Get Application Form Professional Indemnity Insurance - Zurich

Filling out the APPLICATION FORM for Professional Indemnity Insurance with Zurich is a crucial step for firms seeking insurance coverage. This guide provides comprehensive instructions designed for users of all experience levels, ensuring a smooth and efficient form completion process.

Follow the steps to successfully complete the application form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by completing Section I, which requires details about your company. Provide the company's name, address, website, and email address. Include names of all subsidiaries and provide information about any offices abroad.
3. Indicate the legal structure of the applicant by selecting Corporation, Partnership, or Individual. Enter the date the firm was established.
4. Specify if cover is required for liabilities arising from any predecessor business. If yes, provide details about the previous firm's name, establishment date, and transition date.
5. Fill in the firm's gross fees and the largest fee for a single client, as well as a list of your five largest assignments from the past three years, detailing client names and services provided.
6. In Section II, list the names and years of all partners. Then indicate the total number of partners, qualified accountants/auditors, consultants, and staff.
7. In Section III, denote the percentage of income from various practice areas including accounting, tax services, and consulting. Make sure your total equals 100%.
8. Answer questions regarding management services provided to entertainment clients, significant clients generating a large portion of fees, and cooperative agreements with other firms.
9. In Section IV, describe your risk management strategies, including systems for meeting deadlines, minimizing liabilities, and handling client dissatisfaction or claims.
10. Proceed to Section V to disclose any disciplinary actions involving staff or partners, and in Section VI, note any claims made against the firm in the past five years.
11. In Section VIII, provide details about your existing insurance coverage, limits of liability, and if you are requesting primary or excess coverage.
12. Finally, ensure the form is signed and dated by a principal of the firm, and attach any required documents or additional information as per the checklist provided.
13. Once completed, review the entire application for accuracy, save your changes, and prepare to download, print, or share the form as needed.

Complete your application for professional indemnity insurance online today.