The following is a guideline to the information that the
Insurer will request in order to provide a proper quote.
1.
Last five (5)
years loss runs with Detail
(medical, indemnity, reserves broken out), Premium
for each year Currently Valued.
2.
Current year loss runs dated within 30 days.
If you have no losses to date,
please make the statement, “We have no
Losses in the current policy year.” on your Company Letterhead.
We
can provide a letter
to fax if you do not have your Currently Valued Losses.
3.
Payroll
by Class Code for each of the last 5 years and estimate for current year.
Class
Code / Payroll Class Code / Payroll Class
Code / Payroll
2005
2004
2003
2002
2001
2000
Workers
Compensation Premium
2005
2004
2003
2002
2001
2000
4.
Short Description of all loss time claims. (Listed on OSHA 200, 300 or 300a Log under Time Away From
Work) I will
discuss each loss time claim individually with you.
5.
Your last Monthly Workers Compensation Payroll Report..
6.
Your last Workers’ Compensation Insurance Rating Form
(provided each year by the CA WCIRB to determine your next years experience
modifier)
7.
A company Brochure, if you have one, or a letter about
Your Company, past, present and future. (You usually
provide one for your Auto Carrier and Liability packages.)
8.
CA EDD form DE-2088 which
reports the turnover rate.
9.
Federal ID Number (FEIN) and
State ID Number