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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.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/broker-use-only-submission-checklist-v03e-successful-submission/277128/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/broker-use-only-submission-checklist-v03e-successful-submission/277128.png","ImageObject",442,249,{"name":88,"@type":89},"Lucas Martin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-18","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",6,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What client and account information is required for a successful submission?","Question",{"text":109,"@type":110},"Include a detailed description of the client’s operations, the effective date, all insured names, full postal/location address, and email address.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What risk details must be provided under the COPE information?",{"text":114,"@type":110},"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.",{"name":116,"@type":107,"acceptedAnswer":117},"What must be included for automobile submissions?",{"text":118,"@type":110},"Submit a properly completed OAP1 Automobile Application, CVOR, a Letter of Experience for all listed drivers where required, and MVRs for all listed drivers.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},277128,1790031731,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":4},8796095360427,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","BROKER USE ONLY  \nSUBMISSION CHECKLIST  \n Information to help your submissions succeed:  \n 1. Detailed description of all operations of the client  \n 2. Basic customer information:  Efective date  \n All insured names  \n Postal and location address  Email address  \n 3. Risk details:  \n Full location details – COPE information (including building updates)– Construction, Occupancy, Protection, and Exposure  Accurate TIV’s, statements of values, and equipment schedules  \n Identify locations outside of Canada  Identify all protections and security  Years in business or related experience  \n Current sales and other revenue from all operations-including split by country  Mortgages and additional interests  \n 4. Claims history for the last ve years, including amounts paid  \n 5. Detailed proposal for coverage, limits, and deductibles  \n 6. Identify the current insurer and broker  \n 7. Automobile submissions:  \n Properly completed OAP1 Automobile Application  CVOR  \n Letter of Experience for all listed drivers (where required)  MVR’s for all listed drivers  \n 8. Target premium  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \n􀁆  \nFor more information contact your Business Development Manager or visit us on the web at [northbridgeinsurance.ca](northbridgeinsurance.ca).  \n\n| [Market Reservation: MR.Ontario@nbfc.com](Market Reservation: MR.Ontario@nbfc.com)[ ](Market Reservation: MR.Ontario@nbfc.com)[Service Requests:](Service Requests:)\u003Cbr>[Small Business: GO.Ontario@nbfc.com](Small Business: GO.Ontario@nbfc.com)\u003Cbr>Mid-Market: [Service.Ontario@nbfc.com](Service.Ontario@nbfc.com)\u003Cbr>Transportation: [ServicesUnit@nbfc.com](ServicesUnit@nbfc.com) | Claims: [OntarioClaims@nbfc.com](OntarioClaims@nbfc.com) or 1.855.621.6262\u003Cbr>eDocs Support: [edocsupport@nbfc.com](edocsupport@nbfc.com)\u003Cbr>Billing: [billing@nbfc.com](billing@nbfc.com) or 1.800.797.4281 |\n| --- | --- |\n\n3993-003-ed01E | 06.2022 | Ontario  \nNorthbridge Insurance and Northbridge Insurance Logo are trademarks of Northbridge Financial Corporation, licensed by Northbridge General Insurance Corporation (insurer of Northbridge Insurance policies) .","cbCaidj4HGNJk36T","https://ap.wps.com/l/cbCaidj4HGNJk36T","pdf",499422,"English","# Submission Checklist\n## Client Operations and Basic Customer Information\n## Risk Details and Values\n## Claims History\n## Coverage Proposal Details\n## Insurer and Broker Identification\n## Automobile Submissions\n## Target Premium","[{\"question\":\"What client and account information is required for a successful submission?\",\"answer\":\"Include a detailed description of the client’s operations, the effective date, all insured names, full postal/location address, and email address.\"},{\"question\":\"What risk details must be provided under the COPE information?\",\"answer\":\"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.\"},{\"question\":\"What must be included for automobile submissions?\",\"answer\":\"Submit a properly completed OAP1 Automobile Application, CVOR, a Letter of Experience for all listed drivers where required, and MVRs for all listed drivers.\"}]","Broker Use Only - Submission Checklist - v03e - Successful Submission | PDF",1789498018]