Insured Details
Legal entity, DBA names, addresses, FEIN, and primary contact information required to identify the contracting party and validate exposures.
A concise quote reduces ambiguity about coverage scope, speeds underwriting decisions, and documents the insurer’s terms for premium and limits.
Brokers, underwriting teams, risk managers, and finance leaders commonly prepare or review EPLI & Crime quotes.
Clear roles in preparation and review help avoid delays and ensure required documentation is provided before binding coverage.
Legal entity, DBA names, addresses, FEIN, and primary contact information required to identify the contracting party and validate exposures.
Separate line items for EPLI and crime coverage including insuring agreements, limits, sublimits, and any aggregate versus occurrence distinctions.
Itemized premium, policy fees, taxes, and any commission or brokerage amounts so total cost is transparent to the insured.
Clearly state deductible amounts per coverage and whether retentions are per claim, per occurrence, or annual aggregate.
List major exclusions, required loss control measures, administrative conditions, and any warranty-style statements that impact coverage.
Specify additional documentation, background checks, or loss mitigation steps required before a policy can be bound or rated further.
The company requested combined EPLI and crime limits to cover CEO fraud risk
A multi‑clinic group sought EPLI coverage for discrimination suits plus crime coverage for employee theft
| Field | Configuration | Name | Value |
|---|---|
| Template Selection | Use a reuseable quote template with locked core fields |
| Conditional Logic | Show crime sublimits only when prior losses reported |
| Signer Authentication | Require email plus optional SMS code |
| Notification Settings | Auto-email signed copies to broker and insured |
Ensure the platform you use supports required file formats, signer authentication, and an audit trail.
Commonly 30 days from issuance
Expect 5–10 business days for standard reviews
Set by insured, subject to underwriting approval
Due at binding or per insurer schedule
Keep quote copies until audit and beyond
Broker submits application and initial documents.
Underwriter evaluates exposure and requests clarifications.
Insurer provides detailed terms and premium.
Insured accepts terms and premium; policy issued.
| Criteria | Insurance EPLI & Crime Quote | General Liability Quote |
|---|---|---|
| Purpose | employment and fidelity risks | third-party bodily/property risks |
| Typical insured | employers, nonprofits | contractors, retailers |
| Required attachments | payroll, hr policies | safety reports, certificates |
| Signature method | signed quote or binder | signed application |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |