Information Needed to Quote


Professional Liability or “Malpractice” Coverage
If you are currently insured, the quickest way to obtain a premium estimate is to provide the following information 30 to 60 days before your expiration date:

  • Last Year’s Professional Liability Application & All Supplements, Signed and Dated by a Principal
  • Current Professional Liability Declaration Page& & Prior Acts Page if not stated on the Declarations
  • Current Letterhead listing all current Attorneys for whom coverage is requested

If your firm is not currently insured, please call me at (415) 505-9699 to discuss your firm’s practice.

Management Liability Coverage (D&O, Employment Related Practices)
If you are currently insured for this line, the quickest way to obtain a premium estimate is to provide the following information 30 to 60 days before your expiration date:

  • Last Year’s Management Liability Application & All Supplements, Signed and Dated by a Principal
  • Current Management Liability Declaration Pages showing the coverage parts you have purchased
  • Recent, Independent Financial Statements, including Income Statement and Balance Sheet

If you are not currently insured for this line, we need your financial statement and a new application.

Cyber Liability / Privacy Protection / Fidelity & Crime / Fiduciary Liability
Please call me to discuss these lines of business at (415) 505-9699

Instructions for All Professional Lines of Insurance
Please scan your application and documents into one pdf file and email to George@Insure-Consult.com stating your firm name and the words “New Business” in the subject line. It is also a good idea at this stage to request 5 year “Loss Runs” from your current agent or company, since they might take some time to respond.

If you are currently insured, underwriters can usually provide a premium estimate based on last year’s information. Underwriters always need a new application and loss runs to bind coverage. Keep in mind that some companies use overly simplified renewal forms that don’t provide enough information for us to work with, but we will do our best.

Remember to let me know if you are being non-renewed by your carrier! If you are short on time you may need to request a 30 day extension!

img_03George E. Dias, AIC ASLI • P. O. Box 641723 • San Francisco, CA 94164-1723
C: (415) 505-9699 E: George@insure-consult.com
California Insurance License # 0B70963 • National Insurance Producer # 2635077

 

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