Get Tpa Professional Liability Application - Professional Practice ...

Completing the TPA Professional Liability Application is a crucial step for ensuring coverage in your professional practice. This guide will provide you with clear and supportive instructions to help you navigate the application process online successfully.

Follow the steps to complete the application accurately.

1. Click ‘Get Form’ button to obtain the application form and open it in your browser.
2. In the first section, provide the name of the applicant. Select the business structure (Individual, Partnership, Corporation, etc.) and fill in the address, including the city, county, state, and zip code.
3. Enter the telephone and fax numbers for the application. Make sure to include your website address, if applicable.
4. Indicate the date your firm was established by filling in the day, month, and year.
5. List the professional associations relevant to your services in which your firm or employees belong. Select from the provided options or specify others.
6. Fill in your total gross revenue for the current fiscal year, the last fiscal year, and projected revenue for the upcoming year.
7. Address whether your firm is associated with another company and provide explanations where necessary. Make sure to explain any ‘not applicable’ responses in the comments section.
8. Complete the section on claims and exposures by indicating the types of coverage required and detailing safeguards in place to mitigate such risks.
9. Detail your three largest clients by fee income, including the client type, nature of services provided, and revenues earned.
10. Indicate the percentage of total gross revenue derived from various professional activities, ensuring that the overall total equals 100%.
11. State whether your firm requires written contracts for services and check applicable items in the agreements provided to clients.
12. Fill in the number of staff in various categories such as partners and enrolled actuaries. Provide the names and qualifications of key personnel.
13. Provide details of any previous professional liability insurance, including company name, period of coverage, limits, deductibles, and premiums.
14. Answer all warranty questions regarding past claims or investigations. Attach additional information as needed.
15. Sign and date the application. Ensure that the signature is from a principal of the applicant firm. Submit the completed form as per the application submission instructions.
16. Once all sections are completed, save your changes. You can choose to download, print, or share the form as needed.

Complete your TPA Professional Liability Application online today and secure your professional coverage.