Yes, use our binding checklist as a guide for submitting your clients for coverage after they’ve approved their quote. You can also download our binding checklist for reference.
Officer information for each officer
- Full name
- Include/exclude status
- Percentage of ownership – must add up to 100%
Insured’s contact information
- Full name
- Phone number
- FEIN
- Mailing address
- Physical address(es)
- Email address
This cannot be the agent or sub-agent’s information
Required Documents
- Signed inclusion/exclusion for each company officer (as applicable)
- Available in Document Library
- No loss statement (if no prior coverage or new venture)
- Available in Document Library
If your client meets all of the following criteria, you can submit a no-loss letter instead of loss runs:- Preferred class codes
- No losses in past 3 years
- Premium under $20K
- Available in Document Library
- Loss runs confirming coverage and claims history as quoted in the partner portal
- Florida policies require a signed ACORD 130 per state law
Subjectivities
- All subjectivities stipulated by the underwriter
For California entities only (must be answered or will not be filed)
- Is a DMV cert required?
- If a PUC or CSLB filing is required, list the entity’s ID number