Templates

Management Liability Quote

Management Liability Quote

All
Insurance
Use this template
Datapoint
Description
This is some text inside of a div block.
This is some text inside of a div block.
Quote Effective & Expiration Dates
Includes the start and end dates for the management liability quote term.
Insurer Name, A.M. Best Rating & Insurer Status
Returns the insurance provider’s name, credit rating, and whether they are admitted or non-admitted.
Named Insured & Address
Captures the full legal name and mailing address of the insured entity.
Combined Maximum Aggregate
Specifies the total liability cap for all covered claims under the quote.
Executive Liability
Returns coverage for management liability involving directors, officers, and senior executives.
Executive Indemnification Liability
Specifies limits for company reimbursement of executives named in claims.
Organization Liability
Covers claims made directly against the insured organization.
Investor Defense
Provides limits for defense against claims brought by investors or shareholders.
Employment Practices Liability
Covers employment-related claims, such as harassment, discrimination, or wrongful termination.
Fiduciary Liability
Returns coverage for breaches of fiduciary duty involving employee benefit plans.
Voluntary Compliance Program
Includes limits for voluntary disclosures to regulatory bodies.
Shareholder Derivative Demand Costs
Covers expenses arising from shareholder derivative demands.
Wage and Hour Defense Costs
Returns limits for defending wage and hour labor claims.
Employed Lawyers Liability
Covers legal liability related to in-house legal professionals.
Biometric Claims
Provides coverage for lawsuits involving biometric data collection and privacy violations.
Continuity Date
Specifies the date used to determine prior knowledge of a potential claim.
Prior Acts
Returns whether coverage applies to incidents occurring before the quote’s start date.
Specific Matter - E&O Claim
Identifies any endorsements or sublimits for specific E&O-related exposures.
Professional Liability
Specifies the limit for claims related to errors, omissions, or professional misconduct.
Nuclear Energy Liability
Returns coverage details for nuclear-related claims and exposures.
Estimated Annual Premium
Quoted annual cost for the management liability insurance coverage.
Taxes / Fees / Charges
Includes all applicable broker fees, taxes, and administrative surcharges.
Payment Terms / Installments
Returns the quoted billing plan, such as full pay or installment options.

Management liability quotes include multi-line coverages designed to protect executives and organizations from a wide range of exposures. Feathery’s AI extraction engine streamlines the intake of these complex quotes by capturing essential data such as the insurer’s name, A.M. Best rating, admission status, and quote effective and expiration dates. It extracts the named insured and address, along with the combined aggregate limit and detailed breakdowns across coverage types—executive liability, indemnification, organization liability, employment practices, fiduciary liability, and investor defense. The engine also identifies specialized coverages like shareholder derivative demand costs, wage and hour defense, employed lawyer liability, biometric claims, and nuclear energy exposures.

Feathery further captures policy terms such as continuity dates, prior acts coverage, and any endorsements tied to specific matters like E&O claims. Premium and billing information—including estimated annual premium, taxes, fees, and payment plan options—are also parsed for a complete financial view. This template is ideal for insurers, MGAs, and brokers working in commercial liability and executive risk markets, helping them automate the quote intake process, reduce manual workload, and accelerate internal reviews or downstream data flows.

Related templates

Auto Policy

Learn more

Medical Bill

Learn more