Entity and location schedule
Connect each legal entity, operation, license, location, value, and requested coverage.
Submission readiness
A clearer submission starts before the first market approach.
Organize the account so a specialist can understand the business, the coverage decision, and what is still missing.
At a glance
What information helps CARMA review a submission?
Start with legal entities, operating locations, a plain-language description of the business, requested coverage and effective date. Include available values, loss records and supporting documents, and identify anything still missing.
Do I need a perfect file before starting?
Organize the facts and records already available, and clearly list outstanding information. CARMA identifies what is needed to continue the review.
What should the account summary explain?
Explain what the business does, where exposures arise, what coverage is requested, the placement challenge and any deadline. Keep known facts separate from estimates and open questions.
Summary updated . Editorial standards
Operation narrative
Explain how the business makes, moves, stores, or sells products in plain language.
Decision record
Separate requested coverages, timing, open questions, and unavailable documents.
Important account information
A complete submission does not guarantee eligibility, coverage, or placement.
Account-specific next step
Have enough information to begin?
Start with the business and account details you have. CARMA will identify what is needed next.