Important Files

Acord 70 - Personal Policy Change Request
ACORD form to complete and submit to request endorsements to an existing policy

Diligent Effort Form
Form to be completed by retail agent to show diligent effort to place with an admitted carrier

Hurricane Plan
Application to describe how you are securing your vessel in the event of a storm - required annually

Letter of Compliance of Marine Survey
Signed by the client that confirms recommendations noted on the survey are completed

New Agent Appointment Package
Completed by new agent to receive appointment to submit business to Casey Insurance Brokers

Renewal Questionnaire
Vessel Insurance renewal application

Submission Checklist
Checklist of items required for a complete submission of risk

Surplus Lines Disclosure and Bind Request Form
Signed by the retail agent and the client to confirm placing in SL market, & client request to bind

Vessel Insurance Application
Application for new business vessel insurance

YachtInsure Absentee Owner
Application for insured to complete when they have someone else maintaining their vessel

YachtInsure Hurricane Plan
Application to describe how you are securing your vessel in the event of a storm - required annually