• Architects & Engineers

    Professional Liability Application

    If you have questions when completing this application,
    contact us at (415) 842.7150 or aespecialists@ioapros.com

    Please complete each question on behalf of all entities seeking insurance coverage, unless specifically requested otherwise. An 'additional information' section is provided at the end of this document for any information that exceeds the space provided.

  • I. GENERAL INFORMATION:

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  • II. APPLICANT INFORMATION:

  • 1. Indicate Number of Firm Personnel:

    a. Principals/Management:

  • b. Employees:

  • NEW FIRMS WITH NO HISTORICAL DATA SHOULD COMPLETE ALL QUESTIONS BASED UPON PROJECTIONS FOR THE FIRST YEAR IN BUSINESS.

  • 2. Indicate Annual Gross Billings:

    a. Most Recently Completed Fiscal Year Billings:

    From:                                                    To:

  • b. One Fiscal Year Ago Prior Billings:

    From:                                               To:

  • c. Two Fiscal Year Ago Prior Billings:

    From:                                                   To:

  • d. Next 12 Months Projected Billings:

    From:                                                    To:

  • *Billings for non-professional services or expenses that are reimbursed under the terms of your client contract should not be included.

  •  4. Provide the percentage of annual gross billings for the most recently completed fiscal year attributable to the following disciplines, excluding billings to subconsultants. For unlicensed construction and design consultants, such as acoustical consultants, please specify your discipline in “Other”. Please use whole numbers only. (Total = 100%)

     
  • 5. Provide the percentage of annual gross billings for the most recently completed fiscal year derived from each of the following project types. Please use whole numbers only. (Total = 100%)

     
  • 8. In the most recently completed fiscal year, what percentage of your annual gross billings were derived from the following clients. Please use whole numbers only. (Total = 100%)

     
  • 14. Is the firm or any parent, subsidiary, or other related organization engaged in any of the following:

  • III. RISK MANAGEMENT:

  • 17. For all contracts used in the most recently completed fiscal year, provide the breakdown of contracts used by type: (Total = 100%)

     
  • 19. Provide the breakdown of design services based on annual gross billings from the most recently completed fiscal year:

  • 23. Has any claim involving professional services been made against any of the following during the past five years (ten years if gross annual billings are greater than $5 million), or earlier if still pending:*

  • Policy Period

    From:                                                          To:

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  • IV. SIGNATURES:

  • I declare that I have examined this application and accompanying supplements and materials, and to the best of my knowledge and belief, after reasonable inquiry, they are true, correct, and complete, and may be relied upon by Travelers. I understand that if any of this information changes prior to the issuance of the insurance applied for that I am obligated to notify Travelers of such changes and that Travelers may modify or withdraw any proposal for insurance. Travelers is authorized to make inquiry in connection with this application.

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