PRODUCER APPOINTMENT PROFILE
Attn: Compliance Department
One Bala Plaza, Suite 100, Bala Cynwyd, PA 19004
800.873.4552 ~ Fax: 610.617.7940 ~ agentlicensing@phly.com
Please type or print your answers. Use a separate sheet if necessary.
1.
Name of Agency:
DBA Name(s):
2.
Business Address
Street:
City:
County:
State:
Zip:
3.
Mailing Address: (if different from above)
Street:
City:
County:
Zip:
4.
Telephone:
E-mail:
Fax:
5.
Primary Contact Person:
Phone:
Email address:
6.
Corporation
LLC
Partnership
Individual
7.
FEIN/ Taxpayer ID:
Year business established:
8.
Is Agency engaged in, owned by, associated or affiliated with, or controlled by any other business
interest? If yes, please describe:
Yes
No
9.
National Producer Number (NPN):
Look up your Agency NPN here or at www.nipr.com/PacNpnSearch.htm
AGENCY PRINCIPAL INFORMATION
1.
Name
Year Started
in Insurance
Year Started
w/ Agency
License Number
Social
Security # DOB
2.
Primary Residence Address
Street:
City:
County:
Zip:
3.
National Producer Number (NPN):
Look up your Individual NPN here or at www.nipr.com/PacNpnSearch.htm
4.
Have you ever been convicted of, plead guilty or no contest to a felony or a misdemeanor
involving dishonesty or breach of trust? If yes, provide details.
Yes
No
5.
Have you ever committed a violation of any state insurance law? If yes, provide details.
Yes
No
Producer Appointment Profile
Page 1 of 3
© 2020 Philadelphia Consolidated Holding Corp.
12/2020
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TO WHOM IT MAY CONCERN:
“I hereby authorize Philadelphia Insurance Companies, or its authorized representatives, to conduct such inquiries
as necessary to verify all information contained in my application for program business with Philadelphia Insurance
Companies. Said inquiries will include verification of previous employment, education, criminal conviction record,
and the procurement of a consumer credit report.”
_______________________________________________________
Signature
Date
CONFIDENTIALITY
As part of its due diligence efforts, Philadelphia Insurance Companies requests individual social security numbers
to perform background check inquiries.
Philadelphia Insurance Companies utilizes a third party vendor to perform these background check inquiries and
does not share or use an individual’s social security number with any other party or for any other reason.
OPERATIONS
1.
Does your Agency write business outside your state of domicile?
Yes
No
If yes, which state(s):
2.
Please check all states in which your Agency holds a valid license:
Alabama
Illinois
Montana
Rhode Island
Alaska
Indiana
Nebraska
South Carolina
Arizona
Iowa
Nevada
South Dakota
Arkansas
Kansas
New Hampshire
Tennessee
California
Kentucky
New Jersey
Texas
Colorado
Louisiana
New Mexico
Utah
Connecticut
Maine
New York
Vermont
Delaware
Maryland
North Carolina
Virginia
District of Columbia
Massachusetts
North Dakota
Washington
Florida
Michigan
Ohio
West Virginia
Georgia
Minnesota
Oklahoma
Wisconsin
Hawaii
Mississippi
Oregon
Wyoming
Idaho
Missouri
Pennsylvania
3.
Does your Agency maintain Errors & Omissions coverage? If yes, please complete the following:
Yes
No
Insurance Company:
Limits:$
Deductible:$
Effective Dates:
4.
Does your Agency maintain D&O and EPLI coverage? If yes, please complete the following:
Yes
No
Insurance Company:
Limits:$
Deductible:$
Effective Dates:
5.
What is the current limit on your Agency Employee Dishonesty Coverage? (minimum $100,000 required)
$ BE SURE TO INCLUDE COPIES OF ALL INSURANCE DECLARATIONS PAGES
6.
Is there any pending or threatened litigation or judgment within the past five (5) years exceeding
$5,000 against any of your agents, brokers, or any of the principals? If yes, please explain:
Yes
No
The undersigned hereby declares that the answers given with respect to the foregoing questions are true,
complete, and accurate with no misrepresentations, omissions, or any other concealment of fact.
_____________________________________________________
Signature of Agency Principal
Date
Printed/ Typed Name of Agency Principal
Agency Principal Phone Number
Agency Principal Email Address
Producer Appointment Profile
Page 2 of 3
© 2020 Philadelphia Consolidated Holding Corp.
12/2020
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FRAUD STATEMENT AND SIGNATURE SECTIONS
The Undersigned states that he/she is an authorized representative of the Applicant and declares to the best of his/her knowledge and belief
and after reasonable inquiry, that the statements set forth in this Application (and any attachments submitted with this Application) are true
and complete and may be relied upon by Company * in quoting and issuing the policy. If any of the information in this Application changes
prior to the effective date of the policy, the Applicant will notify the Company of such changes and the Company may modify or withdraw the
quote or binder.
