Group Personal Excess Liability Application


Organization Name and Address:
 
Name:
Address:
City:
State:
Zip:
Phone Number:
(-
Fax Number:
(-
 
Group Excess Contact:
 
Name:
Phone Number:
(-
Fax Number:
(-
Email:
 
Description of Business:
 
 
Who will be covered:
Use or enter the defines groups as needed - indicate the number of participants in the "Participants" column and enter any
considerations or notes in the space provided
 
Defined Group Participants Notes / Comments
Directors / Officers
Parters
 
Excess Liability limits requested:
Indicate all applicable
 
Limits                   
Requested
Participants
$1 Million
$2 Million
$3 Million
$5 Million
Limits
Requested
Participants
$10 Million
$15 Million
$20 Million
Unisured / Underinsured
limit requested
 
Preferred required
auto / UM limit
 
Geographic Breakdown:
List all states where members of the defined groups reside
 
State of Residence Participants
State of Residence Participants
State of Residence Participants
 
Optional Coverages:
Check all that apply for optiional quotes
 
Employment Practice Liability Insurance (EPLI)
E&O Group Excess Coverage for Organization ($1 million included; up to $2 million available)
Charitable Board (coverages varies by state)
Higher Supplemental Defense Coverage ($10,000 included; up to $100,000 available)
 

NOTE: For groups of 25 or less, a Group Personal Excess Participant Questionnaire needs to be completed by each participant prior to obtaining a quote:
 
Yes, please email me the participant questionnaire
 

 
Please note that any and all information provided via this Group Personal Excess Liability Application shall be submitted solely for information collection purposes. Responding to this information request and/or submitting information to The James B. Oswald Company in response shall not bind insurance coverage, without limitations. Submission does not guarantee that coverage will be placed for you or your firm, and does not obligate you or your firm to purchase coverage. Insurance coverage cannot be placed, bound or altered without written confirmation from a representative of The James B. Oswald Company. Use of these materials, including any and all supplemental advisories and links contained within The James B. Oswald Company Website pages, should not be considered legal advice, as any and all posted materials are provided solely for educational purposes. Please contact legal counsel to obtain advice with respect to any specific issue. Please note that all applicants must maintain personal insurance coverage limits that meet the minimum guidelines as set forth by the application.

Clicking "Submit" will transmit the information entered to a member of the Oswald team. If you requested the Participant Questionnaire, this will be emailed to you by Oswald after this initial application has been received and acknowledged.

If you have any questions, please contact:

Kim Binder-Lucarelli, Director of Personal Risk, Sr. Vice President
216-367-8582 phone
klucarelli@oswaldcompanies.com email