Back to Notes
Auto Insurance
Back to Notes
Auto Insurance
Underwriting For Property Insurance
Property Application
Who Called/Emailed
Effective Date
ezITV
Yes
No
Business Exposure?
Yes
No
Relation between insureds:
Number of occupancy
Sewer Backup Coverage
Yes
No
Credit Consent
Yes
No
Require Underwriter’s Approval
Yes
No
Underwriter Comment
Application duly signed by all named insureds and the broker
Yes
No
Signed Payment Authorization Form along with a void cheque on file
Yes
No
Not Applicable
HITS on file
Yes
No
Not Applicable
Privacy consent form completed and retained on file
Yes
No
Dwelling Declaration
Yes
Not Applicable
Oil tank/solid fuel questionaire
Yes
Not Applicable
Signed Non-Smoker form retained on file
Yes
Not Applicable
Any pet, if yes- Provide details and approval confirmation
Yes
Not Applicable
Updates-(Partial or complete)provide details
Yes
Not Applicable
Electrical panel less than 100amp
Yes
Not Applicable
Declined flood coverage
Yes
Not Applicable
Any gaps in insurance coverage identified
Yes
No
Not Applicable
Cross-reference (XREF) Auto/Property policy
Yes
Not Applicable
Same-day binding nd approval notes
Yes
Not Applicable
Coverage Declined
2M Liability
Overland Water
Other
Confirm no scheduled items listed
Yes
No
Combined Policy
Yes
No
Group Discount
Yes
No
Sewer questionnaire
No
Yes
Not Applicable
Rented Dwelling questionnaire
No
Yes
Not Applicable
Additional Notes
Generate
Copy
Create PDF
Scroll to Top
