Broker Use Only - Submission Checklist - v03e - Successful Submission

Sep 15, 2026

Broker use only submission checklist designed to increase the success rate of insurance submissions. It specifies required client and account information, including effective date, insured names, full postal/location addresses, email, and comprehensive risk details such as COPE, construction, occupancy, protection, exposure, accurate TIV values, equipment schedules, and locations outside Canada. It also requests claims history, proposal coverage limits and deductibles, insurer/broker identification, automobile submission items, and target premium guidance.

LanguageEnglish

CategoryLetters

FormatPDF

Pages1

AccessFree to download

Submission Checklist

Client Operations and Basic Customer Information

Risk Details and Values

Claims History

Coverage Proposal Details

Insurer and Broker Identification

Automobile Submissions

Target Premium

BROKER USE ONLY SUBMISSION CHECKLIST Information to help your submissions succeed: 1. Detailed description of all operations of the client 2. Basic customer information: Efective date All insured names Postal and location address Email address 3. Risk details: Full location details – COPE information (including building updates)– Construction, Occupancy, Protection, and Exposure Accurate TIV’s, statements of values, and equipment schedules Identify locations outside of Canada Identify all protections and security Years in business or related experience Current sales and other revenue from all operations-including split by country Mortgages and additional interests 4. Claims history for the last ve years, including amounts paid 5. Detailed proposal for coverage, limits, and deductibles 6. Identify the current insurer and broker 7. Automobile submissions: Properly completed OAP1 Automobile Application CVOR Letter of Experience for all listed drivers (where required) MVR’s for all listed drivers 8. Target premium 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 􀁆 For more information contact your Business Development Manager or visit us on the web at [northbridgeinsurance.ca](northbridgeinsurance.ca). | [Market Reservation: MR.Ontario@nbfc.com](Market Reservation: MR.Ontario@nbfc.com)[ ](Market Reservation: MR.Ontario@nbfc.com)[Service Requests:](Service Requests:)
[Small Business: GO.Ontario@nbfc.com](Small Business: GO.Ontario@nbfc.com)
Mid-Market: [Service.Ontario@nbfc.com](Service.Ontario@nbfc.com)
Transportation: [ServicesUnit@nbfc.com](ServicesUnit@nbfc.com) | Claims: [OntarioClaims@nbfc.com](OntarioClaims@nbfc.com) or 1.855.621.6262
eDocs Support: [edocsupport@nbfc.com](edocsupport@nbfc.com)
Billing: [billing@nbfc.com](billing@nbfc.com) or 1.800.797.4281 | | --- | --- | 3993-003-ed01E | 06.2022 | Ontario Northbridge Insurance and Northbridge Insurance Logo are trademarks of Northbridge Financial Corporation, licensed by Northbridge General Insurance Corporation (insurer of Northbridge Insurance policies) .

FAQs

What client and account information is required for a successful submission?

Include a detailed description of the client’s operations, the effective date, all insured names, full postal/location address, and email address.

What risk details must be provided under the COPE information?

Provide full location details (including building updates) and COPE elements covering Construction, Occupancy, Protection, and Exposure, along with accurate TIVs, statements of values, and equipment schedules.

What must be included for automobile submissions?

Submit a properly completed OAP1 Automobile Application, CVOR, a Letter of Experience for all listed drivers where required, and MVRs for all listed drivers.

Sep 15, 2026

Uploaded by Lucas Martin