Commercial Insurance (商业保险)
* Business Liability(营业责任)
* Professional Liability(专业责任)
* Auto(汽车)
* Property(财产)
* Bond (责任担保)
Questionnaire for Commercial Insurance Quote Application
General Information
Named
Insured:
_____________________________________________________
D/B/A _____________________________________________________
Address of Business: _____________________________________________________
Mailing Address: _____________________________________________________
Phone Number: _____________________________________________________
Fax Number: _____________________________________________________
Contact Person: _____________________________________________________
Email Address: _____________________________________________________
Website: _____________________________________________________
D/B/A _____________________________________________________
Address of Business: _____________________________________________________
Mailing Address: _____________________________________________________
Phone Number: _____________________________________________________
Fax Number: _____________________________________________________
Contact Person: _____________________________________________________
Email Address: _____________________________________________________
Website: _____________________________________________________
Business Information
Year Business Started: _____________________________________________________
# of years experience: _____________________________________________________
# of full time employees:_______
# of part time employees: _______
Federal ID #: _____________
Type of Business: C" Corporation / "S" Corporation / Partnership / Individual / LLC / LLP
Property:
| Location #1 |
Location#2 |
|
| Building Value: |
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| Square Footage: |
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| % Occupied By Insured: |
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| # of Stories: |
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| Construction of building: |
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| Year Built: |
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| Year updated - roof: |
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| Year updated - electric: |
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| Year updated - HVAC: |
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| Year updated - Plumbing |
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| Fire extinguishers: |
Yes or No |
Yes or No |
| Smoke detectors: |
Battery or Wired |
Battery or Wired |
| Alarm: |
Local or Central |
Local or Central |
| Protection Class: |
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| % of building sprinklered: |
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| Contents value: |
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| Business income value: |
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| Period of restoration: |
1/3 1/4 1/6 1/12 or Actual |
1/3 1/4 1/6 1/12 or Actual |
| Building possession: |
Owned or Leased |
Owned or Leased |
| PTY deduct (Requested) |
$500 $1,000 $5,000 |
$500 $1,000 $5,000 |
| Mortgagee* |
Yes or No | Yes or No |
| Additional Insured*: |
Yes or No | Yes or No |
Location # 2 Address _________________________________________________________________________________
Mortgagee/Additional Insured:
| Name: |
|
| Address: |
|
| Interest |
General Liability:
| Location #1 |
Location # | |
| Occurrence limit: |
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| Aggregate limit: |
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| Fire legal liability limit: |
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| Gross annual sales: |
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| Payroll: |
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| Payroll classification: |
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| Additional insureds* |
Yes or No | Yes or No |
| Sub-contractors used: |
Yes or No | Yes or No |
| Cost of sub-contractors: |
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| Sub. Agreements used**: |
Yes or No | Yes or No |
| Sub. certs. obtained: |
Yes or No | Yes or No |
| Any vacant land - acres |
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| Any Leased buildings. -#: |
* Please complete information below
** Please obtain comp of sub-contractor agreement
Additional Insureds:
| Name | |
| Address: |
|
| Interest: |
| Name: |
|
| Address: |
|
| Interest: |
Crime:
| Location #1 |
Location #2 |
|
| Accounts receivable: | ||
| Employee dishonesty: |
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| Monies & securities - In |
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| Monies & securities - Out |
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| Valuable papers/records: |
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| Forgery & Alterations: |
Automobile:
| Policy level coverage |
|
| Limit of liability: |
|
| Hired/Non-owned Liability: |
Yes or No |
| Hired physical damage: |
|
| Cost of hire: |
|
| Driver other car |
Yes or No |
| # Of people - D.O.C |
|
| Names of D.O.C drivers: |
| Vehicle #1 |
Vehicle #2 | Vehicle #3 | Vehicle #4 | |
| Year: |
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| Make: |
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| Model: |
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| Vin #: |
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| Cost New: |
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| GVW: |
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| Use*: |
C S R P |
C S R P | C S R P | C S R P |
| Collision |
Yes or No | Yes or No | Yes or No | Yes or No |
| Deductible: |
||||
| Comprehensive: |
Yes or No | Yes or No | Yes or No | Yes or No |
| Deductible: |
||||
| Radius of Use: |
50 100 200 |
50 100 200 | 50 100 200 | 50 100 200 |
| Garaging Zip Code: |
||||
| Loss Payee: |
Yes or No | Yes or No | Yes or No | Yes or No |
* Vehicle Use: C = Commercial S = Service R = Retail Delivery P = Personal
Loss Payees:
| Name: |
|
| Address: |
|
| Vehicles: |
| Name: |
|
| Address: |
|
| Vehicle: |
Driver Schedule:
| Driver #1 |
Driver #2 | Driver #3 | Driver #4 | |
| Name: |
||||
| State Licensed: |
||||
| Date of Birth: |
||||
| Licensed #: |
Inland Marine:
| #1 |
#2 |
#3 |
#4 |
|
| Year: |
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| Make: |
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| Model: |
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| Serial #: |
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| Actual Cash Value |
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| Deductible |
Installation floater: Amount of coverage desired: $______________________
Blanket Value: $___________________
Unscheduled Equipment Value: $___________________
Maximum Value Per Item - Unscheduled: $___________________
Computer Equipment:
| Hardware |
Software |
|
| Description: |
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| Value: |
Boiler & Machinery:
| Location #1 |
Location #2 |
|
| Building Limit: |
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| Contents Limit: |
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| Machinery/Equipment Limit: |
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| Deductible: |
Workers' Compensation:
| Class Code |
Class Code | Class Code | Class Code | |
| Class Code: |
||||
| Class Description: |
||||
| Payroll: |
||||
| # of full time EMP: |
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| # of part time EMP: |
Corporate Officers:
| President |
V. President |
Secretary |
Treasurer |
|
| Name: |
||||
| Date of birth: |
||||
| Social security #: |
||||
| % of ownership: |
||||
| included/excluded: |
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| Annual salary: |
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| Officers duties: |
Umbrella:
Limit of Liability Requested: $__________________________________________________________________
Self-insured retention: $0 $5,000 $10,000 $20,000
Notes:
____________________________________________________________
____________________________________________________________
____________________________________________________________
____________________________________________________________
Additional Information Needed to Provide Quote:
3 years hard copy loss runs INCL / MISSING / OHTER (Explain)
Copy of employment application INCL / MISSING / OHTER (Explain)
Copy of employee handbook INCL / MISSING / OHTER (Explain)
Copy of most recent financials INCL / MISSING / OHTER (Explain)
Copy of marketing materials INCL / MISSING / OHTER (Explain)
(Brochures, Pamphlets, etc.)
Additional Coverage Requested - Supplemental Required:
| Yes |
No |
|
| Liquor Liability: |
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| Professional Liability: |
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| Directors & Officers Liability: |
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| Pollution: |
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| Garage Liability/Garagekeepers: |
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| Marine Liability: |
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| Aircraft Liability: |
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| Flood coverage: |
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| Earthquake Coverage: |
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| Employment Practices Liability - Stand Alone |
Current/Prior Insurance Information:
| 2011 |
2010 |
2009 |
2008 |
|
| Carrier: |
||||
| Expiration Date: |
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| Property Premium: |
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| Liability Premium: |
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| Auto Premium: |
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| WC Premium: |