(03) 9967 1400
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Welcome. We're making it easy for you to obtain a quote online.

  • Submit all required details about your business
  • Receive an indicative quotation
  • Complete the easy application form & receive your final offer next business day

Any questions?

You can contact us on (03) 9967 1400 or enquiries@plibrokers.com.au. We're here to help!

Applicant Details

1. Entities to be Insured

If you wish to obtain insurance cover for each entity to be insured, it is essential that the Applicant specifies the names of all entities including service, administrative or nominee companies and subsidiaries that the Applicant wishes to be covered by the policy.

2. Contact Details

3. Gross Income/Fees (Australian Dollars)

Indemnity Requirements

1. Indemnity Limit

2. Stamp Duty

For the purpose of calculating the stamp duty to be paid for the policy, please provide the approximate percentage of the Applicant’s activities (based on gross income/fee in the previous financial year) applicable to each state, territory and overseas. (TOTAL must equal 100%).

NSW
VIC
WA
TAS
QLD
SA
ACT
NT
OVERSEAS
TOTAL:

Do you qualify for NSW Stamp Duty Exemption as a CGT small Business?

3. Period of Insurance

Please Select Date.

Your Quotation

Quote Total:

Based on your requirements, here's your tailored quote.

$12,345.00

Key Benefits

Backed by more than just a number - here's what you get with PLI Brokers:

Tailored insurance solutions from industry experts
Trusted by thousands of Australian business owners
Dedicated support team with broking expertise
Dedicated support team with business broking expertise

Resources

1. Staff

Please indicate the number of employees, sub-contractors and consultants employed/engaged by the Applicant for each category.

2. Principals, Directors & Partners

Please list any principals, directors and partners who are currently licensed real estate agents (or where applicable licensed business agents or licensed stock & station agents):

Insurance History

1. Latest Professional Indemnity Policy

2. Prior Claims or Circumstances

In the last 5 years has any partner, principal, director, employee, sub-contractor or consultant ever been subject to disciplinary proceedings for professional misconduct?

In the last 5 years have any claims been made against any firm or entity to be insured by this policy or any of their predecessors in business or any prior firm or entity of any of their present or former partners, principals, directors, employees, sub-contractors or consultants, or have circumstances been notified to insurers that may give rise to a claim, in respect of the risks to which this proposal relates?

Is any partner, principal, director, employee, sub-contractor or consultant of the Applicant, aware of any claim or circumstance which may give rise to a claim or regulatory disciplinary matter which has not been disclosed in this Application? If the Applicant is a company or partnership, this question relates to the knowledge of any director, principal, or partner. If a director or partner has been newly appointed, please ensure that you make enquiries of the new appointee as to their current knowledge of matters.

3. Previous Insurance Applications

Has any professional indemnity insurance ever been declined or terminated or had the Applicant’s professional indemnity insurer cancel the policy?

Has any insurer ever imposed special terms or conditions to be on the Applicant’s professional indemnity insurance policy?

Has any insurer ever refused to pay a claim or reached a settlement for less than the amount claimed under the Applicant’s professional indemnity insurance policy?

This Part of the Professional indemnity Proposal Form asks for specific information in relation to the Professional Activities undertaken by the Applicant.

Professional Activities

1. Activities Undertaken

Complete the table by indicating the percentage of gross income/fees (for the previous financial year) the Applicant would receive for each category listed below.

3. Risk Management - Fidelity

Other than directors, does the Applicant authorise other employees to:

4. Training and Education

Do the directors, partners and qualified employees of the Applicant regularly attend continuing education programmes conducted by a franchise operator, the Real Estate Institute, an industry body or similar organisation?

Business Broking Addendum

Please list the directors/partners/principals of the insured who are responsible for business broking activities of the insured.

The below refers to businesses brokered in the last 12 months.

Does the Applicant specialise in broking a particular type of business?

When acting on behalf of the vendor of a business does and has the Applicant always recommend in writing to the prospective purchaser(s) of such business that they carry out their own due diligence or secure their own, independent valuation(s)?

Declaration

This part of the Professional Indemnity Proposal Form requires the Applicant to declare that the Proposal Form has been completed by answering all of the required questions in full and in accordance with the Applicant’s Duty of Disclosure. The Applicant must ensure that they have read and understood the Duty of Disclosure and if necessary revise the answers in the Proposal Form; then read, sign and date the declaration below.

I/We hereby declare that:
  • I/We are authorised by each of the Applicants to complete and sign this Proposal Form.
  • I/We have read and understood the Important Information set out on page 1 of this Proposal Form including the Duty of Disclosure.
  • I/We have made detailed enquiries in order to comply with the Duty of Disclosure and the statements and information contained in the Proposal Form are true, correct and complete.
  • No material information or facts have been withheld or misstated in the Proposal Form.
  • I/We understand that the duty to disclose continues after I/We have completed this Proposal Form and signed this declaration until I/We have received written acceptance of the risk from the Insurer. This includes the duty to disclose any alterations to the information and statements provided in the Proposal Form prior to the inception date of the policy.
  • I/We understand that until the Insurer confirms acceptance of the risk, no insurance is in force.
  • I/We have read the privacy statement and I/We agree that information about this insurance may be collected, used and disclosed as described in that statement. Where I/We have provided information about an individual such as an employee on this proposal form, I/We have advised the individual of the fact and provided a copy of the privacy statement to the individual.
Date: 17/03/2026
Time: 16:47:58
TO BE AGREED BY THE INSURED FOR WHOM THIS INSURANCE IS INTENDED:
Privacy Statement

"Personal information" refers to information or opinion that can identify you or make you reasonably identifiable, as defined by the Privacy Act.

We collect your contact details, such as name, email, and telephone number, when you contact us to provide our services. When arranging insurance, we gather information necessary to advise you on your insurance needs and risk management. This includes a wide range of details, from personal information to assets, financial status, and health. We also assist in collecting information when you make a claim under your insurance policy. Additionally, you may choose to submit information via our website or use self-service forms, which may involve analytics and cookies for website use analysis..

We use your information to select appropriate insurers and intermediaries for quoting insurance, providing necessary information for insurance or premium funding decisions. This information may be passed on to insurers, reinsurers, and other relevant parties. Periodically, we may use your contact details for direct marketing communications about our services, events, and relevant information. We also use your information for internal record-keeping, administrative purposes, client surveys, analytics, market research, and compliance with legal obligations.

Submitting Your Application

Have you given complete, true and accurate answers to all relevant questions in this Form?