Client Details

Initial Questions

Admin Summary

Underwriting

Rating Calculations

Technical Services

Insurer Referral

Processing

Client Details

Your full name

Company Name

Company Registration Number

Contact phone number

Contact email address

Email enter again

Contact address

            Line 1
        
            Line 2
        
            Town/City
        
            County

Postcode

Have you ever been declined or removed from a warranty scheme or provider?

YesNo

Construction Details

Project name

The name or reference by which your identify this project

Project address

            Line 1
        
            Line 2
        
            Town/City
        
            County

Postcode

Notice for self-builders

If you or a close family member plan to live in this property for at least 12 months, please visit www.selfbuildzone.comfor a policy better suited to your circumstances.

Is the project Phased?

YesNo

Number of Phases

Number of PDH, Terraced, Self-Build or Custom Build Units

Number of Blocks and Units

Use the (+) button to add more blocks

Number of blocks	Number of units per block

Number of Commercial Units

Brief description of Works

Number of storeys above ground (including ground floor)

Number of storeys below ground

Is any part of the Development on a sloping site?

YesNo

Mixed or Other - Provide details

Other - Provide details

Mixed or Other - Provide details

Is the project in an area associated with Flooding, Radon, Mining, Cheshire Brine or other Mineral Extraction?

YesNo

Project Details

Total Reinstatement Cost of the New Works

How much would it cost (in terms of materials and professional labour) to reinstate all new works of the project if you suffered a total loss (eg. fire) when nearing completion? You need to consider the cost of removing debris and professional fees in arriving at this figure.

Total Reinstatement Cost of the Existing Structures

How much would it cost (in terms of materials and professional labour) to reinstate the existing structure. DO NOT include the value of the land. If you have buildings insurance already in place for an existing structure, you must check that the insurance company is prepared to continue covering it while you self-build or self-manage the proposed works. Many home insurers exclude cover on properties undergoing renovation, alteration or conversion.

Combined area of all storeys of all buildings (square metres)

This needs to be the total floor area for all Housing Units or Premise’s inclusive of basements, plus any separately identifiable structures such as detached garages and/or outbuildings that you want to include cover for under this policy.

Only know the area in square feet? Use this converter (link opens in a new window)

Gross Development Value (GDV), if known.

Developer details

Contractor's Company Name or Company Registration Number

Is there a Project Manager?

YesNo

Is the project being built under a Building Notice?

YesNo

Would you like a quote for Building Control services from our "partnered" surveyor network (Approved Inspector)?

If you are making separate arrangements for Building Control, one of our partnered surveyors will carry out a series of separate technical audits of the development for the purposes of the warranty.

By using our "partnered" surveyor network for your Building Control you will benefit from having one of our surveyors on site to carry out the Warranty and Building Control inspections at the same time.

YesNo

Building Control Reference Number

Other - Provide details

Start Date of building works

Estimate if works not yet started

Completion Date for project

Estimate if work is ongoing

Optional Cover

Loss of Rent figure, per annum

Admin Summary

Source

Status updated

OpenGi Prospect

Record the OpenGi full prospect reference upon transfer

OpenGi Live Survey Ref

Record the OpenGi survey reference upon transfer

Underwriting

Target premium (ex.IPT)

Mandatory requirement

Defects Liability Period (years)

Excess in Respect of Residential Units

Excess in Respect of Commercial Units

Excess Applicable to Common Parts

Enter 0 if not applicable. Typically minimum of £1,000

Written Line

Additional Information

Text in this free-type area will appear on page 2 of the indication document under the heading "Additional Information".

Policy Limit of Indemnity

If different from policy standard

Policy Wording

Guarantee, Bond, Escrow amount

Cross Guarantee Company

Rating Calculations

Calculation Model

StandardAXAFidelis

Base Rate

(Standard, AXA, Fidelis)

Base Adjustment

(Standard, AXA, Fidelis) Example : Basement 0.05

Description	Adjustment

Deduction for Excess

(Standard, AXA) No deduction for £1,000. Can range from 10% to 30% on commercial risks.

Loading for Indexation

(Standard, AXA, Fidelis) Usually 25% for Canopius

Loading for Stage of Build

(Standard, AXA, Fidelis) 25%, 50%, 75% or 100%

Loading where no DLP

(AXA) Typically, a minimum loading of 20% where no DLP

Loading/Discount for Custom Adjustments

(Standard, AXA, Fidelis) Enter a figure to apply a loading (or discount) to the premium. Useful for price-matching. Save notes to the quote detailing reasons for applying an adjustment.

Technical Services

Number of Visits

This should be used when requesting manual fees. Please note, this figure appears on the client documentation.

Specialist Surveys (BZSS use, only)

List one specialist survey per line

BZSS Coding / Grading (BZSS use, only)

Special instructions to Surveyor (BZSS use, only)

Use manually calculated inspection fees?

YesNo

---- Automatic Fees ----

BZSS Fee (auto-calculated)

Excluding VAT

Surveyor Fee (auto-calculated)

Excluding VAT

Inspection Fee to AI (auto-calculated)

This figure is not included in any calculations. It appears, as is, on the documentation to the customer detailing how much they must pay directly to the AI

* INCLUDING VAT *

---- Manual Fees ----

BZSS Fee (manual)

All-time, running total of BZSS fees excluding VAT.

Surveyor Fee (manual)

All-time, running total of surveyor fees excluding VAT.

Inspection Fee To AI (manual)

This figure is not included in any calculations. It appears, as is, on the documentation to the customer detailing how much they must pay directly to the AI

All-time, running total of surveyor fees paid directly to the AI * INCLUDING VAT *.

Insurer Referral

Referral date

Comments for Insurer (Build-Zone use only)

Technical comment (BZSS use only)

Technical referral date (BZSS use only)

Referral completed

Date issued to insurer

Insurers agreed to proceed

YesNo

Insurer agreed date

Insurer response

System calculation fields

DO NOT MANUALLY EDIT ANY OF THE FIELDS BELOW

The values in these fields are calculated by the system.

MainPremium

'Main' Cover Group is a requirement of SchemeServe but not one we use as all Cover Group products are optional.

Nothing to be entered in this field.

Standard Rate

Applicable to new builds only

Damage Rate

Consequential Loss Rate

Rate applicable to existing structures

Proposer Project Rate

Generated from drop down list ProposerProjectRisk

AffiliateId

From URL

Project Bracket

Project Postcode 4 chars

Project Postcode 3 chars

Project Postcode 2 chars

Number of Additional Inspections