A summary of all the essential facts with reference to a risk on which a policy has been issued, which the agent sends to the company after writing the policy; usually takes the form of a carbon copy of the face or declaration of the policy and is submitted to the company at the close of each day of business.
An abbreviated statement of pertinent policy information with copies for the insurer, the agent, and others. It is usually the top page of a policy.
Copy of the policy or bond for company or agency records. This term may also include all correspondence, notes, inspection reports, credit reports, etc. pertaining to the policy.