Fillable Realesteoapp - Misc. Professional Liability Mainform Application

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Realesteoapp - Misc. Professional Liability Mainform Application

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Professional Liability Errors and Omissions Insurance
Application
4711 06/07
1 of 4
If coverage is issued, it will be on a claims-made basis.
Notice: this insurance coverage provides that the limit of liability available to pay
judgements or settlements shall be reduced by amounts incurred for legal defense.
Further note that amounts incurred for legal defense shall be applied against the deductible
amount.
1. Name of applicant:
Address:
Website:
2. Limit of liability desired:
$500,000
$1,000,000 $2,000,000 Other $
3. Deductible desired:
$5,000
$10,000 $25,000 Other $
4. Please describe in detail the professional activities for which coverage is desired:
5. Is the applicant engaged in any business or profession other than as
described in Item 4?
Yes
No
If Yes, please describe/attach an explanation and estimated revenues:
6.
List the total gross revenues for the past two years derived from those activities described in
Question 4. In addition, list projected revenues for the current year.
Year
Amount
a. Current Projected: $
b. $
c. $
7.
For the revenues listed in question 6.a., please give the approximate percentage derived
from each of the activities listed in Question 4.:
A
ctivity % of 6.a. receipts
%
%
%
%
8. Applicant is a/an:
Corporation
Partnership Individual
Professional Liability Errors and Omissions Insurance
Application
4711 06/07
2 of 4
9. Date established:
10. Is the applicant firm controlled, owned or associated with any other
firm, corporation or company?
Yes
No
If Yes, please describe/attach an explanation:
Are any activities listed in Question 4. provided to such business
enterprise?
Yes
No
11. a. Number of principals, partners, officers and professional employees
directly engaged in providing services to clients:
b. Number of non-professional employees (clerks, secretaries, etc.):
12. Please provide the following information about the applicant’s key employees:
Name in full of ALL partners/
principals/key employees
Professional
qualifications
Date
qualified
How
long in
practice?
How long
as partner/
principal?
13. To what professional association(s) does the applicant belong?
14. Please include a list of applicant firm’s five (5) largest jobs or projects during the past three
(3) years. Please give, in detail: 1) project/client name; 2) the nature of the services
performed for the client; and 3) the revenues obtained from those services.
Project/client name Nature of the services
Revenue
obtained
$
$
$
$
$
15. Does the applicant use a written contract with a client:
In all cases
Sometimes Never
16. What percentage of the applicant’s business involves subcontracting of work to
others?
%
Does the applicant provide professional services to business entities
in which it retains an ownership interest?
Yes
No
Professional Liability Errors and Omissions Insurance
Application
4711 06/07
3 of 4
If Yes, please explain:
17. Has any similar insurance ever been declined, non-renewed or
cancelled?
Yes
No
If Yes, please describe/attach an explanation:
18. Is similar insurance currently in place?
Yes
No
If Yes, please provide the following professional insurance information:
Description of covered services:
Company Expiration Date Limits Deductible Premium
$ $ $
Prior Acts/Retroactive date on policy?
mm/dd/yy
19. Please attach most recent audited financial statements (or recent tax returns) and descriptive
or promotional materials.
a. Estimated Gross receipts for current fiscal period: $
b. Estimated Cost of Goods Sold for current fiscal period: $
20. Have any of the individuals listed in question 12 ever been the
subject of disciplinary action by authorities as a result of their
professional activities?
Yes
No
If Yes, please explain:
21. Does the person to be insured have knowledge or information of any
act, error or omission which might reasonably be expected to give
rise to a claim against him/her?
Yes
No
If Yes, please complete a Supplemental Claims Information Form for each.
22. After inquiry have any claims been made against any proposed
Insured(s) during the past five (5) years?
Yes
No
If Yes, please complete a Supplemental Claims Information Form for each claim.
How many claims have been made in the past three (3) years?
Professional Liability Errors and Omissions Insurance
Application
4711 06/07
4 of 4
It is understood and agreed that with respect to questions 20, 21 and 22, that is such knowledge or
information exists any claim or action arising there from is excluded from this proposed coverage.
Notice to New York applicants: any person who knowingly and with intent to defraud any
insurance company or other person files an application for insurance containing any false
information, or conceals for the purpose of misleading, information concerning any material
thereto, commits a fraudulent insurance act, which is a crime.
The applicant hereby acknowledges that he/she/it is aware that the limit of liability shall be
reduced, and may be completely exhausted, by the costs of legal defense and, in such event, the
Insurer shall not be liable for the costs of legal defense or for the amount of any judgment or
settlement to the extent that such exceeds the limit of liability.
The applicant further acknowledges that he/she/it is aware that legal defense costs that are
incurred shall be applied against the deductible amount.
I DECLARE that, after inquiry, the above statements and particulars are true and I have not
suppressed or misstated any material fact and that I agree that this application shall be the basis of
the contract with the Underwriters.
Name of applicant:
Signature of person authorized to execute on behalf
of the applicant:
Date:
This application form duly completed, together with any supplementary information, must be signed
in ink or by electronic signature by the person indicated.
Signing of this form does not bind the applicant or the Underwriters to complete this insurance.
A copy of this application should be retained for your records.
4694 03/06
REAL ESTATE OPERATIONS
SUPPLEMENTAL
APPLICATION
Applicant:
1. Please complete the appropriate sections stating the annual gross commissions and/or
fees earned during the last twelve months:
a. Real Estate Sales/Brokerage $
Number of Transactions
b. Real Estate Property Management $
Types of Properties Managed
c. Real Estate Appraisals $
Number of Appraisals
d. Mortgage Brokerage/Banking $
Number of Loans Placed
e. Real Estate Consulting $
Number of Contracts
f. Syndication/Partnerships $
(attach sample offerings, agreements, description of activities)
g. Property Development and/or Construction $
(attach detailed description of operations)
h. Real Estate Leasing Services $
Total Commission/Fees $
2. Indicate the percentage of total income derived from the following:
a. Commercial %
b. Residential %
c. Industrial %
d. Agricultural %
e. Undeveloped Land %
f. Other (please specify)
%
3. Are sales personnel employees or independent contractors?
Employees Independent contractors
If independent contractors, please provide us with a sample contract.
Please complete the following if you manage properties:
a. Is a budget plan prepared for each property managed? YES
NO
If NO, please explain:
4694 03/06
REAL ESTATE OPERATIONS
b. Is firm involved in space merchandising? YES
NO
If YES, please give details:
c. Are credit reports obtained on prospective tenants? YES
NO
If YES, please explain:
d. Are you responsible for negotiating, effecting or maintaining
insurance coverage on properties managed?
YES NO
If YES, please explain:
e. Indicate percentage of management fees derived from commercial property:
Commercial % Residential %
4. Does the applicant or any person for whom insurance is being
requested have any ownership or equity interest in any property
being managed or held for sale?
YES NO
If YES, please attach a schedule of such properties and interests.
5. Do you offer any home warranty/protection plans? YES
NO
If YES, please advise name of plans and percentage of transactions involving such plans.
6. Do you have procedures in place designed to prevent fair housing
claims?
YES NO
7. Do you wish to have a quote including fair housing coverage? YES
NO
It is understood and agreed that this supplemental application shall become a part of the application for Professional Liability Errors
and Omissions Insurance.
Name of applicant:
Signature of person authorized to execute on behalf of the applicant: Date:
A copy of this application should be retained for your records.
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Realesteoapp - Misc. Professional Liability Mainform Application

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Completed 2 July 2020

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