Zurich Agency Services, Inc.

Submission Requirements and Applications for Community Banks and Credit Unions


Submission Requirements

The submission requirements are as follows:

  1. Completed Producer and W9 form
  2. Acord application and any additional lines of coverage forms.

Applications

Applications for the insurance solutions are below. Please select from the categories below to access the appropriate application information. All completed applications should be submitted via e-mail to: zas.banks.submissions@zurichna.com


PROPERTY & CASUALTY LINES

FINANCIAL LINES

ENVIRONMENTAL


Property & Casualty Lines

Acord Form
Standard ACORD apps for Property & Casualty lines are accepted except for Lenders Property Reporting Policy and Mortgagee Protection Policy –See links below for those applications

Lenders Property Reporting Policy
Mortgagee Protection Policy

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Financial Lines

Community Bank Bond/D&O
Credit Union Bond/D&O
Trust Dept Liability
Fiduciary Liability
EPL & 3rd Party Discrimination
Security & Privacy
Increased Limits Supplement
Acquisitions Creations Assumptions Supplement

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Environmental

Submission Requirements
Individual Transaction
Lender portfolio

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