Policy Questionaire



BUSINESS OWNERS POLICY QUESTIONNAIRE

(This form also available in PDF Version)


General Information

Firm Name*:
Email*:
Mailing Address:
County:         Phone*:         Fax: 
Legal Entity:
                  
Proposed Effective Date:
How many years have you been in business?
Hours of operation:
 
Value of Business Personal Property and Data Hardware and Software: $
Specify any loss payments and types made in the past 3 years (if zero, please indicate zero)
Do you rent or lease to others any mechanical or construction equipment?     

Employment Information
Total # of Employees:        # of Clerical/Inside Sales:    
# of Outside Sales:        # of Drivers:                       
Warehouse:

Payroll Information
Executive: $        Clerical / Inside Sales:     $
Outside Sales: $        Delivery / Drivers:           $
Warehouse: $
Total Organizational Revenue:    $
 

Building Information

How many years have you been at your present location? 
Insurable interest:     Owner / Occupant     Tenant     Lessor's Risk
If you own the building, please provide: Value of building:         $
  Number of stories:         
  % of building occupied:  
Square footage of your office:
Total square footage of entire building:
Describe adjacent property (left, right, rear):
Construction:
Frame   Joisted Masonry   Non-Combustible   Fire Resistive   Masonry Non-Combustible
 
Does your building have:
               Sprinklers?     
               Central air?     
               Security system?     
               Central station?     
               Local alarms?     
               Floor furnaces?     
               Wall furnaces?     
 
Is there any X-Ray equipment located above the first floor?     
         
Type of Burglar Alarm: Alarm Company: 
Distance to Fire Hydrant:   feet
Distance to Fire Department:   miles
Distance from Ocean, Bay or Gulf: feet (if less than 1 mile) 

Building Occupancy

Please provide description of all tenant occupancies in the building and square footage occupied by each tenant:
Is there any habitation / residential occupancies in the building?     
Is building a converted dwelling?     
Is any portion of the building vacant or unoccupied?     
If YES, % vacant or unoccupied: 
Is there a restaurant in the building?     
Is there an ansul system installed?          
Does the restaurant occupy less than 10,000 square feet AND less than 25% of the building?          

Building History
Year building was built: 
If building is over 25 years old, what year were the following update completed:
    Roof:       Electrical:       Plumbing:       Heating: 
 
Electrical:
     Have circuit breaks with 3 prong grounded outlets been installed?       
     Have grounded fault circuit interrupters been installed?        
     Does building have any working fireplaces / wood burning stoves?       
     Is the property recognized as a landmark or historic property?       
 
Has the property ever been "gutted and refurbished"?      

(definition - walls, ceilings, and floor have been stripped back to the studs & joists and have been rebuilt within the last 20 years.  All electrical components (wiring, circuit breakers, outlets, switch boxes) have been brought up to code within the last 20 years.  Plumbing and heating systems have been replaced / updated and roofing has been replaced / updated within the last 20 years.)

 
Coverage Information
During the past 3 years, has any coverage been canceled, declined, non-renewed or placed in residual markets?     
If YES, explain: 
 
Current BOP Carrier:    
Liability Limit: $
Deductible: $
Expiration Date:   
Premium: $
 
Additional supplemental limits and coverages (Valuable Papers, Account Receivable, Money & Securities, Umbrella, Non-Owned & Hired Auto, Employee Benefits Liability, Employee Dishonesty, Fire Legal Liability, Fine Arts, etc.):
Direct Bill Payment Option:                      
Mortgagee / Loss Payee Information:
Additional Insured Information: