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Tour Operator Insurance Proposal Form

This document is a proposal form from a tour operator, Campbell Irvine (Insurance Brokers) Limited, seeking combined insurance including public liability, professional indemnity, employers' liability, and material damage coverage. The form requests information on the company details, operations breakdown by geographical region and activity, claims history, and current and desired insurance limits. It aims to gather all relevant information needed to underwrite an insurance policy for the tour operator.
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0% found this document useful (0 votes)
119 views8 pages

Tour Operator Insurance Proposal Form

This document is a proposal form from a tour operator, Campbell Irvine (Insurance Brokers) Limited, seeking combined insurance including public liability, professional indemnity, employers' liability, and material damage coverage. The form requests information on the company details, operations breakdown by geographical region and activity, claims history, and current and desired insurance limits. It aims to gather all relevant information needed to underwrite an insurance policy for the tour operator.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd

Tour Operator Combined

Insurance
Proposal Form

Prepared by Campbell Irvine (Insurance Brokers) Limited


Tour Operator Division
52 Earls Court Road, Kensington, London, W8 6EJ
Telephone 020 7937 6981
Fax 020 7938 2250
[Link]

Authorised & Regulated by the Financial Services Authority

Professional Risk Solutions for the Tour & Travel Industry


Tour Operator Combined Insurance

(A) Company Details

Full Title of proposer, including any subsidiary companies

Addresses of all offices

Business Description

Telephone No HMRC Employer Ref no

Year Established Country of Registration

(B) Employers Liability (Optional)

Wage-roll for all staff undertaking clerical work in the UK £

Wage-roll for all staff undertaking work abroad or manual work*


£
*Please specify duties

(C) Public Liability & Professional Indemnity

Inclusive Tours estimated annual turnover for next 12 months £

Flight/Accommodation only estimated annual turnover for next 12 months £

Travel Agency Turnover, estimated for the next 12 months £

£
Activity Days/Corporate Events estimated turnover for the next 12 months

Passenger Numbers Estimated for the next twelve months


Tour Operator Combined Insurance

(D) Liability Operation Breakdown

Please give an approximate % of turnover breakdown, between the following categories:

Overland / Safari Tours Trekking

(without use of crampons)

Adventure / Activity Holidays Trekking

(with crampons and the like)

Children / Student Tours City Breaks / Villa Holidays

Activity Days / Corporate Events Other Package Holidays

Please give an approximate % breakdown of geographical areas you expect to send clients to:

UK Europe

North America Africa

Elsewhere in the World Areas against FCO advice

(E) Liability / PI Claims

No. of claims or incidents reported to Insurers in the past five years for passenger injury

Value of claims paid and outstanding estimates for passenger injury over past five years £

No. of claims made to Insurers for complaints not involving injury

Value of non-injury claims paid and outstanding for past five years £

No. of claims made over past five years for injury to employees

Value of claims paid for injury or illness to employees over past five years £

(F) Tour Leaders or Guides ONLY (Optional)

How many years experience do you have as a tour leader or guide?

Please provide details of the tours/trips which you will be running or leading:
Tour Operator Combined Insurance

Number of claims in the past 5 years (Please provide details on a separate sheet)

Please ensure that you provide an up to date CV


with this application and that you have also
completed sections A, D F, G & J of this form

(G) General Liability Information

Yes No

Do you or your agents inspect accommodation regularly to ensure


that local standards of health and safety are met?

Do you ensure that your suppliers have adequate liability insurance


in place?

Do you own or operate any accommodation or transport?

Do you ensure that all activity suppliers operate to at least local safety
standards and that all safety equipment is to a suitably high standard
and subject to regular safety checks?

Do you check to ensure that all vehicles provided by suppliers are


roadworthy and comply with local legal requirements? Where possible
do you ensure that safety belts are fitted?

Do you ensure that clients are aware that optional excursions outside of
the pre-booked and paid for itinerary are undertaken at their own risk?

Have you put in place a risk management and assessment programme


for your tours and suppliers?

If any of your tours include the following activities, please provide a %


estimate of how much this relates to your overall turnover:

Mountain Biking Horse/Camel Riding Mountaineering

(H) Current Liability Insurance Details

Insurer

Renewal Date / Premium £

(I) Liability Quotes Required

Public Liability

£2,500,000 £5,000,000 £10,000,000

Professional Indemnity

£250,000 £500,000 £1,000,000


Tour Operator Combined Insurance

Employers Liability (Optional)

Is cover required (£10,000,000 limit of indemnity)?

