Business Insurance Proposal Request Notes/Info/Referral informationBusiness Name* Business Contact* First Last Contact Email* Business Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Business Contact Phone Number*Business's website address Preferred Method of Contact* Office Phone Number Cell Phone Email Type of Entity* Sole Proprietor (single owner/not incorporated) Partnership (multiple owners/no incorporated/Formal Contract) S Corporation C Corporation Limited Liability Corporation (LLC) Limited Liability Partnership (LLP) Other Type of Business Operation* What your business does.Description of Business Operation (Longer)FEIN Number (Tax ID) Date the business began MM slash DD slash YYYY What type of insurance are you interested in?* General Liability Business Property (Building) Business Personal Property (i.e. Furniture, Equipment, Tools, Inventory, etc) Business/Commercial Auto Insurance Workers Insurance Inland Marine (ie. Large Mobile Equipment) Professional Liability/Errors and Omissions/Malpractice Cyberliability Employment Practices Pollution Professional Insurance (Malpractice/Errors and Omissions) Other Let's discuss... Check all that apply - more lines = more discountsAdditional Policies being requestedDo you currently have business insurance?YesNoName of your current carrier: How many years have you been with your current carrier?Do you own or rent your business' space?* Own Rent Work out of the home How many square feet does your business occupy?Gross Annual Receipts*Number of Employees*Number of Owners*Will your owners be included in your workers compensation policy?* Yes No Do your employees use their own vehicle for work?* Yes No Does your business own or lease vehicles?* Yes No Total number of cars owned/leased by businessHow will you provide us a list of your vehicles/machinery? Email a list to adam@sidebarinsurance.com Give to us over the phone How many employees are listed on your current insurance policy?Gross Salaries paid to employeesTotal amount of salaries paid to your employeesOwner's Salaries (if you want excluded/included Proposals)How will you provide us a list of your drivers and driver's license information? Email a list to adam@sidebarinsurance.com Give to us over the phone How will you provide us a list of your prior loss runs? I will scan and email them. I'd like to connect on the phone to plan I'll fax them to Adam @ 708-403-4228
