How to Prepare Your Business for Insurance Underwriting (Checklist)

What Underwriters Typically Ask For

• Legal name, FEIN, years in business
• Detailed operations description and website
• Revenue by year and by line of business
• Payroll by class code (for WC)
• Driver list and vehicle schedule (for Auto)
• 3–5 year loss runs
• Prior carrier information and policy limits
• Risk controls and safety programs

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