The required info can differ slightly depending on the coverages selected on our site, but basic company info, revenue and payroll figures, and relevant financial statements are the most important.
Similarly, the necessary documents will also vary depending on coverage needed; but commonly requested documents are financial statements, a pitch deck, a cap table, and an employee handbook.
When going through the application process, you will prompt for the required information or documents based on your selected coverage(s).
Your Account Executive and Account Management Representative will work with you directly to establish which exactly are needed.