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What should I have ready before applying?
What should I have ready before applying?

Learn what you information you’ll need to make the application process easier and faster

Mike Levins avatar
Written by Mike Levins
Updated over a week ago

To complete a management liability application, you should have the following information readily available:

1. Details of any past claim activity

2. The Company’s financial statements

3. The Company’s ownership structure if applying for directors & officers coverage

4. The Company’s HR policies and procedures if applying for employment practices coverage

5. The Company’s fiduciary plans if applying for fiduciary coverage

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