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Companies We Represent:

Questions?
We'd Love to
Hear From You.

 
E-mail:
kis36@sbcglobal.net

 

23366 Commerce Park,
Suite 200
Beachwood, OH 44122
 
Phone: 1-216-397-5890
Fax: 1-216-464-0095
Toll Free: 866-428-8614

Insurance License #14365

 
Mortgage Field Services
Insurance Application Form
One Simple Form - takes only 2-3 Minutes!

FOR FAST QUOTES - Answer ALL QUESTIONS!

  • If a question does not apply to You or Your job, please answer DNA (does not apply)
  • Be specific about Job/Work performance
  • Minimum Premium for Program is $1,000.00 Plus Fees - Please Keep this in Mind.

    NOT FOLLOWING THESE INSTRUCTIONS WILL ONLY DELAY YOUR QUOTE FOR 72 HOURS OR LONGER


  • Your Name:
    BUSINESS Name:
    Mailing Address:
    City:
    State:
    Zip/Postal:
    Company Web Site Address:
    E-Mail (REQUIRED):
    Phone:
    Fax (optional):
     
    Business Underwriting Information
    State of operation:
    Years in Business:
    Effective Date of Coverage Requested:
    Gross Receipts: $
    Subcontracted Costs: $
    Gross Payroll: $
     
    Payroll/Sales Description |    Payroll   | Sales
    Glass Dealers and Glaziers [13590]
    Locksmiths [14913]
    Pest Control Services [43470]
    Real Estate Property Managed [47052]
    Carpentry - 3 Stories or Less [91342]
    Drywall or Wallboard Installation [92338]
    Engineers or Architects [92663]
    Inspection or Appraisal Company [96317]
    Janitorial Services [96816]
    Lawn Care Services [97050]
    Plumbing, Residential [98483]
    Roofing, Residential [98678]
    Snow & Ice Removal [99310]
    Truckers / Movers [99793]
    Other (Detail in Remarks)
    Other (Detail in Remarks)
    Other (Detail in Remarks)
     
    Retro Date:
     
    Professional Desired? Yes No
     
    Provide a detailed description
    of your operations:
    1. Are You a Safeguard Contractor? Yes No
    If yes, for how long?
     
    2. Are You a Licensed Contractor? Yes No
     
    3. Is there a Safety Program in Place? Yes No
     
    4. Do you currenlty comply with Safeguard Program Requirements? Yes No
     
    5. Do you perform work outside the Safeguard Program? Yes No
        If yes, do you have
        GL Coverage Elsewhere?
    Yes No
    Provide Insurance Carrier Name, Policy Term and Limits:
     
    6. Have you Ever Had your General Liability and/or Professional Liability coverage cancelled or non-renewed? Yes No
        If Yes, provide details:
     
    7. Do you have any discontinued operations/exposures not disclosed in the application? Yes No
     
    8. Have you experienced any losses greater than $10,000 in the past 5 years? Yes No
    If Yes, provide details in numerical order FOR EACH CLAIM as follows: 1) Date of Loss 2) Total Loss Incurred 3) Description of Claim 4) Status of Claim (open/closed) 5) Valuation Date
     
    9a. Have you experienced more than 5 claims per year during any of the past 5 years? Yes No
     
    9b. List details of ALL CLAIMS in past 5 years:
    On claims in past 5 years, provide details in numerical order FOR EACH CLAIM as follows: 1) Date of Loss 2) Number of Claims 3) Paid Losses 4) Expenses Paid 5) Total Reserve 6) Total Loss Incurred 7) Valuation Date 8) Insurance Carrier Name
     
    10. Have you ever had a construction defect claim? Yes No
     
    11. Do you ever utilize sub-contractors? Yes No
        If Yes, do you require subcontractor to carry insurance limits equal to, or greater than yours? Yes No
         If yes, do you require Certificates of insurarance, AI status and favorable hold harmless agreements? Yes No
     
    12. Has Current Management Been in Place over 2 years? Yes No
     
    13. Has Payroll or Gross Receipts grown over 20% in past 3 years? Yes No
     
    14. Do You employ any leased or temporary workers? Yes No
     
    15. Do You perform any work over 3 stories? Yes No
     
    16. Have you ever been involved with new construction? Yes No
     
    17. Do you perform and environmental remediation (including but not limited to mold, asbestos, or lead? Yes No
     
    18. Do you remove any hazardous waste? Yes No
     
    19. Do you preserve properties valued at over $2 Million? Yes No
     
    20. Describe any other exposures not previously addressed:
     
    21. Detail Jobsite Security:
     
    22. Describe Losses, # of claims, Paid losses, and reserves, and insurance carrier if you have had claims:
     
    23. Describe Any Losses Greater than $10,000:
     
    Limit of Liability
    Coverage Requested?
    $300,000
    $500,000
    $1 Million
    $2 Million +
     


    Thank you for filling out this form COMPLETELY!

    We value your input as PRIVATE information. Every step has been taken to insure your privacy, security, and our intent is to release quote information only to you. We will not give your data to ANY other person or group for sales, marketing, or ANY other purposes. By checking the box below you agree to allow our agency to release this information via the method you have chosen, and to release them from any liability should this information be accidentally viewed by others. Our intention is to maintain your complete privacy.

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