(J) Material Damage Cover (Optional)

ITEMS TO BE INSURED Sum Insured

Buildings, walls, gates & fences £

Tenants improvements and interior decorations £

Stock in trade £

General office contents & furniture £

Computers & telephones in the office £

Computer systems records £10,000

Theft of any one ticket £2,500


Fidelity Guarantee £10,000

Loss of Gross Revenue (Indemnity Period) £ ( months)

Increased cost of working (Indemnity Period) £ ( months)

Loss of rent (Indemnity Period) £ ( months)

Book debts £10,000

Money in transit &/or in bank night safe


£2,500
Money on premises during business hours

Money on premises out of business hours in locked safe £2,500

Money on premises out of business hours, not in locked safe £250

Business money at the home of an employee £500

Personal accident, following assault, resulting in:

Death £10,000

Permanent total disablement (other than loss of sight or limbs) £10,000

Loss of sight or loss of limbs £10,000

Temporary total disablement £100 per week


Tour Operator Combined Insurance

Portable items anywhere in the United Kingdom


£ £

£ £

Portable items anywhere in Europe


£ £

£ £

Portable items anywhere in the World


£ £

£ £

Addresses of all premises requiring cover:

Intruder Alarm method of signalling

Is the installer NACOSS-approved?

Is the system subject to an annual maintenance contract?

Are the premises occupied overnight?

Are key-operated window locks fitted to all accessible, opening windows?

Are all external doors fitted with locks to BS3621 or equivalent?

Please describe the construction materials of the following:

Walls Roof

Floor Stairs

If the roof is flat, please provide details of the percentage of total roof area, condition and age

Are the premises in a good state of repair?

Have the premises ever suffered from subsidence/heave or landslip?

Do the premises have a listed status?

Have you made any material damage claims in the past 5 years?

Has any Insurer refused to accept a proposal from you?


Tour Operator Combined Insurance

Has any Insurer refused to continue a contract of Insurance held by you?

Has any insurer imposed special terms upon you?

Has any Director ever been convicted of or is any prosecution pending


for any offence involving arson, criminal deception, fraud, forgery, theft,
robbery, handling stolen goods, any crime or violence or with any
other offence against property?

Has any Director been declared bankrupt or been a director of any


company that went into liquidation?

Are there any County Court Judgments or arrangements with creditors


outstanding?

(K) Declaration

Please ensure that where appropriate, the following information is submitted with your proposal form, to
allow swift and accurate assessment:

Brochure Full details of hazardous activities


Web-site address Full details of all claims
CV’s for all directors if this is a new venture
Details of any assets in North America if Worldwide Legal Jurisdiction is required

Completion of this proposal form is designed to provide Underwriters with a


platform to consider the risk. It does not bind or oblige Underwriters to
provide cover. Cover can only be granted following written confirmation
from you that you wish to proceed in accordance with a written quotation
submitted by us.

I/We hereby declare that the information provided within this proposal is
accurate and true, to the best of my/our knowledge at the time of signing.
I/We further understand that failure to declare or mis-representation of
any material fact could lead to my/our position being prejudiced in the
event of a claim. I/We understand that a material fact is one which is likely
to influence the underwriter’s perception or assessment of the risk. I/We
understand that in the event of non-disclosure or mis-representation, by us,
Underwriters reserve the right to withdraw cover in whole or in part.
Tour Operator Combined Insurance

Signed Print Name & Position

Dated

Common questions

Powered by AI

Claim history provides insight into the tour operator's previous incidents and their management of risks, which may affect the perceived risk level and premium calculations. High frequency or large-value claims can indicate higher risk, potentially leading insurers to impose special terms or higher premiums .

Tour operators need to detail the years of experience their tour guides or leaders have, along with specific information about the tours or trips they will be running or leading. This helps in assessing the reliability and risk associated with the personnel involved in the tours .

Ensuring that accommodation and transport meet adequate safety and liability standards mitigates risks of accidents and liabilities. It helps in confirming adherence to local health and safety regulations, thereby protecting the clients and reducing potential insurance claims due to negligence .

Ensuring that all suppliers operate to local safety standards provides a measure of control over the quality and safety of the services offered. It reduces the likelihood of incidents, thereby decreasing the operator's liability exposure and potential insurance claims .

A previous refusal by an insurer can negatively impact the current application by signaling higher risk to new insurers. It may lead to increased scrutiny, higher premiums, or even refusal if the reasons for the previous rejection were significant regarding risk management or claims history .

Implementing a risk management programme demonstrates proactive risk mitigation, likely resulting in more favorable insurance terms. It assures insurers of the operator's commitment to safety and compliance, potentially reducing premium costs due to decreased perceived risk .

Tour operators must quantify the turnover percentage linked to high-risk activities such as mountain biking, horse riding, and mountaineering to assess and justify the risks accurately within their insurance proposal. This allows insurers to gauge the potential liabilities and adjust coverage terms accordingly .

Failure to disclose material facts can result in the insurer withdrawing or voiding the coverage because such facts influence the underwriter’s risk assessment. This could leave the operator exposed to the full cost of claims, and allegations of misrepresentation may be raised against them .

Insurance proposal terms are influenced by the geographical breakdown by assessing the percentage of turnover expected from different areas, including UK, Europe, North America, Africa, and other global areas. Additionally, destinations against Foreign and Commonwealth Office advice carry higher risk and thus potentially higher premiums or exclusions in policy coverage .

A tour operator must provide company details including the full title of the proposer and any subsidiary companies, addresses of all offices, business description, telephone number, HMRC Employer Reference number, year established, and country of registration. They must also include information on employers liability, public liability & professional indemnity, tour operation breakdown by turnover categories, claims history for passengers and employees, and general liability information regarding safety checks and supplier standards .

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