Chartis Private Client

Here you will find marketing materials, applications, and specific carrier information on the Chartis Private Client products.

• Fire Protection Questionnaire
• Course of Construction Application
• Personal Risk Management Questionnaire
• Watercraft/Yacht Application
• Yacht Application Form Cheat Sheet
• Severe Weather Plan Questionnaire (For Owner Operated Vessels)
• Severe Weather Plan Questionnaire (For Professionally Crewed Vessels)
• Superior Credits and Endorsements Questionnaire
• AIG – Florida Wind Mitigation Worksheet (New or Prospective Clients)
• LLC Trust Questions

Marketing Materials:

• Homeowners Insurance – Make Yourself Comfortable Coverage Summary
• Homeowners Insurance – Make Yourself Comfortable Brochure