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

• ACORD Applications
• Currently Valued Loss Runs (Last 5 Years)
• Audited Financial Report
• Statement of Values
  
• New Business Questionnaire:
  • Boys & Girls Club Package Form
  • Camps Package Form
  • Jewish Organizations Package Form
  • YMCA Package Form
• Business Income Worksheet
• Automobile Driving Record Worksheet
• 12- and 15-Passenger Vans:
  • Van Action Plan (if you own or use vans)
  • Van Action Pledge (if you do not own or use vans)

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

• Audited Financial Report
  
• Currently Valued D&O Loss Runs
  
• Current Declarations Page
• New Business Application:
  • All States D&O Form (except those states listed below)
  • Florida D&O Form
  • Vermont D&O Form
• Employment Practices Action Plan

Renewal: Package, Umbrella

Checklist

• Statement of Values
• Audited Financial Report
• Business Income Worksheet
• Automobile Driving Record Worksheet
• Renewal Questionnaires
  • Boys & Girls Club Renewal Form
  • Camps Renewal Form
  • Jewish Organizations Renewal Form
  • YMCA Renewal Form
• 12- and 15-Passenger Vans:
  • Van Action Plan (if you own or use vans)
  • Van Action Pledge (if you do not own or use vans)

Renewal: Workers' Compensation

Checklist

• Renewal Form: Workers' Compensation

Renewal: Directors & Officers

Checklist

• Renewal Form: D&O

Marketing Tools

• Marketing Brochure
• Essential Questions to Ask Insurers
• Broker Stories: The Redwoods Difference (video)
  
• Kevin Trapani's Message To Brokers
• Recorded Broker Webinars
• Broker Newsletter Sign-up

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