The signing of this Application does not bind the Company to offer, or the Applicant to purchase the policy.
*Company refers collectively to Philadelphia Indemnity Insurance Company and Tokio Marine Specialty Insurance Company
VIRGINIA APPLICANT: READ YOUR POLICY. THE POLICY OF INSURANCE FOR WHICH THIS APPLICATION IS BEING MADE, IF ISSUED,
MAY BE CANCELLED WITHOUT CAUSE AT THE OPTION OF THE INSURER AT ANY TIME IN THE FIRST 60 DAYS DURING WHICH IT IS IN
EFFECT AND AT ANY TIME THEREAFTER FOR REASONS STATED IN THE POLICY.
FRAUD NOTICE STATEMENTS
ANY PERSON WHO KNOWINGLY AND WITH INTENT TO DEFRAUD ANY INSURANCE COMPANY OR OTHER PERSON FILES AN APPLICATION FOR
INSURANCE CONTAINING ANY MATERIALLY FALSE INFORMATION OR CONCEALS, FOR THE PURPOSE OF MISLEADING, INFORMATION
CONCERNING ANY FACT MATERIAL THERETO COMMITS A FRAUDULENT INSURANCE ACT, WHICH IS A CRIME AND SUBJECTS THAT PERSON TO
CRIMINAL AND CIVIL PENALTIES (IN OREGON, THE AFOREMENTIONED ACTIONS MAY CONSTITUTE A FRAUDULENT INSURANCE ACT WHICH MAY
BE A CRIME AND MAY SUBJECT THE PERSON TO PENALTIES). (IN NEW YORK, THE CIVIL PENALTY IS NOT TO EXCEED FIVE THOUSAND DOLLARS
($5,000) AND THE STATED VALUE OF THE CLAIM FOR EACH SUCH VIOLATION). (NOT APPLICABLE IN AL, AR, AZ, CO, DC, FL, KS, LA, ME, MD, MN,
NM, OK, PA, RI, TN, VA, WA AND WV).
APPLICABLE IN AL, AR, AZ, DC, LA, MD, NM, RI AND WV: ANY PERSON WHO KNOWINGLY (OR WILLFULLY IN MD) PRESENTS A FALSE OR
FRAUDULENT CLAIM FOR PAYMENT OF A LOSS OR BENEFIT OR WHO KNOWINGLY (OR WILLFULLY IN MD) PRESENTS FALSE INFORMATION IN AN
APPLICATION FOR INSURANCE IS GUILTY OF A CRIME AND MAY BE SUBJECT TO FINES OR CONFINEMENT IN PRISON.
APPLICABLE IN COLORADO: IT IS UNLAWFUL TO KNOWINGLY PROVIDE FALSE, INCOMPLETE, OR MISLEADING FACTS OR INFORMATION TO AN
INSURANCE COMPANY FOR THE PURPOSE OF DEFRAUDING OR ATTEMPTING TO DEFRAUD THE COMPANY. PENALTIES MAY INCLUDE
IMPRISONMENT, FINES, DENIAL OF INSURANCE AND CIVIL DAMAGES. ANY INSURANCE COMPANY OR AGENT OF AN INSURANCE COMPANY WHO
KNOWINGLY PROVIDES FALSE, INCOMPLETE, OR MISLEADING FACTS OR INFORMATION TO A POLICYHOLDER OR CLAIMANT FOR THE PURPOSE
OF DEFRAUDING OR ATTEMPTING TO DEFRAUD THE POLICYHOLDER OR CLAIMANT WITH REGARD TO A SETTLEMENT OR AWARD PAYABLE FROM
INSURANCE PROCEEDS SHALL BE REPORTED TO THE COLORADO DIVISION OF INSURANCE WITHIN THE DEPARTMENT OF REGULATORY
AGENCIES.
APPLICABLE IN FLORIDA AND OKLAHOMA: ANY PERSON WHO KNOWINGLY AND WITH INTENT TO INJURE, DEFRAUD, OR DECEIVE ANY INSURER
FILES A STATEMENT OF CLAIM OR AN APPLICATION CONTAINING ANY FALSE, INCOMPLETE, OR MISLEADING INFORMATION IS GUILTY OF A
FELONY (IN FL, A PERSON IS GUILTY OF A FELONY OF THE THIRD DEGREE).
