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Industry

Required Option 1 Option 2 Option 3
(if applicable)
Option 4
(if applicable)

Car Rental

Compliance Addendum* Federal Tax Id Professional / Occupational License Business Entity documents Errors & Omissions Coverage

Employers

Compliance Addendum* Federal Tax Id Professional / Occupational License Business Entity documents Errors & Omissions Coverage

Insurance Agents

CA Commercial Requester Approval Letter
(if requesting CA MVRs)
Federal Tax Id Agent/Broker’s License Business Entity documents Errors & Omissions Coverage

Insurance Carriers

CA Commercial Requester Approval Letter
(if requesting CA MVRs)
Federal Tax Id N/A Business Entity documents Errors & Omissions Coverage

Investigative

PI License Federal Tax Id N/A Business Entity documents Errors & Omissions Coverage
Legal Professional / Occupational License Federal Tax Id N/A Business Entity documents Errors & Omissions Coverage
Pre-Employment Screeners  N/A Federal Tax Id N/A Business Entity documents Errors & Omissions Coverage
Transportation Compliance Addendum* Federal Tax Id DOT License Business Entity documents Errors & Omissions Coverage
Transportation Screeners N/A Federal Tax Id N/A Business Entity documents Errors & Omissions Coverage


*
Compliance Addendum can be found within the application package.
A Softech representative may contact you if further information is considered necessary.

 

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