131 Umbrella Section

Applicant (First Named Insured)*
Effective date*
Expiration date*
Policy Information
Transaction type
New or renewal?
Proposed retroactive date
Expiring policy number
Limit of liability
Limit each occurrence ($)*
Current retroactive date*
Retained limit
Retained limit ($)
First dollar offense?
Primary Location and Subsidiaries:
(ACORD 125)
Location Number
Name and location of primary and all subsidiary companies*
Annual payroll ($)*
Annual gross sales ($)*
Foreign gross sales ($)*
Number of employees*
Underlying Insurance:
Automotible liability
Carrier/Policy number
Policy effective date
Policy expiration date
Limits: CSL/Bodily injury each occurrence amount ($)
Annual renewal premium ($)
Limits: Bodily injury each person ($)
Annual renewal premium ($)
Limits: Property damage each accident ($)
Annual renewal premium ($)
Rating mode
General liability policy type
General type
Carrier/Policy number
Policy effective date
Policy expiration date
Limits: each occurence ($)
Limits: general aggregate ($)
Annual renewal premium: Premium/operations ($)
Limits: products and comprehensive operations aggregate($)
Limits: personal and advertising injury ($)
Annual renewal premium: products ($)
Limits: damage to rented premises($)
Limits: medical expense($)
Annual renewal premium: other ($)
Rating mode
Employers liability
Carrier/Policy number
Policy effective date
Policy expiration date
Limits: each accident ($)
Limits: disease, each employee ($)
Limits: disease policy limit ($)
Annual renewal premium ($)
Rating mode
Underlying general liability information (explain all YES responses)
Are defense costs within aggregate limits?*
Explain
Are defense costs a separate limit?*
Expain
Are defense costs unlimited?*
Explain
Indicate the edition date of the iso simplified form or similar filing for the underlying coverage
Has any product, work, accident, or location been excluded, uninsured, or self insured from any previous coverages?*
Explain
For claims made, indicate the retroactive date of current underlying policy
For claims made, indicate entry date into uninterrupted claims made coverage
For claims made, was tail coverage purchased for any previous primary or excess policy?
If YES, effective date
Coverages in underlying policies:
Any auto (symbol 1)?
CGL claims made
CGL occurrence
Coverage: aircraft liability
Exposure: aircraft liability
Explain
Coverage: aircraft passenger liability
Exposure: aircraft passenger liability
Explain
Coverage: additional interests
Exposure: additional interests
Explain
Coverage: care, custody, control
Exposure: care, custody, control
Explain
Coverage: employee benefit liability
Exposure: employee benefit liability
Explain
Coverage: foreign liability/travel
Exposure: foreign liability/travel
Explain
Coverage: garage keepers liability
Exposure: garage keepers liability
Explain
Coverage: incidental medical malpractice
Exposure: incidental medical malpractice
Explain
Coverage: liquor liability
Exposure: liquor liability
Explain
Coverage: pollution liability
Exposure: pollution liability
Explain
Coverage: professional liability (E&O)
Exposure: professional liability (E&O)
Explain
Coverage: vendors liability
Exposure: vendors liability
Explain
Coverage: watercraft liability
Exposure: watercraft liability
Explain
Underlying insurance coverage information (include all restrictions; e.g. laser endorsements, discrimination, subrogration waivers, or extensions of coverage)
Previous experience (give details of all liability claims exceeding $10,000 or occurrences that may give rise to claims, during the past 5 years, whether insured or not. Specify date, coverage, description, amount paid, amount outstanding.)
Care, Custody, Control:
Location
Property type
Value
Applicant role (if OTHER, explain)
Explain
Square footage of building occupied
Occupancy/Description of personal property
Additional Exposures:
Explain all YES responses
Advertisers liability
Media used
Annual cost of media used ($)
Are services of an advertising agency used?
Explain
Explain
Aircraft liability
Does applicant own/lease/operate aircraft?
Explain
Auto liability
Are explosives, caustics, flammables, or other dangerous cargo hauled?
Explain
Are passengers carried for a fee?
Explain
Any units not insured by underlying policies?
Explain
Are any vehicles leased or rented to others?
Explain
Are hired and non/owned coverages provided?
Explain
Contractors liability
Is bridge, dam, or marine work performed?
Explain
Describe typical jobs performed
Describe agreement
Does applicant own, rent, or otherwise use cranes?
Explain
Do subcontractors carry coverages or limits less than applicant?
Explain
Employers liability
Is applicant self insured in any state?
Explain
Subject to: (explain if OTHER)
Explain
Incidental malpractice liability
Is a hospital or first aid facility maintained?
Explain
Are coverages provided for doctors/nurses?
Explain
Indicate number of doctors
Indicate number of nurses
Indicate number of beds
Pollution liability
EPA number
Do current or past products, or their components, contain hazardous materials that may require special disposal methods?
Explain
Is the following coverage carried: GL with standard iso pollution exclusion?
Is the following coverage carried: GL with standard sudden and accidental only?
Is the following coverage carried: GL with pollution coverage endorsement?
Is the following coverage carried: Separate pollution coverage?
Product liability
Are missiles, engines, guidance systems, frames, or any other product used/installed in aircraft?
Explain
Are foreign products distributed in U.S.?
Explain
Product liability loss in past 3 years?
Explain and specify
Gross sales from 3 years ago
Gross sales from 2 years ago
Gross sales from 1 years ago
Protective liability
Describe independent contractors
Watercraft liability
Does applicant own or lease watercraft?
Explain
Number watercraft owned
Length of watercraft
Horsepower of watercraft
Apartments/Condominiums/Hotels/Motels
Number of stories
Number of units
Number of swimming pools
Number of diving boards
Vehicles:
If scheduled vehicles on underlying policy
Private passenger
Number of vehicles owned
Number of vehicles non-owned
Number of vehicles leased
Property hauled
Distance
Light trucks
Number of vehicles owned
Number of vehicles non-owned
Number of vehicles leased
Property hauled
Distance
Medium trucks
Number of vehicles owned
Number of vehicles non-owned
Number of vehicles leased
Property hauled
Distance
Heavy trucks
Number of vehicles owned
Number of vehicles non-owned
Number of vehicles leased
Property hauled
Distance
Heavy trucks/tractors
Number of vehicles owned
Number of vehicles non-owned
Number of vehicles leased
Property hauled
Distance
Extra heavy trucks/tractors
Number of vehicles owned
Number of vehicles non-owned
Number of vehicles leased
Property hauled
Distance
Buses
Number of vehicles owned
Number of vehicles non-owned
Number of vehicles leased
Property hauled
Distance
53 Loveton Circle, Suite 120 • Sparks, MD 21152
Phone • 1.800.926.8085 • 410.472.1620 • Fax • 410.472.1897

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