Submission Requirements
To provide you with a timely and accurate quote, we must receive a completed submission from your broker or agent 30 days prior to the quote target release date.
To begin the underwriting process the following documents and information are necessary:
- Current, complete audited annual financial statements with interim reports
- General specifications, including coverages, limits and any special coverages needed
- Description of operations
- Brochures of products (company web address)
- Currently-valued loss information (five years plus current year)
- Historical exposure data for five years plus current year (sales, payroll and auto vehicle counts)
- Complete payroll information by state and entity
- Motivators for moving the account to Sentry (e.g., price, coverage, service, stability, etc.)
Please also include your assessment of the risk tolerance levels of your business, cash flow plans and any other insights that would help us better understand your business.
