The Intelligent Insurance Solution

New Business Items Needed for Underwriting/Quoting

1. Supplemental Questionnaires

2. 5 plus years of Hard Copy Loss Runs - including current
3. Workers' Compensation  Acord Apps
4. NCCI Experience Modification and detail pages 
5. How long have they been in business, what experience do they have in the industry?
6. Loss Control contact information (Name, Title, email and phone#)

Items required before Binding/Issuance

  • Payment Policy & Contact Form - need prior to binding
  • Medical Care Plan Application - should be here at binding, can follow up w/in a week
  • Deposit Premium Check - only applies to New Business
    • If we are within 1 to 2 days of effective date - and check is not here by binding, broker needs to send to us a copy of the check being mailed. 
    • If we are a few days to the effective date - insured must pay deposit invoice upon receipt.