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| Completed Agent Information Form (submit with initial application) | |
| Signed Lockton Producer Agreement* | |
| Completed W-9 Form | |
| Copy of your individual agent's license | |
| Copy of your surplus lines license | |
| Certificate of Insurance for your professional liability insurance (should provide evidence that your coverage is currently in force and state the limits of liability carried) | |
| *The Lockton Producer Agreement will be sent to you for completion upon submission of the completed Agent Information Form | |
In order to bind coverage on a submission, the following items will be needed:
| A fully completed DefensePro New Business Application | |
| A formal quotation issued by our office | |
| A signed warranty letter from the applicant (one will be provided at the time of quote) | |
| Any additional information requested | |
| A copy of the completed premium finance agreement if financed by you | |
| At least 25%** of the net annual premium due (the remainder must be paid within 30 days) | |
Surplus Lines taxes/fees or any other surcharges or taxes required by law are the responsibility of the submitting producer to collect and pay as required by law. **Minimum earned amount of premium payable under the policy in the event of cancellation |
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Insurance Program Administered by Lockton Risk Services
P.O. Box 410679 / Kansas City, MO 64141-0679 / 800.250.7876 / info@defenseproliability.com