Resources for broker success
At Travelers, we are fully committed to providing our broker partners with the information and support you need to tread confidently and trade profitably in an uncertain world.
Below, you’ll find details on our offerings, our company and our progress toward gender pay parity. You can also access insurance broker resources like industry-specific proposal forms, white papers and thought leadership. And we’ve simplified our product documentation, combining target market statements and fair value assessments into a single, straightforward product statement.
Looking for something not on offer here? We’re happy to help you find what you need. On our Contact Us page, you can connect with our dedicated product and sector teams or contact a Travelers office.
Product statements
- Automotive
- AutoXpress (SME Automotive)
- Commercial Select
- Education
- Electronics Manufacturing and Assembly
- eTrade Office (SME Office)
- Food and Drink Manufacturers
- Golf Club
- Healthcare
- Hotels
- Industrial Machinery
- IT & Communications for Product & Service Providers
- Manufacturing
- Medical Technology
- Metal Goods Manufacturers
- Office
- Office – Legal Sector
- Operational Private Finance Initiatives
- Plastic Goods Manufacturers
- Printers
- Professional Indemnity Combined
- Property Owners
- Public Sector Local Authority
- Restaurants
- Retailers
- SME Property Owners
- Stage Door
- Warehousing
- Accountants Professional Indemnity
- Civil Liability for Financial Institutions
- Commercial Crime for Financial Institutions
- Design and Construction Professional Indemnity
- Directors and Officers for Financial Institutions
- Directors and Officers for Listed Companies
- Directors and Officers Insurance for Private and Not-for-Profit Companies
- Fiduciary Dishonesty Bond for Employee Benefits
- Freelance Solicitors Professional Indemnity
- Financial Institutions Crime Insurance for Credit Unions
- Fund Managers Fund Liability
- Fund Managers Fund Liability Property
- Management Liability Crime Insurance
- Management Liability CyberRisk Insurance
- Management Liability Employee Crime Insurance
- Management Liability Employment Practices
- Management Liability Pension Trustees
- Miscellaneous Professional Indemnity
- Non-Reserved Legal Activity
- Pension Trustees Liability for Financial Institutions
- Solicitors Professional Indemnity
- Surveyors Professional Indemnity
- Venture Capital/Private Equity Liability
- Aviation Loss of Licence – Group
- Aviation Loss of Licence – Individual
- Fine Arts and Collections
- Kidnap and Ransom Corporate Wording
- Kidnap and Ransom Crisis Response (Travelers Security Resource and Response)
- Kidnap and Ransom Family – Elite Family Protection
- Kidnap and Ransom Family – Elite Media and Entertainment Protection
- Kidnap and Ransom Family – Private Client Protection
- Kidnap and Ransom – Fixated Threat Services
- Kidnap and Ransom – Marine Piracy Speciality Risks
- Marine Professional Indemnity
- Marine Trade Industries
Proposal forms
Education
- Abuse Questionnaire
- Education – No Claims Declaration – Retroactive Abuse Cover
- Professional Liability – No Claims Declaration – Retroactive Cover
Financial institutions
- Civil Liability Proposal Form
- Financial Institutions Crime Insurance Proposal Form
- Financial Institutions Directors and Officers Proposal Form
- Fund Directors and Officers Proposal Form
- Investment Management Insurance Proposal Form
Professional indemnity: solicitors
- Freelance Solicitors PI Proposal Form
- Non-Reserved Legal Activity Practitioners PI Proposal Form
- Solicitors Full Proposal Form
Professional indemnity: accountants, manufacturers, surveyors and more
- Accountants PI Proposal Form
- Advertising Agencies and Media Consultants PI Proposal Form
- Cyber and Medical Technology Professional Indemnity Proposal Form
- Cyber and Technology Professional Indemnity Proposal Form
- Design and Construction PI Proposal Form
- Manufacturing PI Proposal Form
- Miscellaneous Professions PI Proposal Form
- Surveyors and Estate Agents PI Proposal Form
Foreign Account Tax Compliance Act (FATCA)
The Foreign Account Tax Compliance Act (FATCA) is a U.S. law designed to prevent U.S. taxpayers from hiding their taxable income offshore. Effective 1 July 2014, this new law requires U.S. brokers and other withholding agents to check the status of their counterparties when making certain payments (including certain (re)insurance premium payments), in order to ensure the transaction will not – whether inadvertently or intentionally – result in the payment of undeclared U.S. taxable income.
Companies are encouraged to use IRS Form W-8BEN-E to provide evidence of their FATCA status. Travelers is therefore making these forms available for those of its insurance entities which may be in receipt of U.S.-sourced insurance premiums.
For the company’s Lloyd’s operations, Lloyd’s has agreed with the IRS that a single W-8 IMY will be sufficient for FATCA purposes to cover insurance premiums paid to syndicates and syndicate-level trust fund assets. The Lloyd’s W-8 IMY is available on the Lloyd’s website.
Should you have any queries, or want to obtain copies, please contact [email protected].
