Professional Insurance Broker E&O Policy Application

Professional E&O Insurance Application for French Insurance Brokers

For insurance brokers operating in France, securing the right Errors & Omissions (E&O) insurance is not just good practice—it's essential to protect your business from professional liability claims and meet regulatory requirements under French law.

This Professional Insurance Broker E&O Policy Application template is designed specifically for insurance brokers, agents, and intermediaries who need to apply for or renew their professional indemnity coverage. Whether you're an independent broker, running a brokerage firm, or managing a network of agents, this form captures all the critical information insurers need to assess your risk profile and provide accurate coverage.

What This Form Covers

The application walks through every aspect of your brokerage operation:

• Business and regulatory details including SIRET number, ORIAS registration, and professional status
• Product range and specializations across life, health, property, commercial and specialty lines
• Client segments and the types of businesses or individuals you serve
• Revenue breakdown and business volume metrics
• Professional compliance including E&O coverage limits, deductibles, and regulatory standing
• Claims history over the past five years, including details of any incidents, settlements or ongoing matters

This comprehensive approach ensures underwriters have a complete picture of your operations while giving you a clear, professional way to present your business.

Why French Insurance Brokers Choose Paperform

Insurance brokers across France trust Paperform because it brings together everything you need in one place:

Professional presentation that builds confidence. Your application form represents your business. With Paperform's doc-style editor, you can create an on-brand, polished application that reflects the professionalism of your brokerage—not a generic survey tool.

Conditional logic that adapts to your business. Not all brokers operate the same way. Use Paperform's conditional fields to show or hide questions based on product lines, client types, or claims history, creating a streamlined experience for every applicant.

Secure data handling that meets French standards. With SOC 2 Type II compliance, GDPR alignment, and data residency controls, Paperform ensures your applicants' sensitive business and financial information is protected to the standards required in France.

Seamless integration with your workflow. Send completed applications directly to your CRM, underwriting system, or document storage via native integrations or Stepper—Paperform's AI-native workflow builder. You can automatically route applications for review, trigger follow-ups, and keep your entire team in sync without manual data entry.

Built-in eSignatures for faster approvals. Once an application is reviewed and terms are agreed, use Papersign to generate policy documents and capture secure electronic signatures—keeping everything connected from application to binding.

Who This Template Is For

This form is ideal for:

• Insurance brokers and agents applying for new E&O coverage or renewing existing policies
• Brokerage firms collecting standardized applications from branch offices or network members
• Underwriters and insurers offering E&O products to the French intermediary market
• Professional associations supporting members with compliance and insurance needs

Whether you're a courtier d'assurance, agent général, or managing a portfolio of sub-brokers, this template provides the structure and flexibility to collect accurate, complete applications that support faster underwriting decisions and stronger client relationships.

Get started with Paperform today and turn your E&O application process into a competitive advantage.