Broker Toolkit
A Message To Brokers From Kevin Trapani, The Redwoods Group's CEO & President
When submitting an application for quote, please use the checklists and forms on this page. Select the relevant insurance coverage from the menu immediately below. For your convenience, we've also provided Marketing Tools for use at your discretion. Submissions can be sent to RedwoodsSubmissions@redwoodsgroup.com.
Which coverage are you interested in?
Coverage: Package/Umbrella
Coverage: Workers' Compensation
Coverage: Directors & Officers
NOTE: Linked items in the lists below denote forms to print and complete.
Coverage: Package, Auto, Umbrella
Checklist
- ACORD Applications
- Currently Valued Loss Runs (Last 5 Years)
- Audited Financial Report
- Statement of Values
- YMCA Package Forms
- BGC Package Forms
- JCC Package Forms
- Camp Package Forms
- Business Income Worksheet
Coverage: Workers' Compensation
We offer Workers' Compensation coverage nationwide except in the monopolistic states (WA, ND, OH, WY, WV).
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
- YMCA New Business Questionnaire
- BGC New Business Questionnaire
- JCC New Business Questionnaire
- Camp New Business Questionnaire
Coverage: Directors & Officers
Checklist
- Audited Financial Report
- Currently Valued D&O Loss Runs
- Current Declarations Page
- New Business Application - for use in all states.
- Employment Practices Action Plan