Thanks for Reaching Out!
We'll be calling you soon. Having this information ready will make our conversation quick and productive.
Business Information
- Legal business name
- DBA (doing business as) name, if different
- Type of business entity (LLC, corporation, sole proprietor, etc.)
- Nature of business operations (what you do)
- Years in business
- Federal Tax ID / EIN
This basic information helps us understand your business and find the right coverage options.
Business Locations & Property
- Address of each business location
- Whether each location is owned or leased
- Square footage of each location
- Building construction type (wood frame, masonry, etc.)
- Year built and any major renovations
- Value of business personal property at each location (furniture, fixtures, inventory)
Include all locations where you operate—owned, leased, or work from home.
Equipment & Assets
- Business vehicles (year, make, model, VIN)
- Major equipment and machinery (type and value)
- Tools and portable equipment
- Computers, electronics, and specialized technology
- Total estimated value of all business equipment
Include all business equipment, vehicles, and tools—even if they travel to job sites.
Financial Information
- Gross annual sales/revenue
- Annual payroll (total wages paid to employees)
- Projected revenue for the coming year
Estimates are fine—we just need a general picture of your business size and exposure.
Employee Information
- Total number of employees (full-time and part-time)
- Types of work employees perform
- Any subcontractors you regularly use
- Whether employees drive for business purposes
This helps us determine workers' compensation and liability needs.
Current Insurance & Claims History
- Current business insurance company (if any)
- Policy expiration date
- Claims history in the last 5 years (type and amount)
- Any losses not filed as claims
Carriers require this information—being honest upfront prevents claim denials later.
What Happens Next
- 1We'll call to gather your information
- 2We submit your details to multiple carriers
- 3We compare quotes and call you to review options
- 4You choose the best combination of price and coverage
Business policies vary widely based on your industry and operations—we'll work to find the right fit for your specific needs.
Questions before we call?