APPLICABLE IN KANSAS: AN ACT COMMITTED BY ANY PERSON WHO, KNOWINGLY AND WITH INTENT TO DEFRAUD, PRESENTS, CAUSES TO BE
PRESENTED OR PREPARES WITH KNOWLEDGE OR BELIEF THAT IT WILL BE PRESENTED TO OR BY AN INSURER, PURPORTED INSURER, BROKER
OR ANY AGENT THEREOF, ANY WRITTEN, ELECTRONIC, ELECTRONIC IMPULSE, FACSIMILE, MAGNETIC, ORAL, OR TELEPHONIC COMMUNICATION
OR STATEMENT AS PART OF, OR IN SUPPORT OF, AN APPLICATION FOR THE ISSUANCE OF, OR THE RATING OF AN INSURANCE POLICY FOR
PERSONAL OR COMMERCIAL INSURANCE, OR A CLAIM FOR PAYMENT OR OTHER BENEFIT PURSUANT TO AN INSURANCE POLICY FOR
COMMERCIAL OR PERSONAL INSURANCE WHICH SUCH PERSON KNOWS TO CONTAIN MATERIALLY FALSE INFORMATION CONCERNING ANY FACT
MATERIAL THERETO; OR CONCEALS, FOR THE PURPOSE OF MISLEADING, INFORMATION CONCERNING ANY FACT MATERIAL THERETO.
APPLICABLE IN KENTUCKY: ANY PERSON WHO KNOWINGLY AND WITH INTENT TO DEFRAUD ANY INSURANCE COMPANY OR OTHER PERSONS
FILES AN APPLICATION FOR INSURANCE CONTAINING ANY MATERIALLY FALSE INFORMATION OR CONCEALS, FOR THE PURPOSE OF
MISLEADING, INFORMATION CONCERNING ANY MATERIAL THERETO COMMITS A FRAUDULENT INSURANCE ACT, WHICH IS A CRIME.
APPLICABLE IN MAINE, TENNESSEE, VIRGINIA AND WASHINGTON: IT IS A CRIME TO KNOWINGLY PROVIDE FALSE, INCOMPLETE OR MISLEADING
INFORMATION TO AN INSURANCE COMPANY FOR THE PURPOSE OF DEFRAUDING THE COMPANY. PENALTIES MAY INCLUDE IMPRISONMENT,
FINES OR A DENIAL OF INSURANCE BENEFITS.
APPLICABLE IN PENNSYLVANIA: ANY PERSON WHO KNOWINGLY AND WITH INTENT TO DEFRAUD ANY INSURANCE COMPANY OR OTHER PERSON
FILES AN APPLICATION FOR INSURANCE OR STATEMENT OF CLAIM CONTAINING ANY MATERIALLY FALSE INFORMATION OR CONCEALS FOR THE
PURPOSE OF MISLEADING, INFORMATION CONCERNING ANY FACT MATERIAL THERETO COMMITS A FRAUDULENT INSURANCE ACT, WHICH IS A
CRIME AND SUBJECTS SUCH PERSON TO CRIMINAL AND CIVIL PENALTIES.
APPLICABLE IN VERMONT: ANY PERSON WHO KNOWINGLY PRESENTS A FALSE STATEMENT IN AN APPLICATION FOR INSURANCE MAY BE GUILTY
OF A CRIMINAL OFFENSE AND SUBJECT TO PENALTIES UNDER STATE LAW.
APPLICABLE IN NEW YORK: ANY PERSON WHO KNOWINGLY AND WITH INTENT TO DEFRAUD ANY INSURANCE COMPANY OR OTHER PERSON
FILES AN APPLICATION FOR INSURANCE OR STATEMENT OF CLAIM CONTAINING ANY MATERIALLY FALSE INFORMATION, OR CONCEALS FOR THE
PURPOSE OF MISLEADING, INFORMATION CONCERNING ANY FACT MATERIAL THERETO, COMMITS A FRAUDULENT INSURANCE ACT, WHICH IS A
CRIME AND SHALL BE SUBJECT TO A CIVIL PENALTY NOT TO EXCEED FIVE THOUSAND DOLLARS AND THE STATE VALUE OF THE CLAIM FOR EACH
SUCH VIOLATION.
NA
ME (PLEASE PRINT/TYPE) TITLE
(MUST BE SIGNED BY THE PRESIDENT, CHAIRMAN, CEO OR EXECUTIVE DIRECTOR)
_____
________________________________________________________
SIGNATURE DATE
SE
CTION TO BE COMPLETED BY THE PRODUCER/BROKER/AGENT
PRODUCER AGENCY
(If this is a Florida Risk, Producer means Florida Licensed Agent)
PRODUCER LICENSE NUMBER
(If this a Florida Risk, Producer means Florida Licensed Agent)
ADDRESS (STREET, CITY, STATE, ZIP)
Producer Appointment Profile
Page 3 of 3
© 2020 Philadelphia Consolidated Holding Corp.
12/2020
Clear Application
Print Application