Required Information
Expiring exposures
E-mail electronic property schedule
Loss information for the last 5 full years plus current year
to be valued at no earlier than 90 days prior to inception
List of all losses excess of 50% of proposed SIR's
Confirmation GB are used
- Else TPA unbundling procedures must be adhered to and approval sought in advance
Copies of Loss runs mailed to Munich American Risk Partners
Broker Surplus Line License details
- (Name, Office, License Number)
Is it a bid?
Who is the competition?
Executive Summary
- Including any key issues not already mentioned in the General Comments about the Risk Section
Optional Information - If Coverage required
Terrorism Questionnaire
Flood Zone A and V Exposure Information
Policies & Procedures Manual for Sexual Harassment
- Plus any Ground Up losses - last 5 years
Underwriters require a 30 day lead time.
Time spent by AJG UK completing submissions to underwriters' standards does not count against the 30 days.
By-Laws and Interlocal agreement
Enabling Legislation
- Start up Pools only
Details of Loss Fund Funding
- Is it fully funded, how are assessments handled?
Management of the pool
- Staff Details
Details of the Allocation formula
Number of Members
- Last 6 Years
Financial Report for the Pool (Must be current)
Feasibility or the Actuarial study (Must be current)
SUBMISSION INFORMATION CHECKLIST