A Real Estate Agent insurance quote generally requires information about the agency, its professional services and the insurance required.

Information commonly required #

This can include:

• Business name
• ABN
• Business structure
• Business locations
• States and territories of operation
• Professional services
• Actual and estimated annual turnover
• Number and value of properties sold
• Number and value of properties managed
• Residential, commercial and rural property breakdown
• Directors
• Licensed agents
• Property managers
• Other employees
• Franchise or network arrangements
• Industry association membership
• Required Professional Indemnity limits
• Current insurance
• Retroactive date
• Claims history
• Known circumstances

When can additional information be required? #

This can include agencies involved in:

• Business broking
• Buyer advocacy
• Strata management
• Commercial property
• Formal valuations
• Other specialist activities

Insurers may also require a proposal form.

You do not need to have every document available before contacting us.

Provide the information you have and we can identify anything further required.

Contact our team if you need help preparing a Real Estate Agent insurance submission.