Quote requirements by design profession
Written and reviewed by Michael LaBarbera, licensed insurance agent
To quote professional liability for a design firm we need contact details, a licensed state and the profession-specific required fields listed below for your discipline. Optional fields help carriers underwrite faster but can wait until an agent follows up.
DESIGN PROFESSIONAL LIABILITYG-001INSURANCE / REFERENCE SHEET
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Architect 22 required · 59 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
- Architect project mix (%)
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Condo/co-op work in last 3 years?
- Condo projects
- Condo units
- Condo conversions?
- Construction administration role
- Services
- Five largest projects
Engineer 23 required · 55 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
- Engineering billings by discipline (%)
- Engineering project types (%)
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Feasibility studies/reports/opinions (%)
- Inspections for buyers/lenders (%)
- Environmental work?
Land Surveyor 22 required · 54 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
- Survey types (%)
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Number of field crews
- Drones used?
Interior Designer 22 required · 57 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
- Residential vs commercial (%)
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Purchases furniture/finishes for clients?
- Annual purchasing volume range
- Own installation staff?
- Engages licensed architects/engineers for structural/MEP?
- Showroom/retail?
Landscape Architect 21 required · 56 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Project types
- Services
- Installs with own crews?
- Playground design?
Professional Engineer (individual PE) 21 required · 58 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Employer name
- Side/moonlighting work?
- Stamps others’ drawings?
- Work stamping others’ drawings (%)
- Disciplines
- Side-work revenue
Drafting/CAD/BIM 21 required · 56 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Under supervision of a licensed professional?
- Designer of record (%)
- BIM coordination/clash detection?
- Offshore subcontractors?
3D Rendering & Visualization 21 required · 55 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Marketing/pre-sales renderings for developers (%)
- Construction documentation support (%)
- Licensed assets/model libraries?
Kitchen & Bath Designer 21 required · 57 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Sells cabinets/fixtures?
- Fixture sales volume range
- Measures/orders custom fabrication?
- Installs with own crews?
- Design-only vs design-build
Lighting Designer 22 required · 54 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
- Lighting services (%)
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Photometric or energy-code calculations?
- Specification only vs supply of fixtures
Real Estate Appraiser 22 required · 59 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
- Appraisal revenue (%)
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- License level
- Years licensed
- Number of appraisers
- Number of trainees
- Through AMCs (%)
- License complaints/board actions in 5 years?
- Limit required by AMC or lender
Cost Estimator 22 required · 55 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
- Services (%)
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Agency CM vs CM at-risk
- Largest project construction value
- Performs construction?
Construction Manager / Owner's Rep 22 required · 55 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
- Services (%)
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Agency CM vs CM at-risk
- Largest project construction value
- Performs construction?
Project Manager 22 required · 55 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
- Services (%)
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Agency CM vs CM at-risk
- Largest project construction value
- Performs construction?
Design-Build Contractor 21 required · 55 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
- Designer in-house vs subcontracted
- Design-build revenue (%)
- Largest project value
Other 21 required · 52 optional
Required
- Contact name
- Contact title
- Firm legal name
- DBA (enter None if not applicable)
- Phone
- Street address
- City
- State
- ZIP
- Gross billings last fiscal year range
- Gross billings one year prior range
- Gross billings two years prior range
- Projected current-year gross billings range
- Client types (%)
- Owner categories (%)
- Contract types (%)
- Currently insured?
- Claims in the last 5 years?
- Requested per-claim / aggregate limits
- Reason for shopping
Optional
- Mailing address if different
- Website
- Year established
- Entity type
- Full-time staff
- Part-time staff
- Licensed architects
- Licensed PEs
- Licensed land surveyors
- Licensed landscape architects
- Federal EIN (optional)
- Gross billings last fiscal year (exact optional)
- Gross billings one year prior (exact optional)
- Gross billings two years prior (exact optional)
- Projected current-year gross billings (exact optional)
- Revenue from one client (%)
- Revenue from repeat clients (%)
- Revenue outside the U.S. (%)
- Ownership interest in a project you design?
- Any construction, fabrication or installation?
- Real estate development?
- Design or manufacture products?
- Single-point design-build responsibility?
- Ownership interest exceeds 49%?
- Use limitation of liability?
- Non-standard contracts reviewed by counsel?
- Use subconsultants?
- Subconsultants carry professional liability?
- Written subconsultant agreements?
- Fee suits against clients in 3 years?
- Unresolved fee disputes?
- Contracts with limitation of liability (%)
- Subconsultant disciplines
- Current carrier
- Current limit
- Current deductible
- Retroactive date
- Expiration date
- Any extended reporting period purchased?
- Known incidents that could become a claim?
- Ever declined, non-renewed or cancelled?
- Claim count
- Claim year
- Allegation
- Paid claim amount (not premium)
- Open or closed
- Known incident details
- Decline/nonrenewal/cancellation details
- Contract-stated limits
- Deductible preference
- Desired effective date
- Other coverages
Frequently asked questions
Which fields are required for every design profession?
Every request needs contact name, business name, email, phone and a licensed state, plus the profession-specific required fields listed in each section.
Is there a machine-readable version?
Yes. /api/quote-requirements.json lists the same required and optional fields, generated from the same configuration as the quote form.
Can I answer I'm not sure?
Where the form offers it, yes. A licensed agent follows up on anything unclear before carriers are approached.
Request a quote
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