1. a) Name and Address of Proposer and all Branch Offices:
b) Name(s) of predecessor(s) in business, if any:
c) Email Address
2. Date established as 1(a) or 1(b) above:
3. Full name and experience of:
a) Principal and all Partners and Directors
b) All Managers
4. When did persons stated in Question 3 assume active control of the Agency?
a) Principal and all Partners and Directors
b) Managers
5. State number of staff:
Working Partners or Directors:
Typists & Clerical Staff:
Managers:
Couriers:
All Others:
6. Income from the Proposer's Travel Agency Business:
a) Gross Receipts
Estimated Last Year:
Estimated This Year:
b) Gross Commission
Estimated Last Year:
Estimated This Year:
7. a) Does the Applicant arrange tours?
Yes
No
b) If "Yes", please state percentages of gross receipts derived from (and supply details and brochures if any):
1) Group Tours:
2) Conventions, Seminars, etc.:
3) Student/Incentive Tours:
4) Tours of a hazardous nature: (i.e. mountaineering, safaris, skin diving, or to hostile environments.)
8. Does the Applicant and/or any parent, subsidiary or other related company operate tours?
a) Their Own
Yes
No
b) Those of others
Yes
No
9. Please state percentage of gross income derived from:
a) Retail:
b) Wholesale:
10. Does the named Applicant act as:
a) a Franchisor
Yes
No
b) a Franchisee
Yes
No
If "Yes" to either, please provide full details:
11. Is the named Applicant an active member of:
a) American Society of Travel Agents
Yes
No
b) International Air Transport Association
Yes
No
c) Any other pertinent association
Yes
No
12. Does the named Applicant or any Owner, Partner, or Director thereof engage in any employment or activities other than Travel Agents?
Yes
No
If "Yes", please provide full details:
13. Has the named Applicant been insured previously either under their existing name or that of any predecessor in business?
Yes
No
If "Yes", please provide name of insurer, limit, deductible, date of expiry and whether it was on "Claims Made" or "Occurrence" basis.
14. Has any application for this form of Insurance ever been declined or has any such Insurance ever been cancelled or special terms imposed?
Yes
No
If "Yes", please provide full details:
15. Have any claims been made during the past five years against the Proposer or any of the present Partners or to your knowledge against any past Partner?
Yes
No
If "Yes", please state in each case:
- Date claim made
- Name of Claimant
- Value of claim
- If Claim is settled or outstanding
- Amount of settlement
- Brief details
16. Has the Applicant or any of its past or present Owners, Officers, Partners, Directors or Employees any knowledge or information, after inquiry, or any occurrence whatsoever which might give rise to a claim against you in connection with your profession?
Yes
No
If "Yes", please state in each case:
- Date Applicant first became
aware of any such alleged
negligent act, error, or omission
- Name of potential claimant
- Estimated value
- Brief details
17. Are there any other facts, which, if disclosed to Underwriter, may influence their assessment of this application?
18. a) Amount of Indemnity required:
b) Deductible required (Minimum $500):
19. Does the Named Applicant agree that this proposal form is for a Claims made policy?
Yes
No
REMARKS (optional - or use to complete questions above)