RF Ougheltree Insurance

Directors & Officers Liability

Financial Institutions

Banks

Bank Application

Trust Company Application

Bankers Professional Liability Supplement

Banks in Organization (De Novo) Application

Investment Banking

Directors & Officers

Professional Liability

Asset Managers & Funds

Mutual Funds

New Business Application

Hedge Funds

New Business Application

Real Estate Investment Trusts (REIT)

New Business Application

Private Equity / Venture Capital

New Business Application

Broker / Dealers

New Package Application

(includes Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, Professional Liability)

New Monoline Application

(includes Professional Liability)

Family Office / Wealth Management

New Business Application

Investment Advisors & Consultants

New Business Application

Insurance Companies

Package Application 1 (includes D&O, Employment Practices Liability, Fiduciary, Professional Liability, Employed Lawyers Liability, Security & Privacy Insurance)

Package Application 2 (includes D&O, Employment Practices Liability, Fiduciary, Professional Liability)

Package Application 3 (includes D&O, Outside Directorship Liability, Employment Practices Liability, Fiduciary, Professional Liability, Bond)

Public Company

D&O Application- Basic stand alone coverage

Side A Excess DIC (All States except NY)-stand alone policy

Side A Excess DIC (NY only)-stand alone policy

Investigation Costs Application-stand alone policy

Private Company

New Business Application- Stand alone policy

New Business Application-Package policy (for companies with up to 250 employees)

New Business Application- Package policy (for companies with more than 250 employees)

Side A Excess Difference-In-Conditions Application (All states except NY)

Side A Excess Difference-In-Conditions Application (NY only)

Personal Director’s Liability Application

Outside Directorship Liability Insurance Application

Non-Profit Organizations

New Business Application-Stand alone

New Business Application-Package policy

Side A Excess Difference-In-Conditions Application (All states except NY)

Side A Excess Difference-In-Conditions Application (NY only)

Personal Director’s Liability Application

Outside Directorship Liability Insurance Application

Unions

New Business Application

Partnerships

General Partners Application

Educators

New Business - For Profit and Not-for-Profit Organizations

Public Entities

New Business Application

Fiduciary Liability

Single Employer

Public company

Private company (package application 1)

Private company (package application 2)

Non-Profit Organization

ESOP/ESOT Questionnaire

Multi-Employer

Union/Multiemployer

Public Entity

Fidelity Bonds

Commercial Crime Bond for Commercial and Government Entities-Stand alone policy

Commercial Crime Bond for Commercial and Government Entities-Package policy

Financial Institution Bond for Broker/Dealers-Form 14

Financial Institution Bond for Mortgage Bankers and Finance Companies- Form 15

Financial Institution Bond for Commercial Banks, and Savings Banks-Form 24

Financial Institution Bond for Insurance Companies - Form 25

Title /Escrow/Closing Agents Bond

Media Liability

Advertising Agency or Public Relations Firm application

Advertiser application

Media application with various supplements

Music Publisher

Newspaper Publisher

Professional Liability

Accountants

Applications

New Business Application

Supplements

Audit engagement

Claims

Financial Institutions

Outside Interests

Public Company Audit

SEC Information

Architects, Engineers & Construction Managers

Architects, Engineers, Design-Builders and Construction Managers Professional Liability-NY only

Architects, Engineers, Design-Builders and Construction Managers Professional Liability -All states except NY

Artisan Contractors Errors & Omissions - (Includes Professional Liability, Errors & Omissions & Pollution Incident Liability Coverage)

Contractors, Design-Builders and Construction Managers - (Includes Professional Liability & Pollution Incident Liability Coverage)

Engineers, Consultants, Testing Firms & Laboratories - (Includes Professional Liability, General Liability, Pollution Liability)

Environmental Service Providers - (Includes Professional Liability, General Liability, Pollution Liability)

Surveyor Professional Liability

Insurance Agents/Brokers

Non-Standard Accounts New Business Application

Standard Accounts New Business Application

Personal lines property and casualty or individual life and health.

Claim Supplement

Law Firms

New York New Business Application  (1-5)

New York New Business Application  (6 and over)

All State except New York New Business Application (1-5)

All State except New York New Business Application (6 and over)

Mortgage Bankers / Brokers

Mortgage Bankers Professional Liability/Bond Application

Mortgage Bankers Bond Supplemental Application

Claim/Circumstance/Administrative Hearing Supplement

Sub Prime Lending Supplemental Application

Real Estate Agents / Brokers

For Firms under $5 million in revenues

For Firms $5 million and over in revenues

Real estate firms providing incidental development services should complete the Real Estate Development Supplemental Application.  (Travelers)

Technology & Telecommunications

Modular product with focus on small business (policy combines professional, technology, multimedia and network security liability coverage in a single form)  Small Business

Modular product (A comprehensive portfolio of commercial insurance not including products liability or a comprehensive office package) Package -no CGL

Modular product providing a comprehensive portfolio of commercial insurance (The policy includes products liability, intellectual property rights infringement, and a comprehensive office package) Package with CGL

Title Agents / Abstractors

New Business

Third Party Administrators

New Business Application

Miscellaneous Classes

New Business Application

Supplements:

Claims Adjuster

Clinical Laboratories/Testing

Collection Agency / Credit Bureau

Computer / Technology

Educational and Seminar Instructor

Employment Agency / Executive Search

Escrow Operations

Freight Forwarders / Customs Brokers

Graphic Designer

Interior Design / Decoration

Management Consulting

Mortgage Brokers / Mortgage Bankers

Notary Public

On-Line / Internet Related Services

Premium Finance Company

Printers

Public Record Search

Public Relations / Promotion / Marketing Firms

Real Estate Operations

Standards Organizations

Third Party Administrators / Review Boards

Title Agents, Searchers and Abstractors

Travel Agency / Tour Operator

Security & Privacy

Basic Coverages for Small Businesses

Modular package

Modular package- including GL and Office Package

Intellectual Property

Abatement

Indication Request Questionnaire (A short form for non-binding indications only)

Abatement Application

Defense

Indication Request Questionnaire (A short form for non -binding indications only)

Defense Application

Employment Practices

Stand Alone Policy New Business Application

Stand Alone Policy New Business Application-Accountants

Stand Alone Policy New Business Application-Lawyers

Package Policy New Business Application

Claim Supplement

Downsizing Activity Supplement

FSLA (Wage & Hour) Supplement

Healthcare Liability

Physicians

Physician/Surgeon Medical Professional Liability Insurance

Surgery Center Liability Insurance

Multi-Practice Clinic or Group Practice for Professional Liability Insurance

Corporate Emergency Room/Ambulatory Care Medical Professional Underwriter Questionnaire and Application for Professional Liability Insurance

Claim Supplement

Prior Acts Supplemental Application - Entity Medical Professional Liability Insurance

Application Acceptance and Representation Statement

Allied Healthcare

Medical Facilities and Providers Insurance

Kidnap Ransom & Extortion

Corporate Application

Personal Application