Broker Toolkit

When submitting an application for quote, please use the checklists and forms on this page. Submissions can be sent to [email protected].

Which coverage are you interested in?

New Business: Package/Umbrella
New Business: Workers' Compensation
New Business: Directors & Officers
Renewal: Package/Umbrella
Renewal: Workers' Compensation
Renewal: Directors & Officers


New Business: Package, Auto, Umbrella


Checklist


New Business: Workers' Compensation


We offer Workers' Compensation coverage nationwide except in the monopolistic states (WA, ND, OH, WY).

Checklist

  • Signed Workers’ Compensation ACORD 130 application
  • 5 year Premium History
  • 5 Year Payroll History
  • 5 Years currently valued loss runs
  • Current Experience Mod worksheet
  • 4 year Experience Mod history
  • Current Audited Financials
  • Workers' Compensation New Business Form

New Business: Directors & Officers


Checklist


Renewal: Package, Umbrella


Checklist


Renewal: Workers' Compensation


Checklist


Renewal: Directors & Officers


Checklist


Marketing Tools


A Message To Brokers From Kevin Trapani, The Redwoods Group's CEO & President