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  Request For Policy Issue Form
   
   
 

Basic & Catastrophe Coverage
All States
All Fields with (*) are Required

     
1. Name of School, School District or Diocese *
2.

Street Address *

City *

County *

State *

Zip *

3.

Name of Person Completing this Form *

First Name *

Last Name *

4.

Telephone Number *

- -
5.

E-mail Address*

6.

What is the number of enrolled students in: *

 

          a) Head Start, Nursery or Pre-kindergarten

 

          b) K-8

 

          c) 9-12

 

          d) Adult Education

 

          e) Continuing Education

 

          f) Post-graduate

            g) Teachers & Administrators
 
7.

Number of Junior High Schools

8.

Number of Senior High Schools

9.

Number of Junior High Schools that sponsor interscholastic tackle football teams

10.

Number of Senior High Schools that sponsor interscholastic tackle football teams

11.

Estimated Number of Junior High Athletes

12.

Estimated Number of Senior High Athletes

13.

Do any students board at the school? *

Yes      No
14. What type(s) of plans are currently in force *
Mandatory All School Time Activities
 Mandatory Sports Only
Voluntary Excluding All Sports
Voluntary Including All Sports Except Football
None
15.

What is the current Policy Expiration Date? *

(mm/dd/yyyy)
16.

Name of Current Insurance Company *

17.

Name of current insurance plan (eg. AAA, Gold, Plan P, Economy etc.) *

18.

Current plan deductible amount *

19.

Current plan deductible type *

corridor   disappearing
20.

Is the current plan deductible self-insured by the school? *

Yes        No
21.

Does the school have a separate policy that provides Catastrophic Accident benefits? *
Note : If "No", proceed to question # 22; if "Yes" then:

Yes        No
 

          b) What is the Accident Medical Expense limit?

 

          c) What is the deductible?

 

          d) What is the Benefit Period?

 

          e) What is the name of the insurance company?

22.

Please complete the following Premium & Claims Paid grid or send us copies of paid claims reports for the past four policy years beginning with the current year. (The reports should reflect payment activity for each year that is no later than two months from today's date.)

 
Policy Year Premium Paid Claims Paid Report Date
- $ $
- $ $
- $ $
- $ $
23.

If the answer to question #7 above is not an insurance broker or agent, please let us have your broker or agent's name and telephone number if you would like us to work with him or her for the purpose of developing a quote.

  Broker or Agent Name

Broker First Name

Broker Last Name

  Tel --
 
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