Not yet EDI enabled? Sign up now for our Electronic Data Interchange (EDI) tool and upload and download data from your agency management system into ours. Email brokerservices@insurancefornonprofits.org to get EDI enabled. Our EDI tool can assist you with new business submissions, renewals and we are next adding a collaboration tool so that you can work online with your nonprofit clients. View a recorded webinar here.
The following information is a guide to assist you in determining what we need from you to provide timely underwriting, quoting and issuance services to your brokerage.
To better serve you, and enable us to quote new business submissions quicker, send your submissions to
“NEW BIZ” Submission mailbox. Just email your new business submissions to: UW@insurancefornonprofits.org
- Submissions should include a “Need by Date” for the quote.
- We can provide our best inspired service when we receive complete submissions submitted at least 30 days prior to policy expiration.
(Note: Until all of the requested information is received, we cannot reserve an account for your office.)
Below is what we need for each line of business in order to provide you with a quote.
GENERAL LIABILITY:
- 501(c)(3) Tax Exemption Determination or Acknowledgement letter from the IRS or a filed copy of application to the IRS including proof of payment (copy of check or money order)
- NIAC/ANI #1 New Business Supplemental completed in full including a complete list of special events.
- ACORDs 125 & 126 completed including classifications and exposure of all locations
- Prior Acts/Coverage details; Carrier/Limits/Policy dates/Premium/Retro date, if applicable
- Loss runs (3 years) – if prior coverage
BUSINESS AUTO LIABILITY:
- ACORDs 127 & 137 completed in full including desired limits, vehicle make, model, 17 digit VIN (Vehicle Identification Number), garaging zip code, cost new (MSRP at the time the vehicle was brand new)
- Loss Runs (3 years) – if prior coverage
NON OWNED AND HIRED AUTO LIABILTY:
- NIAC/ANI #10 Supplemental completed in full including question #2: Does the Applicant have a procedure in place to verify personal auto insurance for all employees/volunteers who may use their autos for company business?
EMPLOYEE BENEFITS LIABILITY:
- NIAC/ANI #8 EBL Supplemental completed in full including the following:
- Prior Acts/Coverage details; Carrier/Limits/Policy dates/Premium/Retro date, if applicable
IMPROPER SEXUAL CONDUCT:
- NIAC/ANI #4 ISC Supplemental completed in full including the following:
- Aggregate Limit
- Prior Acts/Coverage details; Carrier/Limits/Policy dates/Premium/Retro date, if applicable
SOCIAL SERVICE PROVIDERS:
- NIAC/ANI #3 SSP Supplemental completed in full including the following:
- Number of employees/volunteers that act as social service providers
- Number of Psychologist(s)
- Number of Psychiatrist(s)
- Prior Acts/Coverage details; Carrier/Limits/Policy dates/Premium/Retro date, if applicable
PROPERTY:
- Property Acord 140 completed in full including the following:
- Requested Deductible
- Location address, including zip code
- Building limit(s) (if applicable)
- BPP/Contents limit(s) (if applicable)
- Protection Class for each location
- Indicate if the building is 100% Sprinklered
- Construction Type (Frame, Joisted Masonry, etc.)
- Year built and date of updates to Wiring, Roof and Plumbing for each location
- Signed Statement of Values including 100% replacement value if blanket coverage is requested
EMPLOYEE DISHONESTY:
- Crime Acord 141 completed in full including the following:
- Desired limit(s)
- Number of location(s) for which coverage is required
- Number of employee(s) & volunteer(s) who handle or have custody of money and/or securities
INLAND MARINE:
- Equipment Floater Acord 146 completed in full including the following:
- Requested Deductible
- Name/Description of each item
- Model/Serial number or other identifying information for each item
- Value of each item
ACCIDENT:
- NIAC/ANI #7 Accident Supplemental completed in full including the following:
- Details of any foreign trips.
- Number of Participant(s) who attend Nonprofit activities only once per year
- Number of Participant(s) who attend Nonprofit activities regularly
- Average number of day(s) the Participant attends regularly
- Number of Volunteer(s) who give their time ONCE a year
- Number of Volunteer(s) who give their time on a regular basis
- Average number of day(s) the regular Volunteer gives their time
DIRECTORS AND OFFICERS:
- NIAC/ANI #5 D&O Supplemental completed in full including the following:
- Number of Full-time and Part-time Employees and Volunteers
- Annual Revenue
- Loss Runs or No-Known Loss Letter signed/dated by the Nonprofit on their Letterhead
- Financials including annual revenue (most recent 990 tax form)
- Prior Acts/Coverage details; Carrier/Limits/Policy dates/Premium/Retro date, if applicable
Additional information related to renewal application requirements is available on the Broker Overview page of the secure area.