Commercial Lines Questionnaire
* = Required
Contact Information
Name*
Phone*
Email*
Please provide all information below so that a quotation may be obtained.
General Information
Name Insured
Address of Business
(Location #1)
Mailing Address
(If different than physical 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
Complete Description of Business Operations
Property
 Location #1Location #2
Building Value
Square Footage
% Occupied by Insured
# of Stories
Construction of Building
Year Built
Year Updated - Roof
Year Updated - Electric
Year Updated - HVAC
Year Updated - Plumbing
Fire Extinguishers
Smoke Detectors
Alarm
Protection Class
% of Building Sprinklered
Contents Value
Business Income Value
Period of Restoration
Building Possession
PTY Deduct. Requested
Mortgagee*
Additional Insureds*
*Please complete information below
Location #2 Address
Mortgagee/Additional Insureds:
Name
Address
Interest
Name
Address
Interest
General Liability
 Location #1Location #2
Occurrence Limit
Aggregate Limit
Fire Legal Liability Limit
Gross Annual Sales
Payroll
Payroll Classification
Additional Insureds*
Sub-Contractors Used
Cost of Sub-Contractors
Sub. Agreements Used**
Sub. Certs. Obtained
Limits Required for Subs
Any Vacant Land - Acres
Any Leased BLDGs. - #
*Please complete information below
**Please obtain copy of sub-contractor agreement
Additional Insureds:
Name
Address
Interest
Name
Address
Interest
Crime
 Location #1Location #2
Accounts Receivable
Employee Dishonesty
Monies & Securities - In
Monies & Securities - Out
Valuable Papers/Records
Forgery & Alterations
Automobile
Policy Level Coverage
Limit of Liability
Hired/Non-Owned Liability
Hired Physical Damage
Cost of Hire
Driver other Car
# of People - D.O.C.
Names of D.O.C. Drivers
 Vehicle #1Vehicle #2Vehicle #3Vehicle #4
Year
Make
Model
Vin #
Cost New
GVW
Use
Collision
- Deductible
Comprehensive
- Deductible
Radius of Use
Garaging Zip Code
Loss Payee
Loss Payees
Name
Address
Vehicle
Name
Address
Vehicle
Driver Schedule
 Driver #1Driver #2Driver #3Driver #4
Name
State Licensed
Date of Birth
License #
Inland Marine
 #1#2#3#4
Year
Make
Model
Serial #
Actual Cash Value
Deductible
Installation Floater:
Amount of Coverage Desired
Blanket Value
Unscheduled Equipment Value
Maximum Value Per Item - Unscheduled
Computer Equipment
 HardwareSoftware
Description
Value
Boiler & Machinery
 Location #1Location #2
Building Limit
Contents Limit
Machinery/Equipment Limit
Deductible
Workers' Compensation
 Class CodeClass CodeClass CodeClass Code
Class Code
Class Description
Payroll
# of Full Time Emp.
# of Part Time Emp.
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Corporate Officers
 PresidentV. PresidentSecretaryTreasurer
Name
Date of Birth
Social Security #
% of Ownership
Included/Excluded
Annual Salary
Officers Duties
Umbrella
Limit of Liability Requested
Self-Insured Retention
Notes
Additional Coverages Requested - Supplementals Required
Aircraft Liability
Cyber Liability Insurance
Directors & Officers Liability
Earthquake Coverage
Employment Practices Liability - Stand Alone
Flood Coverage
Garage Liability/GarageKeepers
Liquor Liability
Marine Liability
Pollution
Professional Liability
Current/Prior Insurance Information
 2013201220112010
Carrier
Expiration Date
Property Premium
Liability Premium
Auto Premium
WC Premium
Umbrella Premium