Insurance applications are only accepted from licensed agents and brokers who have been appointed by Berkley FinSecure. Please contact your agent or broker for more information.
Property and Casualty Applications
For property and casualty coverages, we accept ACORD applications or applications providing similar information. Please note the following:
- Property: Please be sure to include construction, occupancy, number of stories and building age, as well as a signed statement of values if blanket coverage is requested.
- Workers Compensation: Please provide a breakdown of the number of employees per location for catastrophe tracking. It is not necessary to breakdown payroll by location, only by state.
Other Applications and Questionnaires
Please select from the applications below:
- Credit Union Excess Insurance Policy
- Financial Institution Bond and/or Management Liability Policy
- Lender Placed and Foreclosed Property Policy
- Lender Placed and Foreclosed Property Policy – Maryland
- Mortgageholder’s Protection Policy
- Mortgageholder’s Protection Policy – Maryland
Please select from the questionnaires below:
- Fiduciary Liability Questionnaire
- Financial Institution Bond and/or Management Liability Policy Renewal Questionnaire
For Credit Unions:
- Credit Union Acquisition Questionnaire
- Credit Union Bond and/or Management Liability Policy Renewal Questionnaire
- Credit Union Plastic Card Programs Questionnaire
- Credit Union Service Organizations Questionnaire
The files above are in PDF format. You may need to download the latest free version of the Adobe Acrobat Reader application to view these files and complete those documents with editable fields.