6

Your minimum information checklist

Sending us the right information upfront can help us speed up the process, so you can deliver even better service to your customers.

Below is a list of the minimum information required to complete an initial assessment. Please note our underwriters may request additional information specific to your customer in some cases.

Slip

  • Period of insurance
  • Requested limit of liability
  • Required policy extension(s) incl. limit(s) required
  • Care, Custody and Control – details and value of goods in your CCC
  • Product recall (expenses only)
  • Errors and omissions
  • Exports to USA/Canada
  • Current deductible
  • Commission
  • ABN

Business description

  • Overview and summary of the business activities, services offered and/or products
  • Years in business
  • Company website
  • Details of activities outside Australia,where and annual turnover – do you need this policy to cover you (where applicable) 

Turnover

  • $ Actual last 12 months
  • $ Estimate next 12 months
  • Split by business activity, state and overseas (where applicable)

Claims history

  • Minimum 5-year claims history including full details for each claim

Sub-contractors and contractors

  • Type of work carried out
  • Payments to contractors and/or sub-contractors:
    • $ Estimate next 12 months split by state

Labour hire

  • Type of work carried out
  • Number of people hired
  • Payments to labour hire companies:
    • $ Estimate next 12 months split by state

Import and exports

  • Products and destinations including $ estimates for the next 12 months

Contractual liability

  • Details on where the proposed insured regularly signs contracts incl. with whom and for what purposes (copies of contracts may be requested)

Want to request a quote?

Submit your customer’s quote request with the minimum information above to underwriting@qbe.com

 

Download a pdf of this guideline

This information is prepared for clients of QBE and their customers. It provides general information only. It does not take into account matters specific to your business. You should always seek independent professional advice before acting upon anything in this document. No part of this publication can be reproduced without the written permission of QBE Insurance (Australia) Limited ABN 78 003 191 035. Normal underwriting terms and conditions apply. Consider the Policy Wordings to see if the product is right for your customer.