Business Insurance Form

Instructions: Complete the General Information section and only the sections for the line of insurance that you want quoted. If you have any questions, please call 972-644-8035.

General Information
Company Name: Date:
Company Contact: Title:
Company Address
 
Phone:   E-mail Address:  
# of Employees:   # Years in Business:  
Description of Operations:   Federal Tax ID #:  
Complete “Named Insured” List:   Owner(s) Name & Percentage:  
    Owner(s) Name & Percentage:  
    Owner(s) Name & Percentage:  
Gross Receipts (Current): Prior: 2 Years Prior: 3 Years Prior:
Lines of Business to be Quoted:  GL           WC       Auto      Property      Equipment
Umbrella   Other (list below)
Commercial General Liability
Projected Gross Annual Receipts: ($)
Projected Annual Payroll/Subcontract Costs: ($)
Coverage Limits:  Non Owned Hired Automobile Liability:($)
Is Liquor Liability Needed?: Yes No
Please List Relevant Exposures or Other Coverages Needed:
* May require additional supplemental application. * Provide last 5 years of cu rrently valued loss runs.
Excess Liability / Umbrella: Limits Needed: Other:
Workers Compensation
# of Years in Business: Annual Renewal Date:
Current W.C. Carrier:  Current Experience Modification Factor (provide copy): 
Payroll Information
Classification # of Employees Projected Annual Payroll
Additional Comments:
*Please Provide First Page & Table of Contents of Safety Manual AND Last 5 Years Currently Valued Loss Runs*
Property
Age of Building / Year Built: Type of Building Construction:
Number of Stories:  Square Feet:
If Building is Over 25 Years Old, Please Answer the Following:
Year Electricity was Updated: Is It on Circuit Breakers: Yes No
Year Plumbing was Updated: Plumbing Material:
Year Building was last Re-roofed Type of Roofing Material:
Type of Heating System in Building:
Protective Devices
Burglar Alarm: Yes No Security:
Name of Alarm Company:
Is Building Sprinklered: Yes No Smoke Detectors: Yes No
Coverage Limits
Building: $ Contents (equipment, inventory, supplies, etc.): $
Deductible: Business Income/(Loss of Income): $
Money & Securities: $ Glass or Signs: $
If Glass Coverage is Needed, Please Provide Dimensions:
Please List Other Coverages: Mortgage/Loss Payee:
Name of Additional Insured: Status:
Mailing Address:
 
Equipment
Please attach the following to this form:
Schedule of Equipment (Owned) including serial numbers and values
Unscheduled Equipment Limit (Items Valued Under $1,000)
Leased & Rented Equipment Limit & Annual Rental/Lease Cost
Builders Risk or Installation Limit
Automobile
Liability Limit: Uninsured Motorist Bodily Injury:
Uninsured Property Damage: Yes No Medical:
Hired Auto: Yes No Comprehensive Deductible:  Yes* No
*If YES, Select One:
Non-Owned Auto: Yes No Collision Deductible: Yes* No
*If YES, Select One:

*Please Provide…

› Vehicle Schedule

› Driver Schedule (Name, DL# and Birthdate)

› Loss Runs For Last 3 Years

Optional Coverages
Select Optional coverages that you are interested in:
Employees Practice Liability
Garage Keepers Coverage
Contractors Equipment
Builder’s Risk

Related Links

Call us at : 972-331-3758

Contact

Baldwin-Cox Agency Agency
1201 Kas Drive, Suite B, Richardson, TX 75081.
Ph: 972-644-2688