Ontario personal auto new business document checklist

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What documents are needed for Ontario personal auto new business?

Typically ID, prior dec page, driver's abstract, vehicle registration, garaging confirmation, additional drivers, signed application, payment authorization if applicable, TAC quote log fields, CISRO/Fact Sheet delivery, and disclosure-at-quote records. Verify with your MGA and carriers.

Is this checklist RIBO-mandated?

No. This reflects common Ontario personal auto practice for operational use. RIBO sets disclosure timing and record-keeping rules; your MGA and carriers set submission requirements.

Can I reuse the same checklist for every auto client?

Yes. In Hivi-X you build a personal auto new-business template once and attach it to each client record. Tweak items per risk when needed.

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