Insurance Proposal Form Template for Germany

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Key Requirements PROMPT example:

Insurance Proposal Form

"I need an Insurance Proposal Form for a medium-sized manufacturing company in Bavaria, Germany, to be used from March 2025, that includes comprehensive property coverage and business interruption insurance, with specific attention to machinery breakdown risks and environmental liability."

Document background

The Insurance Proposal Form is a crucial document in the German insurance contracting process, serving as the primary means of collecting information needed to assess insurance risks and determine appropriate coverage terms. Used at the pre-contractual stage, this document must comply with the requirements of the German Insurance Contract Act (VVG), the Insurance Supervision Act (VAG), and data protection regulations (GDPR/BDSG). The form collects detailed information about the proposer, the subject matter to be insured, and relevant risk factors, forming the basis for the insurer's decision to offer coverage and determine premium rates. It includes mandatory disclosures about the duty of disclosure (Anzeigepflicht) and consequences of incorrect information, as required by German law.

Suggested Sections

1. Proposer Information: Basic details of the person/entity seeking insurance, including full name, address, contact information, and identification details as required by law

2. Type of Insurance Coverage: Clear indication of the type of insurance being applied for and specific coverage options being requested

3. Risk Details: Specific information about the risk to be insured, including relevant characteristics, history, and current status

4. Declaration of Pre-existing Conditions: Mandatory disclosure of relevant pre-existing conditions or circumstances that could affect the insurance risk

5. Previous Insurance History: Information about current or previous insurance policies, claims history, and any cancellations or refusals

6. Payment Information: Details about preferred payment method, frequency, and banking information for premium collection

7. Duty of Disclosure Statement: Statutory warning about the duty to disclose all material facts as required by §19 VVG

8. Data Protection Notice: GDPR-compliant information about data collection, processing, and rights of the data subject

9. Declaration and Signature: Final declaration of truth and completeness of information, with date and signature fields

Optional Sections

1. Additional Insured Persons: Section for family members or additional parties to be covered, used in personal insurance policies

2. Property Details: Detailed section for property insurance applications, including building specifications and security measures

3. Health Questionnaire: Detailed health-related questions for health or life insurance applications

4. Business Operations: Section for commercial insurance applications, including business activities and risk management procedures

5. Vehicle Details: Specific section for motor insurance applications, including vehicle specifications and usage details

6. International Coverage: Additional section for policies requiring cross-border coverage or international elements

Suggested Schedules

1. Privacy Policy: Detailed information about data protection practices and rights under GDPR/BDSG

2. Coverage Options Schedule: Detailed list of available coverage options and their descriptions

3. Premium Calculation Guide: Information about how premiums are calculated and factors affecting costs

4. Required Documentation Checklist: List of supporting documents required for the application

5. Terms and Conditions: General insurance terms and conditions as required by VVG

6. Information Sheet: Product information sheet (Produktinformationsblatt) as required by §4 VVG

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Insurance

Financial Services

Banking

Real Estate

Manufacturing

Healthcare

Retail

Transportation

Construction

Professional Services

Technology

Agriculture

Energy

Hospitality

Education

Relevant Teams

Legal

Compliance

Risk Management

Underwriting

Sales

Customer Service

Operations

Product Development

Data Protection

Claims Processing

Policy Administration

Relevant Roles

Insurance Underwriter

Risk Manager

Compliance Officer

Legal Counsel

Insurance Broker

Insurance Agent

Claims Manager

Policy Administrator

Insurance Product Manager

Chief Risk Officer

Data Protection Officer

Customer Service Representative

Sales Manager

Business Development Manager

Operations Manager

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Authors

Alex Denne

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