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    Insurance for private homes, and luxury properties
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    Personal Vehicles
    Learn more about high net worth insurance for private clients
    High Net Worth
    Insurance for jewelry, watches, and other luxury collections
    Jewelry & Watches
    Insurance for personal vehicles, luxury cars, and exotic cars
    Aircraft
    Learn more about yacht, boat, and watercraft insurance
    Yachts & Watercraft
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800-759-2544800-759-2544
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Business Account Review

Business Insurance Account ReviewBrett Dorman2026-08-28T16:48:08-04:00
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Business Review Sections
A business risk evaluation involves completing the sections of this form that are applicable to your business. You can deselect the options below that do not apply to your business.

General Operations Review

This section will help identify changes to your business in order to evaluate new risks.
Has the legal name of your business changed?
Has the mailing address of your business changed?
New Mailing Address
Has the ownership structure of your business changed?
Is any of the following new with your business?
Select all that apply.

Real Property Review

Let's begin reviewing your real property such as assets, buildings, equipment, machinery, etc.
Do you have a recent property appraisal showing replacement cost of any building the business owns or is responsible for?
Drop files here or
Max. file size: 2 MB, Max. files: 1.
    More than one location?
    Location Address Value of Business Personal Property Actions
       
    There are no Locations.

    Maximum number of locations reached.

    Have you added or removed any security alarms, bars, or other protective devices?
    Has the occupancy status of any building changed?
    Examples: rented, vacant, under renovations, etc
    Do you use a property management company?
    Does the business have any properties that we do not currently insure?
    Did the business earn rental income last year?
    Does the business own any outdoor property?
    Check all that apply

    Commercial Auto Review

    This area will help identify some common changes and updates to commercial auto exposures.
    Has the business purchased or leased any new vehicles
    VIN Year Make Model Actions
           
    There are no Vehicles.

    Maximum number of vehicles reached.

    Any new drivers to be added?
    Driver Name Drivers License Number Drivers License State Actions
         
    There are no Drivers.

    Maximum number of drivers reached.

    Do you allow employees to use your personal vehicle for business use?

    Business Staffing Review

    This section will help identify risk exposures related to your staff.
    Has your employee payroll changed significantly of the last 12 months?
    Examples: New employees, etc.
    Do you want to INCLUDE any Partners, Officers, Owners, or Relatives in workers comp coverage?(Required)
    Do you want to EXCLUDE any Partners, Officers, Owners, or Relatives from workers comp coverage?(Required)
    Does your business use subcontractors?
    Example: 25%
    Do you require subcontractors to provide Proof of Insurance and name your business as Additional Insured?
    Do you provide health insurance for employees?
    Do you provide disability insurance for employees?

    Coverage Assessment

    This section will help uncover any additional exposures to risk. Please note that coverage for certain areas may already be in place, but it is helpful to continue to assess these risks on an ongoing basis.
    Does your business have machines or electrical equipment that may be susceptible to breaking down?
    Examples: A/C, elevators, pumps, etc.
    Do employees have access to cash or stock?
    Please select the type(s) of information your business collects.
    Check all that apply
    Please select the different ways your business used the internet.
    Check all that apply
    Has your business total expenses changed in the last 12 months?
    Do you expect your business to grow over the next 2 years?
    Has your business's dependency on any one customer or supplier, including overseas, changed in the past 12 months, or likely to change moving forward?
    Does your business ship or receive goods?
    Does your business provide advice for a fee?
    Does the business have key employees that would require time and money to replace if they were to unexpectedly pass away?
    Is income replacement coverage needed to protect key employees if they are unable to work due to chronic illness or disabling accident?
    Have you reviewed your business liability insurance program to ensure the adequacy of the limits?

    Wrapping Up

    Upload any relevant documents for review. Examples: Property appraisals, certificate requests, etc.
    Drop files here or
    Max. file size: 20 MB.
      Consumer Disclosure(Required)
      By checking the box below you authorize the Agency who supplied this form to you to contact you via phone, email, and text messaging; to save and share with business partners the information you provided; to obtain consumer reports that may include credit-based reports (where legally allowed), public records, claims history, and driving records so that they can give you accurate insurance quotes.
      DISCLAIMER: This online questionnaire is a tool used to gather information. It is not an application for insurance. No insurance coverage will be bound or put into effect by submitting this form.

      Our knowledgable agents are experts at finding the right coverage for your business or family. Get your insurance quote today.

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      Office Address & Hours
      2850 34Th Street N Suite 1127
      St Petersburg, Florida 33713
      Phone: 800-759-2544
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      Note: Insurance Premium payments can only be refunded if the requested policy is canceled on the same day it is issued, or before the effective coverage date. Once insurance is effective with a carrier, we will refund any prorated days requested by the Insured in the form of a CHECK BY MAIL paid within 60 days of cancellation.

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