Get Proposal Form For Smartpolicy

This guide provides step-by-step instructions on how to effectively fill out the PROPOSAL FORM FOR SMARTPOLICY online. By following the outlined steps, users will ensure accurate and complete submissions essential for obtaining insurance coverage.

Follow the steps to successfully complete the proposal form.

1. Press the ‘Get Form’ button to obtain the proposal form and open it for editing.
2. Begin with the 'General Information' section. Fill in your company's name, principal address, city, state, and ZIP code. If applicable, include your website and details of incorporation.
3. Move on to the 'Current Insurance' section. List all necessary insurance details for Directors & Officers Liability, Fiduciary Liability, Employment Practices Liability, and Crime insurance, including carrier names, limits, premiums, and expiration dates.
4. Complete the 'Stock Ownership' section, indicating the total number of voting shares and shareholders. Include relevant details about directors and officers, along with any major shareholders.
5. List subsidiary information in the designated section. Provide names of all subsidiary companies, their nature of business, and the percentage owned.
6. Address 'Additional Information' by providing details of any changes in executive officers, anticipated changes, or any mergers or acquisitions.
7. Fill out the 'Employee Information' section fully if Employment Practices coverage is required.
8. Complete the 'Human Resources' section by indicating whether the company has established written procedures on compliance and workplace guidelines.
9. Complete responsibility-related sections, such as 'Fiduciary Information' and 'Loss History', accurately documenting any legal issues or claims in the past five years.
10. Finally, ensure that the application is signed by authorized individuals from the company, completing the process by providing any required documents.
11. After filling out all sections, save changes, and consider downloading, printing, or sharing the completed form as necessary.

Complete your proposal form online today to ensure your insurance needs are met!