Captivate Submission Info | Balance Live Site

To facilitate an efficient and comprehensive underwriting review, we may require the following information, to the extent not already provided:

Underwriting narrative, including named insured(s), ownership structure, operations, and geographic footprint

Exposure information (both projected and historical), as applicable — including revenue, payroll, employee count, locations, and vehicle count by class and usage (owned and HNO)

Currently valued loss runs (minimum five years, excluding the current policy period for GL, Auto, and Products)

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

Current program structure, including lead umbrella carrier, form, limits, and underlying limits

Overview of risk management practices, including any formal fleet safety or training programs

Summary of requested coverage, including key terms, exclusions, and enhancements

Overview of contractual risk transfer, including indemnification/hold harmless agreements, COI requirements, and vendor insurance requirements