Horse and Farm Ownership is a Way of Life
WE LIVE IT. WE GET IT. WE’RE HERE TO HELP.
Happy Horse People
Horse, Farm, and Liability are highly specialized and often require clarification of some questions on forms designed to cover multiple scenarios.
It’s easy, let’s get started….

We are here to serve you with a smile, Mary Phelps and Tracey Scharf
I have a few “fast and easy” forms linked here, which will help us get started.
Your Reference for Other Fillable Forms Which May Be Needed
Whenever possible, please use the DocuSign Forms, which flow into our updated system, but we understand your “comfort zone” and have the fillable .pdf forms as well.
When going through all the applications, you may have questions, and that’s what I am here for. Please text me at Mary Phelps 859-940-8517, and I will get back to you.
Here is a quick and easy source for the forms you may need to manage your equine insurance accounts.
Please note that Mary Phelps, License # 83822/00053, is wherever indicated on these forms, if not already listed.
- Equine Mortality Application – DocuSign
Equine Mortality Application– Fillable .pdf - Add A Horse – DocuSign
Add a Horse – fillable .pdf - Equine Farm Package Form
- Commercial Equine Liability Form
- Veterinary Examination Form – DocuSign
Veterinary Examination Form – Fillable pdf
For pre-purchase exams, whether in the USA or when shopping for horses abroad. - Radiograph Narrative Fillable Form
Have this form for prepurchase exams - MARKEL Additional Optional Mortality Coverages
- Declaration of Health Form – DocuSign
Declaration of Health Form – Fillable .pdf - Justification of Value Form – DocuSign
Justification of Value Form for leased equines – DocuSign
Justification of Value Form – Fillable .pdf - Veterinary Certificate of Health
- Multi Horse Quote form – Call Tracey 1-800-572-3286
- Prospective foal and embryo transfer application – Call Tracey 1-800-572-3286
Don’t stress; we are here to help.
About Us

Mary Phelps and her ponies at the Florida Horse Park Polo ©Jeff Goran
With five ponies in training and competition, a farm, and a full-time job, I know and understand how difficult it is to stay on top of things.
Managing the administrative aspects of owning horses and running an equine business can be overwhelming at times.
We get it and are here to help.
Mary Phelps – Markel Equine Insurance Specialist since 2003
We Make it Easy, Informative, and Sometimes Even Fun

Tracey and the
Sonnenberg Farm Fillies
Meet Tracey Scharf. We have been a team since 1999 and have been friends and neighbors for many years before that. Tracey started helping me when I was on the road photographing horse shows.
When I began working with Markel in 2002, her organizational skills and abilities significantly contributed to our business’s rapid growth.
Everybody loves her, including me.
Now, she is a full-time virtual employee with Markel, managing my accounts and the critical duties of other specialists.
We are grateful that this great Fortune 500 Company recognized us early on for bringing value based on our relationships and skills developed in the equestrian world.
When You Need a Real Person on the Phone Line
Don’t stress; we are here to help.
9-5 EST, you can call Tracey @ 1-800-572-3286
Tracey.Scharf@markel.com
24/7 Mary Phelps 859-940-8517
Mary.Phelps@markel.com
Mary Phelps and Tracey Scharf, since 2003 working with our clients and friends with Markel to be sure you get the best service we can deliver. And with a smile and some laughs.
Quick Quote and Application
Direct inquiries about Markel Insurance to
Mary Phelps
Licensed Agent and Equine Specialist
Mary.Phelps@markel.com
cell/text 859-940-8517
MSI CA license #: 0645481
MKL license # 83822/00053
Equine, Farm, Property, Casualty, Farrier
Cell/Text – 859-940-8517
Horses Daily Inc Office – 386-985-1429
Markel Equine Insurance – 1-800-572-3286
Tracey Scharf
Associate Underwriter
Markel Specialty – Agriculture
Tracey.Scharf@markel.com
National producer #8193716
FL Property & Casualty License#E126338
CA Property & Casualty License #0645481
Direct: +1.813.636.2361
Internal: 800.446.7925 ext. 162361
Hours of operation: Monday – Friday 8:30 – 5:00 EST
Markel Claims:
Monday – Friday 8:30 am to 5:00 pm EST
(800) 362-7535
After 5:00 pm, Weekdays & Holidays
(800) 446-7925
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