PROPOSAL FORMS

The first step to finding the right policy is an accurate proposal

Your proposal form is what underwriters see when they are preparing a quote for your Professional Indemnity Insurance. They may not have any other information about you. It tells them what you do, how much you do and where and how you do it. Not to mention the details of any past claims you might have had. In short, your proposal form is a reflection of your business.

Please present all the information you have been asked for as accurately as you can.

Accountants

Accountants proposal form

Architects and Designers

Architects proposal form

Building and Quantity Surveyors

Surveyors proposal form

Claims

Claims Notification Form

Design and Construct

Design and Construction proposal form

Engineers

Engineers proposal form

Estate Agency and Surveyors

Surveyors proposal form

Financial Institutions

Corporate Services Providers

IFAs

IFA proposal form

Insurance Brokers

Insurance brokers proposal form

Other Professions

Agency questionnaire
Broker and IFA proposal form
Client review questionnaire
Intermediaries proposal form
IT consultants proposal form
Management consultants proposal form
Miscellaneous proposal form
New partner questionnaire
Property managers proposal form

Sole Practitioners

SPG proposal form
SPG word proposal form

Solicitors

Financial Services Questionnaire
Solicitors proposal form
Solicitors word proposal form

Town Planners

Town Planners proposal form

Should you experience any difficulties while completing your proposal form or have further questions please call 020 7173 2100 and ask to speak to a member of the team.