Resources & Downloads
Product applications and appetite guides
The Business Insurance Product and Appetite Guide is designed to highlight the target industries and the kinds of organizations that Travelers Canada’s Business Insurance segment is most interested in writing.
Maximizing your business insurance opportunities
Travelers OPTIMA for Small Business offers your small business clients competitive pricing, superior service and easy quoting. And now, we’ve expanded our Business Insurance appetite to include middle market opportunities. Discover the many growth possibilities for your business.
Grow your book of business
We can help you place many types of business classes that provide your customers with the level of support that they deserve and have come to expect. Our business insurance products offer broad coverage for your customers, along with responsive and experienced claim service and competitive premiums. In short, we offer quality products, proven market stability and broad eligibility – making it easier than ever to serve your customers.
If you require more information on any of our Business Insurance applications or materials, please contact your Travelers Canada Business Development Manager or email one of our broker contacts.
Business insurance applications
Surety applications
Applications
Contractors questionnaire
Toronto Branch
Vancouver Branch
Personal net worth statement
Toronto Branch
Vancouver Branch
Work on hand statement
License and permit bonds/Customs & Excise bonds
Up to $50,000
Select province/territory of client location
Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
Application for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
Application for Quebec
Over $50,000
Select province/territory of client location
Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
Application for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
Application for Quebec
Please submit the following documents with your application:
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Attach latest year-end financial statements
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Personal Net Worth Statement – complete if sole proprietor or new company less than 2 years
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Personal Net Worth Statement for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
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Personal Net Worth Statement for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
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Personal Net Worth Statement for Quebec
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Province of Alberta applicants
Pursuant to the Guarantees Acknowledgement Act of Alberta, all personal indemnities must be accompanied by a signed Certificate of Notary Public. (Exception: sole proprietors signing on behalf of themselves are exempt from this requirement.)
Other bond types
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Lottery Bonds
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Securities Act Bonds
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Tobacco Tax Bonds
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Trustee in Bankruptcy
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Carnet Bonds
Please contact us for more information about these bond types.
Fiduciary Bonds
Administration, foreign executors bonds
Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
Application for Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
Application for Quebec
Please submit the following documents with your application:
- Personal Net Worth Statement – complete if sole proprietor or new company less than two years
- Personal Net Worth Statement for Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
- Personal Net Worth Statement for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
- Personal Net Worth Statement for Quebec
- Certificate of Independent Legal Advice is required for bonds over $150,000
- Certificate of Independent Legal Advice for the following provinces: Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
- Certificate of Independent Legal Advice for the following provinces: Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
- Copy of the Will, if applicable
- Copy of application to Court or Office of the Public Guardian and Trustee
- Affidavits and/or Court Orders
- Copies of all related correspondence
Guardianship bonds/Committee bonds
Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
Application for Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
Application for Quebec
Please submit the following documents with your application:
- Personal Net Worth Statement – complete if sole proprietor or new company less than two years
- Personal Net Worth Statement for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
- Personal Net Worth Statement for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
- Personal Net Worth Statement for Quebec
- Certificate of Independent Legal Advice is required for bonds over $150,000
- Certificate of Independent Legal Advice for the following provinces: Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
- Certificate of Independent Legal Advice for the following provinces: Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
- Copy of the Management Plan, approved by the Public Guardian or Trustee / Scheme of Management of Estate Assets
- Copy of the Application to Replace the Public Guardian and Trustee as Statutory Guardian of Property
- Documentation from the Public Guardian and Trustee Office with respect to the appointment or refusal of the applicant as Statutory Guardian
- Copy of Will, if applicable
- Consent(s) to appointment of Guardian by next of kin/Consents of beneficiaries
Lost instrument bonds
Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
Application for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
Application / Affidavit of Loss for Quebec
Please submit the following documents with your Application:
- Copy of letter from Transfer Agent confirming the stop transfer, must be dated within last twelve (12) months
- Copy of the duly executed in triplicate and notarized Affidavit of Loss
- If this submission involves an estate matter, certified notarial copies of all relative documentation granting legal fiduciary representation; ie - Letters Probate, Letters of Administration, Granted Powers of Attorney, Trusteeship etc. must be provided
- If applicant is a public corporation, copy of latest year-end financial statements
- If applicant is a private company, copy of latest year-end financial statements and Personal Net Worth Statement of all major shareholder(s)
- If applicant is an individual, Personal Net Worth Statement
- Personal Net Worth Statement for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
- Personal Net Worth Statement for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
- Personal Net Worth Statement for Quebec
- Certificate of Independent Legal Advice may be required:
- Certificate of Independent Legal Advice for the following provinces: Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
- Certificate of Independent Legal Advice for the following provinces: Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
Waiver of probate bonds
Up to $100,000
Application for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
Application for Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
Over $100,000 in addition to the above
- Personal Net Worth Statement
- Personal Net Worth Statement for Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
- Personal Net Worth Statement for Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
- Personal Net Worth Statement for Quebec
- Certificate of Independent Legal Advice is required for bonds over $250,000 CAD
- Certificate of Independent Legal Advice for the following provinces: Manitoba, New Brunswick, Newfoundland/Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
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Certificate of Independent Legal Advice for the following provinces: Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
Please submit the following documents with your application when additional signature is required on the Indemnity Agreement
- For Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Nunavut, Ontario, Prince Edward Island
Personal Indemnitors Signature Page
Corporate Indemnitors Signature Page
- For Alberta, British Columbia, Northwest Territories, Saskatchewan, Yukon
Personal Indemnitors Signature Page
Corporate Indemnitors Signature Page
- Notarial copy of deceased’s Death Certificate and Copy of the Will, if applicable
- Copy of letter from Transfer Agent confirming the requirement for Waiver of Probate Bond (Letter of Indemnity); must be dated within last twelve (12) months
Management and professional liability applications
Applications
Travelers 1st Choice Design Professional Liability Supplemental Application
Travelers 1st Choice Design Professional Liability New Business Application
Travelers 1st Choice Design Professional Liability Renewal Application
Travelers 1st Choice Design Professional Liability Travelers OPTIMA® for Small Business Application
Applications
CyberRisk Short Application
CyberRisk Short Renewal Application
*refer to multi-coverage application for full CyberRisk Application
For brokers overview
We provide a wealth of information for contracted brokers, including: information about our areas of expertise, our products, our services, an overview of our risk appetite and more.
Contact us
We provide a wealth of information for contracted brokers, including: information about our areas of expertise, our products, our services, an overview of our risk appetite and more.
Why Travelers Canada?
At Travelers Canada, we know how important it is to have people and services you can rely on when something unexpected happens. That’s why we’re committed to providing quality coverages, claim services and risk control resources that help protect you when you need it most. It’s been our mission here in Canada for over 130 years. Backed by the strength and stability of Travelers, we’ll always be here when you need us.