Welcome to the Insurance Partners Online SBU Form
Please fill in as much information as possible in this form.

Producers Information:

Your email address:



Basic Information:

Contact Name:
Date of Request:
Date Policy Expires:
Date Response Needed:



Business Information

Name of Company:
Mailing Address:
City:
State:
Zip:
Phone #:
Cell Phone #:
Fax #:
Email Address:
Type of Entity:



Location #1

Address:
City:
State:
Zip:

Location #2

Address:
City:
State:
Zip:

Location #3

Address:
City:
State:
Zip:


How many years have you been in business?

If new in your business, how much experience do you have in this type of business?

Please describe the nature of your business:

# of Owners/ # of Officers:
/

Current insurance company?

Prior insurance company, if known?

Any losses paid on your behalf in the last 5 years?

Please provide us with some information on your claims history:

Claim #1 Claim #2 Claim #3
Date of claim:
How much was paid?
Type of loss:


Schedule Of Hazards:

Location # Classification Gross Sales Area

Payroll:

Location # Duties/Classification Payroll/Class # of Employees/Class

Do you provide benefits to your employees?


What type?

Annual sales (each location):
Location #1: IE: $97,435 should be typed in as 97435. Numbers only.
Location #2: IE: $97,435 should be typed in as 97435. Numbers only.
Location #3: IE: $97,435 should be typed in as 97435. Numbers only.
Total at all locations (if more than 3 locations):


Property Information:

Location #1 Location #2 Location #3
Building coverage limit:
Contents coverage limit:
Tenant improvements limit:
Value of outdoor signs:
Awnings:
Fences:
Value of property of others which you are responsible:
Building fire resistive:
Building non-combustible:
Building joint masonry:
Building wood frame:
Number of stories:
Ground floor area:
Basement:
Year of construction:
Sprinkler system:
Central fire/Burglar alarm:
Year updated wiring:
Year updated plumbing:
Year updated HVAC:
Year roofing replaced:


If building owner, name and business specialty of EACH tenant:

Total value of monthly rent:



Computer coverage (hardware/software each location)
Location #1:
Location #2:
Location #3:

Do you lease or rent tools or mobile equipment that are used away from your permises?


What is your maximum exposure per tool?

What is your TOTAL exposure if ALL tools are stolen in a single loss?

Employee dishonesty coverage limit?

ERISA Limit?

Desired general liability limits? (We recommend AT LEAST $1,000,000)

Workers compensation #:

Federal ID Tax #:



Automobile Information:

Vehicle #1 Vehicle #2 Vehicle #3 Vehicle #4 Vehicle #5
Year:
Make:
Model:
Vin #:
Use of vehicle:
Garaging location:
Comprehensive deductible:
Collision deductible:
Driver #1 Driver #2 Driver #3 Driver #4 Driver #5
Name:
D.O.B.:
DL #:
SS #:

What limit of Liability are you requesting?

What limit of Excess Liability are you requesting?

Would you like Flood Coverage?

Would you like Earthquake Coverage?

Please include other information such as any out of state exposure, any WC exposure, any carrier preference, etc...



If you are a Contractor, please complete the following:


Do you use Subcontractors?

Annual cost of Subcontractors who HAVE their own insurance:

Annual cost of Subcontractors who DO NOT have their own insurance:

Value of transported materials:

Value of Materials left at job site:


If you are and Apartment Owner, please complete the following:

Number of total units:

What is average % of occupancy:

Is there any other type of occupant (retail, office, restaurant):

if yes, please describe:

Was building originally built as apartment or converted?

Are the smoke detectors hard wired?

What year?


If you own or operate a Restaurant, please complete the following:

Do you have a UL 300 wet chemical fire suppression system?

Do you have current contract for Hood and Duct Cleaning from outside contractor?

How often is it professionally cleaned?

In the event of an extended power outage, what is the value of inventory you would lose?

What are your receipts for annual sales of beer, wine and liquor?

Do you do outside catering?

What is the annual revenue for catering?

Do you provide entertainment?

If yes, please describe:

Do you have "happy hours"?

If yes, please describe:


If you Own or operate a Garage or Body Shop, please complete the following:

Number of service or work bays:

Maximum Total value of customer vehicles INSIDE THE BUILDING:

Maximum Total value of customer vehicles OUTSIDE THE BUILDING:

What damage deductible do you desire on customers cars:

Do you provide towing services:

Annual receipts from towing operation:

Total number of employees:


Remarks: