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Underwriting preparation

A precise submission gives an underwriter reasons to understand the risk.

“We sell consumer products” is not enough. Strong submissions explain the product, process, controls and contracts.

Product schedule

List each product family, percentage of sales, years sold, intended use, end user, critical components, maximum unit value and potential severity if it fails.

Sales and territory

Separate domestic, Canadian and other foreign sales. Identify direct-to-consumer, distributor, retailer, government and OEM channels.

Quality controls

Describe incoming inspection, in-process checks, final testing, standards, certifications, calibration, nonconforming product procedures, complaint handling and corrective action.

Supply chain

Identify domestic and foreign suppliers, written agreements, insurance requirements, testing, audits, traceability and concentration in single-source components.

Loss and recall history

Explain incidents, circumstances, customer complaints, near misses, withdrawals and corrective action—not simply paid claims.

Product liability guidance

Tell us what you make, import, distribute or sell.

Get a Quote Call 972-423-2300 or text 972-284-7120 anytime.

The independent-agency advantage

Change your carrier.
Keep your agent.

A premium increase does not have to end the relationship with the agency that knows your business. We can review your operation and available carrier options at renewal. Availability and savings depend on underwriting and market conditions.