Managed Care E&O and D&O Application

GENERAL INFORMATION

Name

Contact Name

Phone

Fax

Email

Street

City, State, Zip

State of Incorporation

Date of Incorporation

Type of Organization

HMO
PPO
IPA
PHO
MSO
TPA
Utilization Review Organization
Consumer Driven Provider
Other (Describe)

Type of Business Entity

LLC
501(c)Not-for-Profit
Other (please specify)
Utilization Review Organization
Publically Traded

Tax Status

For Profit
Not For Profit

Continually operating since

Description of business




COMPANY INFORMATION

Total number of employees

Does the applicant own or operate any type of medical facility? If yes, please explain

Yes
No
Explain

Does the applicant employ health care professionals in any capacity, other than administrative duties, such as medical director, peer review or utilization review? If yes, please list.

Yes
No
List


Total Current assets of applicant organization:



Total est. revenues for current calendar year:



INSURANCE COVERAGE INFORMATION

Current Insurance
(if none, most recent)

 

   D&O Insurance

   E&O Insurance

Name of Insurance Company
Name of Ins. Brokerage Firm
Deductible/Retention
Policy Expiration Date
Premium


Has any insurer declined, canceled or non-renewed any Directors and Officers insurance coverage?

Yes
No
Explain


PRIOR CLIAMS INFORMATION

Have there been or are there now pending any liability claims against the applicant?  If so, please explain.

Yes
No
Explain


LIABILITY EXPOSURES

Please describe your operations, including any services you provide to others for a fee.

    Number of Covered Lives/Enrollment
        This Year

Commercial employer plans, including dependents

Government Employer

Medicare/Medicaid

Individual Coverage

PPO/POS

Dental*

Vision*

Behavioral Health*

*If only offered as a part of standard medical coverage, please state “included”.

 
                Number of Providers
        This Year

Contracted
Physicians

Contracted
Other

Contracted Hospitals

Contracted other Facilities

FEE BASED SERVICES

 
       Third Party Claims Administration
        This Year

Revenue

Claim Volume (number)

Claim Volume ($ amt)

Number of Claim Handlers

STATE BREAKDOWN (IF YOU CONTRACT WITH PROVIDERS THIS SECTION IS MANDATORY):

Please provide enrollment and required physician medical malpractice limits by state.

State

Total Enrollment

State

Total Enrollment

State

Total Enrollment

State

Total Enrollment

State

Total Enrollment

Number of employees selling insurance products

Number of those employees licensed

Please describe all duties of sales employees



Nature and type of products/services sold.  Please indicate percentage of total revenue for each product.

   

Thank you very much for taking the time to contact us.

   or