, crime, boiler, accounts receivable / valuable papers, EDP
- Earnings and Expense worksheets
(if applicable)
Non-Owned Auto Liability Exposure Evaluation
(if applicable)
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List of primary drivers and MVRs if available
Total number of employees
-
Driver hiring, training and monitoring procedures
-
Vehicle maintenance procedures
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Safety program information
-
Building safety and protection information
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Appraisals on buildings
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Signed Statement of Values for any risk with 10 or more locations to be blanketed.
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COPE information - construction, occupancy, protection, exterior exposures
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Ages of buildings, number of stories, dates of most recent upgrades performed on plumbing, heating, electrical and roofing.
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