New appointment coverage checklist
Just been appointed? Use this list to gather what we typically review. Don’t wait until everything is in hand. We act quickly, and we can start with whatever you have.
0 of 13 items ready
1. About the assignment
2. Insurance and records
3. Relationships
These details can affect underwriting, policy wording, notice obligations, and the timing of coverage. Your ticks are saved only in this browser.