Trial Application

Here at Upstate Special Risk, we take pride in our ability to assist you in pre-qualifying your clients for insurance coverage. We have several tools that you can use to obtain the information needed to get a good idea of what rate class you can expect. To start the process, download our trial application, complete and have your client sign it, then fax it to us at +1 (585) 273-8540.
While most of our carriers have put limits on the cases they will look at informally, we know that not all of your cases will meet their premium guidelines. But underwriting risks occur from the smallest cases to the largest. In addition to our full pre-underwriting services, we have an in-house underwriter to help us choose the right carrier the first time. So, whether your case is large or small, you can count on us to give you the guidance you need to place your difficult cases.