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Name of Business
DBA?
No
Yes
DBA
Business Formation Type
LLC
C- Corporation
S- Corporation
Partnership
Sole Proprietor
Do you have a FEIN (aka Federal Tax ID)?
No
Yes
FEIN Number
When did you start your business?
MM slash DD slash YYYY
Owner Name
*
First
Last
Date of Birth
MM slash DD slash YYYY
Email
*
Phone number
*
Length of Time in Industry
Nature/ Description of Business
Please describe the business type
Additional Information (List Autos to insure here or other drivers)
Business Mailing Address
*
Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Business - Physical Address same as Mailing?
Yes
No
Business Physical Address
Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Number of Full Time Employees (include owner)
Number of Part Time Employees
Gross Annual Payroll ($)
(What are you projecting your gross payroll to be for the next 12 months?)
Gross Sales per year ($)
What are you projecting your gross sales to be for the next 12 months?
Business Personal Property ($)
(this is coverage for inventory, equipment, tools, supplies, computers, etc)
Do you currently have insurance for your business?
No
Yes
Current Insurance Company?
When does your current policy expire?
MM slash DD slash YYYY
How many years with your current insurance company?
Any Claims in the past 5 years?
No
Yes
Claim Date, Description of Claim, and $ Amount Paid
Coverages Interested in:
General Liability
Property - Building
Property - Business Personal Property
Workers Compensation
Commercial Auto
Umbrella
Key Person - Life Insurance
Business Interruption
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