Policy Review – Business Insurance Policy Review - Business Insurance Accepting Coverages*Yes, I have.Not Interested.Your input is essential to eliminate gaps in your insurance coverage. Please accept that you have reviewed your policy, you accept your coverages and you have addressed any questions you have had with our team and/or insurance carrier. This checklist is used prior to the renewal of your insurance policy(ies) for the purpose of verifying your coverage is up to date to protect against losses. This checklist does not cover every situation, but it is a good starting point to prompt you to consider major items or questions. Company Name*Primary Contact Name* First Last Mailing Address* Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Phone Number*Text Approved*Yes, please!No thanks.Either wayEmail Preferred Method of Contact*Phone CallEmailTextBusiness Updates*Have you made any updates to your business name, products, type (LLC, Corp), operations, etc? Do you provide additional services outside of your normal operations?Certificate Holders*Are you, or do you anticipate, working with new contractors or vendors that will need proof of insurance? Property*Should it apply, have you added, increased, changed or upgraded your building, equipment or property? Employees*Should it apply, have you added or reduced the number of employees? Gross Sales*What are your gross sales/receipts for the past year? Do you plan to expand or reduce your business this coming year?Are you interested in: "It COULD happen to me coverage"?*The purpose of a Commercial Umbrella policy is increasing your Liability Coverage over your Business Auto and General Liability when the unthinkable happens. Accidents do happen at the Worksite, Or causing a multi car accident when a ladder or lumber fall from your Truck, or when someone slips on the ice in your parking lot. The Cost of this coverage is usually less than paying for one hour of an Attorney’s time to defend you. Tool and equipment theft is on the rise. Employees blaming their boss for their injuries is more frequent, Are you using your Car or Truck in your business? Liability awards are happening more frequently. These are all areas that we can review so you better understand your coverage and some potential gaps in your coverage. Other Insurance* Auto Insurance Home or Renters Insurance Umbrella or Excess Liability Insurance Water or Sewer Pipe Coverage Flood Boat or Personal Watercraft Motorcycle or ATV Farm, Hobby Farm or Agriculture Business/Commercial Life/Health: We do not write, but can offer a referral None Are there any other coverages we can answer questions about or assist you with? Community PartnershipsDid you know that for all referrals we receive, we donate to a local nonprofit? Is there an organization that is close to your heart that you want to share with us? FeedbackDo you have any feedback for us? Is there an area we can improve your experience? Is there a team member you'd like to give kudos to for their effort?
