Commercial Insurance –
Initial Assessment Questionnaire:
1. Basic Business Information:
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Company name and address
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Contact information (phone, email)
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Years in operation
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Legal structure (e.g., LLC, corporation)
2. Industry and Operations:
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Briefly describe your business and its main operations.
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What industry or industries do you primarily serve?
3. Risk Exposure:
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What are the main risks and challenges your business faces?
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Are there specific risks unique to your industry that should be addressed?
4. Property Details:
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Do you own or lease your business premises?
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If applicable, provide details about owned or leased properties (address, size,
construction type).
5. Vehicle Information (if applicable):
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Do you have company vehicles? If yes, provide details such as number, type, and usage.
6. Employee Information:
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Number of employees
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Job roles and responsibilities
7. Contracts and Agreements:
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Are you involved in any significant contracts or agreements?
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Do your contracts require specific insurance coverage?
8. Revenue and Financials:
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Annual revenue for the last fiscal year
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Projected revenue for the upcoming year
9. Previous Insurance History:
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Details of previous insurance coverage (current carrier, coverage limits, any claims)
10. Specific Industry Requirements:
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For freight brokers: Do you handle cargo? If yes, what types and values?
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For mortgage brokers: Do you offer any financial or mortgage-related advice or
services?
11. Professional Liability:
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Are you interested in professional liability (errors and omissions) coverage?
12. Safety and Risk Management Practices:
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Describe any safety measures or risk management practices in place.
13. Additional Coverages:
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Are there specific coverages or endorsements you believe are crucial for your business?
14. Future Plans:
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Any expansion or changes in operations planned for the near future?