New Business
Our Process
As a broker, you play a vital role in helping your clients find the right insurance carrier. We’re here to help you navigate the quoting process, and help our mutual client find the best coverage and services.
As a carrier, we work with any broker or agent of the customer’s choice. We do not offer insurance direct, without a broker.
To see our program highlights, please download our one-pagers:
Boys & Girls Clubs | Camps | JCCs | YMCAs
Submissions
Please send all materials listed below to [email protected] to make a formal submission.
Applications
Package / Excess
ACORD Applications
Loss Runs (5 Years)
Audited Financial Report
Statement of Values
New Business Questionnaire
12- and 15-Passenger Vans:
- Transportation Action Plan ⤓ (if you own or use vans)
Map of Camp(s) (for all organizations that operate camps)
Wildfire Self-Assessment ⤓ (if you have camp locations in AZ, CA, CO, ID, MT, NM, NV, OK, OR, TX, UT, WA or WY)
Workers’ Compensation
ACORD 130 Application
Loss Runs (5 Years)
Audited Financial Report
Premium History (5 Years)
Payroll History (5 Years)
Experience Mod Worksheet
Experience Mod History (4 Years)
Directors & Officers / EPLI
Audited Financial Report
Loss Runs (5 Years)
Current Declarations Page
