• Description of Operations of the Insured’s Company Insurance specifications: Limits required, Program Design, Deductible or Retention per line of business
• Terms and Conditions/Coverage Requirements
• Projected Annual Exposures: Sales/Revenues, Payroll and/or Fleet Info
• 5+ years of historical exposures: Sales/Revenues, Payroll and/or Fleet Info
• Payroll Information should include Location/Concentration and Zip Code
• 5+ years of historical losses for each line of business requested – This information should be summarized by year and by line of business.
• Large Loss History – Any loss over the past 5+ years that has been greater than 25,000 on a per occurrence or accident basis. A description of each loss, the status of the claim and if possible, a explanation of expected outcome.
• Third Party Administrator – Please identify who you wish to select or receive quotations from.
• Loss Control/Safety Procedures – A description of implemented risk management procedures and related loss control surveys/results.
• Financial Statements – The most current audited and unaudited statements of the parent company (for captives, it would be of the captive insurance company)

Naturally, more information may be needed in order to complete the underwriting and/or financial evaluation process. Your designated underwriter will work with you to complete the data accumulation and information review process.

Some ACE Risk Management products have unique underwriting submission information requirements.

To learn more about Submission Requirements, go to "Contact Us" to find your nearest ACE Risk Management Representative.