Commercial Insurance Check-In

Annual Commercial Insurance Check-in

We carry out annual insurance reviews to ensure your business maintains adequate coverage while identifying potential savings opportunities.

Company name (include if LLC, DBA, Corporation, etc.)

First Name

Last name

Position

Birthday

Preferred Phone Number

Preferred Email

EIN/Federal ID #

Have you hired employees this year?

Yes, we have.

No, we have not added any employees.

Any updates to your operations, staffing or locations? (if yes, please explain below)

Operations

Staffing

Location

If changes to your operations, staffing, or locations, please describe below.

Have you added any new vehicles or equipment?

New Vehicles

New Equipment

If you have added new vehicles or equipment, please share the details.

If you have policies outside of our agency, we’d also be happy to review them to ensure they align with your overall insurance program.

Current Policy terms Annual Revenue

Anticipated Annual Revenue (upcoming year)

Have you implemented new security or safety procedures?

Any other information you want to share?