Apply Online - Maloney & Company, LLC

Firm's Full Name(s) – please include any DBA names:*
Please provide your firm’s full, legal name and be sure to include any formal suffixes like “Inc.” “LLC” or “PC.
Address*
Please list your “main office” address.

Street Address

City

State

ZIP Code
Email*
Phone*
Mobile*
Website
Valid web address example: https://www.maloneyllc.com
Are there any additional locations?*
- Yes
- No
Additional Location*

Street Address

Address Line 2

City

State

ZIP Code

Who owns the firm listed in question 1? Please list the full name of each owner and show the percentage of ownership (total should equal 100%)
Name*
%*

Please enter a number less than or equal to 100.
Name 2
%

Please enter a number less than or equal to 100.
Name 3
%

Please enter a number less than or equal to 100.
Name 4
%

Please enter a number less than or equal to 100.
% Total (must be 100)
The total ownership percentage for all owners should be 100%

Were any of the principals of this firm principals of previous entities?*
If a principal of the firm shown in Question 1 was the principal of another entity, including a predecessor firm or alternate firm name in use currently or at any time in the past, please list that firm or those firms here. We should discuss whether you would like coverage for that other firm, or for the principal’s involvement in that other firm. Depending on the decision of the underwriter, you may be able to get coverage for that past work.
- Yes
- No
Previous Entities*
Please list the all previous entities that apply
What was the earliest year the firm above, or a previous entity was formed?*
Brief description of practice*
Please describe your firm (e.g. “We are a full-service architectural firm specializing in high-end residential design.”

Types of Services (must total 100%):

Please list the services your firm provided during your last fiscal year.
Architecture

Please enter a number from 0 to 100.
Civil Engineering

Please enter a number from 0 to 100.
Construction Management

Please enter a number from 0 to 100.
Is the service your firm provides ‘agency CM’ work, in which you are the eyes and ears of the owner on the jobsite, but don’t have responsibility for construction, site safety and can’t stop the job? If so, please enter the percentage under Construction Management. If no, and you are providing ‘at-risk CM’ work, please indicate this under “Other.”
MEP

Please enter a number from 0 to 100.
Surveying

Please enter a number from 0 to 100.
Structural Engineering

Please enter a number from 0 to 100.
HVAC Engineering

Please enter a number from 0 to 100.
Environmental Consultant

Please enter a number from 0 to 100.
Interior Design (selection of furniture, fixtures, finishes and space planning)

Please enter a number from 0 to 100.
Other

Please enter a number from 0 to 100.
Other – Please describe below*
Your Total*
(total must = 100)

Type of Projects (must total 100%)

Please list the types of projects you worked on during your last fiscal year. ‘Apartments’ are projects owned by one entity, and rented out to others. ‘Condominiums’ are typically multi-family projects and are considered higher-risk regardless of whether you work for the condo association, developer, or for an individual unit owner. ‘Co-Ops’ should be listed under ‘Other.’
Single Family Residential

Please enter a number from 0 to 100.
Commercial

Please enter a number from 0 to 100.
Condominiums

Please enter a number from 0 to 100.
This project type is considered higher-risk, and some insurers will decline to offer quotes to firms with a high percentage of this work.
Retail

Please enter a number from 0 to 100.
Industrial

Please enter a number from 0 to 100.
Schools/ Colleges/ Universities

Please enter a number from 0 to 100.
Religious

Please enter a number from 0 to 100.
Office Buildings

Please enter a number from 0 to 100.
Apartments

Please enter a number from 0 to 100.
Hospitals

Please enter a number from 0 to 100.
Other

Please enter a number from 0 to 100.
Other – Please describe below*
Your Total*
(total must = 100)

Type of Clients (must total 100%)
Contractors

Please enter a number from 0 to 100.
Developers

Please enter a number from 0 to 100.
Governments

Please enter a number from 0 to 100.
Other Design Professionals

Please enter a number from 0 to 100.
Private Owners

Please enter a number from 0 to 100.
Public Institutions

Please enter a number from 0 to 100.
Other

Please enter a number from 0 to 100.
Other – Please describe below*
Your Total*
(total must = 100)

Staffing: (please include the firm principal(s) in this question. If you have no employees in a category, enter "0")
Licensed Architects:*

Please enter a number greater than or equal to 0.
Licensed Engineers:

Please enter a number greater than or equal to 0.
Surveyors:*

Please enter a number greater than or equal to 0.
Technical:*

Please enter a number greater than or equal to 0.
Administrative:*

Please enter a number greater than or equal to 0.

