Comprehensive Insurance Policy Application Form

I. Applicant & Contact Information

Applicant/Insured Name (Individual or Entity):

Entity Type:

Individual

Partnership

Private Company

Public Company

Trust

Non-Profit

Other:

Principal Address (No P.O. Boxes):

Mailing Address (If different from Principal Address):

Primary Business/Occupation/Profession:

Date of Establishment/Birth:

Contact Person for this Application:

Contact Phone Number:

Contact Email Address:

Tax Identification Number/Equivalent:

II. Coverage & Policy Details

A. Requested Coverage

Coverage Type

Requested (Y/N)

Proposed Limit of Indemnity/Sum Insured

Requested Deductible/Excess

A
B
C
D
1
Property (Physical Damage)
 
 
 
2
General/Public Liability
 
 
 
3
Professional Liability/E&O
 
 
 
4
Directors & Officers (D&O)
 
 
 
5
Cyber/Data Breach
 
 
 
6
Motor Fleet/Vehicle
 
 
 

B. Policy Administration

Desired Effective Date of Coverage:

Existing Policy Expiration Date:

Requested Policy Term:

Broker/Agent Name (If applicable):

III. General Operations & Risk Profile

A. Business Activities

Provide a detailed description of all current and contemplated operations, products, and/or services:

List all geographic areas where operations occur (e.g., Country A, Region B):

Total Gross Revenue/Sales for the last fiscal year (specify currency):

Projected Gross Revenue/Sales for the current fiscal year (specify currency):

Total number of employees (Full-Time Equivalent):

B. Subcontracting & Quality Control

Do you use subcontractors/external professionals?

If Yes, what percentage of your annual turnover is derived from subcontracted work?

What contractual indemnity/insurance requirements do you impose on them?

Do you adhere to any recognized Quality Management System (e.g., ISO Standards)?

If Yes, specify which one:

The date of certification:

IV. Claims & Incident History (The Past Five Years)

Note: Failure to disclose prior claims or incidents may prejudice coverage.

Question

Yes/No

Details/Explanation (If Yes)

A
B
C
1
Has the Applicant, or any principal/director, ever had an insurance policy refused, cancelled, or non-renewed?
 
 
2
Has the Applicant made any claim(s) or received notice of any circumstance/incident that may lead to a claim, regardless of fault or whether it was reported to an insurer?
 
 
3
Is the Applicant aware of any fact, circumstance, or allegation of a potential error, omission, or negligent act that has not yet resulted in a formal claim but could reasonably lead to one?
 
 
4
Has any past or present director/officer ever been the subject of any insolvency, criminal, or regulatory investigation?
 
 

V. Financial & Legal Information

Are there any legal proceedings (civil or criminal), inquiries, or investigations currently pending against the Applicant or any of its principals/directors?

If Yes, provide full details:

Has the Applicant or any subsidiary ever been declared bankrupt, insolvent, or subject to any receivership, liquidation, or debt arrangement proceedings?

If Yes, provide full details:

Attach copies of the Applicant’s most recent audited financial statements or equivalent statutory accounts. (Required for entities.)

Document Name

Upload Fie

A
B
1
 
 
2
 
 
3
 
 
4
 
 
5
 
 

VI. Property Risk Supplement (If Property Coverage is Requested)

Location Address(es) to be Insured:

Construction Type:

brick

concrete

steel frame

wood

Year Built:

Occupancy Details:

office

retail

manufacturing

warehouse

Fire Protection:

Full Sprinkler System

Partial Sprinkler System

Monitored Alarm

Smoke Detectors

None

Security Measures:

Alarms

Guard Services

Other:

VII. Declaration & Signature

PLEASE READ CAREFULLY BEFORE SIGNING:

 

I/We declare that the statements and particulars provided in this Application Form, and any attachments or supplements thereto, are true, complete, and correct to the best of my/our knowledge and belief, after due inquiry.

I/We understand that this Application Form and any accompanying information will form the basis of the insurance policy (should a contract be issued) and that any material misrepresentation or omission may result in the voidance of the policy ab initio (from the beginning) and denial of claims.

I/We hereby authorize the Insurer to make any investigations and inquiries necessary in connection with this application.

Authorized Signature:

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