1. Name of business and dba if they have one
2. FEIN #
3. Structure of business (sole proprietor, LLC, corporation)
4. Mailing & physical address
5. Business phone & website
6. Best contact person & email address
7. Description of operations
8. How long has the business been open…how many year experience in this type of business
9. Approximate sales last 12 months
10. Approximate sales next 12 months
11. Number of employees
12. Approximate payroll last 12 months
13. Types of coverage requested:
-General Liability
-Property-building(s)
-Business Personal property
-auto
-workers compensation
14. Do they have current Insurance…when does it renew
15. Copies of existing policies (so we can match coverage apple-apple)
16. Have they had any Insurance losses in the last 5-years
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