Gross Billings, including all reimbursable expenses, payments to subconsultants, etc.

Gross billings include all reimbursable expenses, payments to subconsultants, etc. The figures shown in this question should match the gross billing figure on a tax return. If your firm is just starting and does not have historical billings, please provide a billing estimate for the upcoming twelve months. When you make this estimate, I would suggest that you be conservative, yet realistic.
Billing Year 2020*
Billing Year 2021*
Billing Year 2022*
Billing Year 2023 (estimate)*
Percentage of billings attributed to low risk services (feasibility studies, master plans, reports, opinions, etc.)*
Dollar amount direct reimbursable expenses included in the billings shown above for 2022 (e.g. Travel, Blueprinting, and Filing Fees etc.)*
% Percentage of reimbursable expenses of the 2022 billing year. (This is automatically calculated for you)
Does your firm perform any high risk services (e.g. Geotechnical, Asbestos, Underground Storage Tanks, and Lead Abatement)?*
- Yes
- No
Please describe below:*

Risk Management
a) What percentage of your firm's contracts are written?*
The total of questions b and c should be 100%.

Please enter a number less than or equal to 100.
b) What percentage of your firm's contracts are verbal?*
The total of questions b and c should be 100%.

Please enter a number less than or equal to 100.
% of B and C (must = 100)
The total of questions b and c should be 100%.
c) What percentage of written contracts are AIA, ConsensusDoc or EJCDC?*
Some insurers will give a credit for your use of industry-standard written agreements.

Please enter a number less than or equal to 100.
d) Does your firm incorporate a limitation of liability clause in its contracts?*
- Yes
- No
What percentage of your contracts contain a limitation of liability clause less than or equal to $250,000?
e) Does your firm retain subconsultants?*
- Yes
- No
What percentage of your subconsultants maintain professional liability insurance?
Some insurers will give a credit for your use of insured subconsultants.

Please enter a number less than or equal to 100.
Percentage of your fees paid to subconsultants:*

Please enter a number less than or equal to 100.
f) Does your firm have in-house quality control procedures?*
Quality control procedures need not be written for you to answer ‘Yes’ to this question. If the answer is ‘No’ currently, but you plan to institute quality control procedures, please indicate this to your Maloney & Company, LLC broker.
- Yes
- No
g) Are plans reviewed before being released?*
Some insurers will give you credit for risk management procedures such as having your plans reviewed before being released. If the answer is ‘No’ currently, but you plan to institute this procedure, please indicate this to your Maloney & Company, LLC broker.
- Yes
- No

As an authorized representative of the firm or the individual applying for coverage, by checking this box I hereby warrant that the statements and representations made in this application are true and complete. I acknowledge that the information I have provided will be deemed material to the acceptance of the risk assumed by the insurance company in the event an insurance policy is issued.*
- I Accept
Principal Name*

First

Last
Date*

Month

Day

Year
Email
This field is for validation purposes and should be left unchanged.

Professional Liability Form

Step 1 of 11

Who owns the firm listed in question 1? Please list the full name of each owner and show the percentage of ownership (total should equal 100%)

Types of Services (must total 100%):

Type of Projects (must total 100%)

Type of Clients (must total 100%)

Staffing: (please include the firm principal(s) in this question. If you have no employees in a category, enter "0")

Gross Billings, including all reimbursable expenses, payments to subconsultants, etc.

Risk Management

Claims Information