Account preparation

Manufacturing & Distribution worksheet

Organize the account details and supporting documents for underwriting review.

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1. Account details

Named insured / legal entityInformation status

Requested effective dateInformation status

Locations & statesInformation status

Operations & responsibilitiesInformation status

2. Requested coverage

Requested limits and current coverage

3. Operations & exposures

Sales by product and territory (USD / stated period)Information status

Property, stock and machinery values (USD)Information status

Manufacturing, importing and distribution rolesInformation status

Key supplier and customer concentrationInformation status

Additional operation details

4. Supporting documents

Preparation checklist only. Confirm required forms, editions, loss history and schedules for your selected coverage and program. Missing documents do not prevent starting a request.

Completed ACORD applications Required supplemental applications Currently valued loss runs Relevant schedules, contracts & supporting detail

5. Additional information

Account context or questions for underwriting

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This worksheet supplements the insurer’s required applications and declarations.