Onboarding Checklist — Bunker Insurance

Company Name

Distribution Email

Create a distribution email to link to your Bunker account.

Describe Your Current Onboarding Process

How Do You Currently Handle Expirations?

Estimated Install Base

Team Members Who Will Need Access to Bunker

First, Last, Title, Email

How Often Would You Like to Receive These Reports?

Which Team Members Should Receive These Reports?

Insurance Requirements.

Enter all insurance requirements. If you have more than 5, please send us a copy of them. If you'd prefer, you can send a copy of your requirements, contracts, and sample COIs to enterprise@buildbunker.com.

Requirement 1 Name

Requirement 1

Coverages, Limits, Endorsements / Language, and Additional Details

Requirement 2 Name

Requirement 2

Requirement 3 Name

Requirement 3

Requirement 4 Name

Requirement 4

Requirement 5 Name

Requirement 5

Escalation Plan

What would you like us to do when a provider is non-responsive (i.e. fails to upload a COI prior to their expiration date, gets a quote for insurance but then goes quiet, uploads a non-compliant COI and then goes quiet)?

Member Onboarding

Please complete the form below