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Commercial Lines Questionnaire
Commercial Lines Questionnaire
Tell Us A Little About Yourself.
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Client Center
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Commercial Lines Questionnaire
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Commercial Lines Questionnaire
Prospect Name
*
First Name
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Last Name
*
What lines of coverage do you currently have?
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Work Comp
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D&O
EPL
Auto
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E&O
Surety
Phone
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Phone
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Email
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Email
*
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Street Address
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Address Line 2
City
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West Virginia
Wisconsin
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Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
*
ZIP Code
*
Website
*
Website
*
How many years have you been in Business?
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How many years have you been in Business?
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Renewal Date
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Renewal Date
*
Can you provide me with a copy of your Loss Runs?
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What is your annual Revenue?
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What is your annual Revenue?
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Who is your current broker?
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Who is your current broker?
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How long have you been with them?
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How long have you been with them?
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What services does your current broker provide?
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Stewardship Report
EE Portal
Data Analysis
EE Meetings
OSHA Compliance
Cost Containment
Loss Control
EE Communications
Strategic Planning
Do you regularly have a mid-year or pre-renewal meeting? What do you find valuable from the meeting or process?
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Do you regularly have a mid-year or pre-renewal meeting? What do you find valuable from the meeting or process?
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Have you ever been taken by surprise by an unexpected rate increase?
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Have you ever been taken by surprise by an unexpected rate increase?
*
Do you have a clear understanding of how the renewal was calculated and how your lost history / mod factor can affect future premiums?
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Do you have a clear understanding of how the renewal was calculated and how your lost history / mod factor can affect future premiums?
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How Many Employees do you have?
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How Many Employees do you have?
*
Are your employees safety conscious? How do you measure the results?
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Are your employees safety conscious? How do you measure the results?
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Do you have a safety handbook?
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What is working well?
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What is working well?
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What is your biggest concern?
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What is your biggest concern?
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How did you hear about First Security Company, Inc.?
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Referral
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This field is for validation purposes and should be left unchanged.
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Amazing Feedback
We Are Independent
Insurance Companies
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Condo Insurance
Mobile Home Insurance
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More Personal Insurance
Personal Questionnaire
Business Insurance
Business Owners Insurance
Workers’ Compensation Insurance
Cyber Liability Insurance
Hospitality Insurance
Manufacturer Insurance
Contractor Insurance
More Business Insurance
Business Questionnaire
Programs
AdvenSure
Animal Keepers
ESIP
Contact
Hickory, NC
Boone, NC
Start a Conversation
Client Center
[email protected]
Call 828-322-4171
Visit First Security Insurance on Twitter
Visit First Security Insurance on Facebook
Visit First Security Insurance on Linkedin
Visit First Security Insurance on Youtube