Boiler and Machinery Insurance Application

Streamline Your Boiler and Machinery Insurance Applications

Commercial and industrial facilities rely on boilers, pressure vessels, HVAC systems, and other critical machinery to keep operations running smoothly. When equipment fails, the financial impact can be devastating—from costly repairs to business interruption losses. That's why securing comprehensive boiler and machinery insurance is essential for manufacturing plants, hospitals, hotels, schools, and any facility with specialized equipment.

This Boiler and Machinery Insurance Application template helps insurance agents, brokers, and risk managers collect all the information needed to underwrite equipment breakdown coverage efficiently. Instead of juggling spreadsheets, PDFs, and email chains, you can gather equipment inventories, maintenance schedules, inspection reports, and loss prevention measures in one professional, branded form.

Built with Paperform, this template gives you a doc-style editor that's easy to customize for different industries and equipment types. Add your agency branding, adjust questions based on your underwriting requirements, and use conditional logic to show follow-up questions only when relevant—like requesting boiler inspection certificates only when pressure vessels are listed.

For agencies managing multiple clients, this form integrates seamlessly with your existing workflow. Send submissions directly to your agency management system or CRM, trigger follow-up emails for missing documentation, and use Stepper to automate quote preparation, risk assessment routing, and policy binding workflows. You can even collect application fees or deposits through integrated Stripe or PayPal payments.

Whether you're a commercial insurance broker building a portfolio of property and casualty clients, a risk manager securing coverage for your facility, or an MGA specializing in equipment breakdown insurance, this template provides a professional foundation that speeds up the application process while ensuring you capture every detail underwriters need to assess risk accurately.

Trusted by insurance professionals who need SOC 2 Type II compliant solutions for handling sensitive commercial data, this template helps you deliver a modern client experience that sets your agency apart.