Captivate Submission Info | Balance Live Site

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To facilitate an efficient and comprehensive underwriting review, the following information is typically required:

Named insured(s) and ownership structure

Full tower structure (lead and excess layers)

Risk profile and controls, including a safety program overview

Requested coverages and endorsements

Currently valued loss runs (minimum five years, excluding the current policy period)

Description of all large losses exceeding $1,000,000

Exposure information, as applicable, both projected and historical

Revenue (current and projected)

Payroll by class

Vehicle count by class and usage (owned, hired, and non-owned)

Employee Count

Geographic footprint and operating territories

Balance Partners, LLC is a New York Limited Liability Company. In California, Balance Partners Insurance Services, LLC License #0M92717

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