Policy Review

Client Information
Name
First Name Last Name
Email
Email
Phone Number
Phone Number
What insurance do you currently have with us?
- Personal Insurance
- Business Insurance
Home Address
Street Address Address Line 2 City State ZIP Code
Company Name
Company Name
Company Address
Street Address Address Line 2 City State ZIP Code
Total Annual Sales
Total Annual Sales
Total Number of Employees
Total Number of Employees

Your Business Structure
Please think back over the last year when answering these questions.
Have you changed the ownership structure of your business?
- Yes
- No
Have you added new or changed your existing operations and/or products?
- Yes
- No
Have you begun to buy supplies or sell your products overseas?
- Yes
- No
Are you operating out of any new locations or have you closed locations?
- Yes
- No
Please explain any changes to your business structure.
Please explain any changes to your business structure.

Your Personal Liability
Please think back over the last year when answering these questions.
Have you acquired, leased or sold a building, business property and/or equipment?
- Yes
- No
Have there been any improvements and/or significant alterations to your building?
- Yes
- No
Has your Inventory level changed significantly?
- Yes
- No
Have you purchased, leased or sold any Vehicles?
- Yes
- No
Please explain any changes to your personal liability.
Please explain any changes to your personal liability.

Your Income Protection
Please think back over the last year when answering these questions.
Have your Businesses revenues changed by more than 10% since last year?
- Yes
- No
Do you rely on a single supplier for more than 50% of your materials?
- Yes
- No
Do you rely on a single buyer for more than 50% of your sales?
- Yes
- No
Please explain any changes to your income protection.
Please explain any changes to your income protection.

Additional Protection
Would you like to discuss any additional insurance protection with us?
- Yes
- No
Confirmation
Your initials
Your initials
This field is for validation purposes and should be left unchanged.
This field is for validation purposes and should be left unchanged.

Let’s review if your current insurance meets your current needs.