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Areas Of Specialization
BioTech & Life Sciences
Restaurants and Breweries
Government Contractors
Information Technology Industry
Management Liability
Non-Profit Organizations & Associations
Professional Cleaning Services Program
Professional Liability
International Insurance Solutions
Business Insurance
Cyber Liability Insurance
Management & Professional Liability
Commercial Property & Liability
Workers’ Compensation
Business Travel Accident
Business Automobile
Umbrella Liability
Surety Bonding
Personal Insurance
Personal Umbrella Liability
Watercraft
Investment Property
Homeowners
Valuable Items
Motorcycle
Renters Insurance
Personal Automobile
Flood Insurance
Motorhome
Individual Life & Disability Insurance
Employee Benefits
Group Health Insurance
Group Dental Insurance
Group Life Insurance
Group Disability Insurance
Supplemental Insurance
About Us
Client Central
Claims
Business Clients
Add/Delete A Driver
Add/Delete A Vehicle
Add/Change Location
Personal Clients
Add/Delete A Driver
Add/Delete Vehicle
Insurance Companies/Specialty Markets
Resources
Blog
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General Business
General Business Questionnaire
GENERAL INFORMATION
Date Form Completed
(Required)
MM slash DD slash YYYY
Person Completing Form
(Required)
How did you hear about Moody?
(Required)
Business Name (incl Corp and T/A names)
(Required)
Contact Person
(Required)
Title
(Required)
Mailing Address
(Required)
Location Address
(Required)
Phone
(Required)
Fax
Email
(Required)
Entity Type (Corp, Sole Prop, LLC, etc)
Federal ID #
Date business started
MM slash DD slash YYYY
If New Venture, prior experience
Website
Please list all states in which you do business
Business Description (including typical services performed, clients served, products, etc.)
Do you operate any other type of business or own any other building than listed on this form?
Yes
No
If Yes, please provide details
* PLEASE ATTACH COPIES OF YOUR CURRENT POLICY DECLARATIONS PAGES FOR MOST ACCURATE QUOTE *
LOCATION / BUILDING INFORMATION
Type of building you occupy (office, retail strip mall, industrial, etc.)
Owner or Tenant?
Sq Ftg You Occupy
Stories
Approx Year Built
Construction (Frame, Masonry, Noncombustible, Fire Resistive, etc)
% of Bldg Sprinklered
If bldg over 30 yrs old, Year(s) Updated for Wiring, Heating, Plumbing, Roof
Alarm? Burglar or Fire? Local or Central Station?
PROPERTY
Building
► Contents Replacement Value
Improvements & Betterments
Business Income & Extra Expense
Computer Hardware
Computer Software (data & media)
Valuable Papers
Accounts Receivable
Exterior Sign?
Building Glass (measurements)
Other Property Used or Stored Off Premises (describe & value)
Total Misc Mobile Tools & Equipment (max $,1000 value per item)
Scheduled Mobile Equipment (for individual items exceeding $1,000 in value): ATTACH SCHEDULE
Do you rent or loan equipment to others? If Yes, please provide details
Yes
No
► Contents may include, but is not limited to: Leasehold Improvements, Leased Property, Inventory, Furniture/Fixtures, Equipment, Printed Materials, Consumables, and Property of Others in Your Care. Please consult your lease requirements when choosing the coverage and limits for this location.
CRIME
Employee Dishonesty Limit
401(k) Plan? If Yes, Plan Name
Forgery/Alteration Limit
Theft of Money (Inside/Outside)
Computer Fraud Limit
GENERAL LIABILITY
Each Occurrence Limit
General Aggregate Limit (if other than 2x Occurrence)
Fire Legal Liability Limit (if other than $50,000)
Medical Payments Limit (if other than $5,000)
Estimated Annual Gross Receipts
Do you use Subcontractors? If so, explain below work subcontracted
Yes
No
What percentage of your total work is subcontracted?
Do you require Subs to have insurance, and do you obtain Certificates of Insurance?
Yes
No
Comments
WORKERS COMPENSATION | OWNERS | List below all owners/officers of the business, whether active or inactive in operations
Owner/Officer Name
Title
% of Ownership
Duties (or indicate if inactive)
Annual Payroll
Include or Exclude?
WORKERS COMPENSATION | Please review your current policy for all classes & codes
Employee Class or Description of Duties
Code (if known)
Estimated Annual Payroll (do not include owners here)
# FT Employees
# PT Employees
State
Do you lease employees to or from other employers? If Yes, please provide details
Yes
No
Do you use volunteers? If Yes, for what type of work?
Yes
No
Employers Liability Limits (if other than $100,000 / $500,000 / $100,000)
AUTOMOBILE
Auto Liability (Combined Single or Split Limits)
Uninsured / Underinsured Motorist Limit(s)
Medical Payments
Personal Injury Protection
Comp Deductible
Collision Deductible
Towing & Labor (for private passenger vehicles)
Rental Reimbursement
If any owners / key employers have their personal vehicles on policy, please give their names and names of their spouses
Do you rent vehicles for business use?
Yes
No
If Yes, # of days per year
Do employees use personal vehicles for business?
Yes
No
If Yes, for what purposes?
VEHICLE SCHEDULE | Please complete the below or attach a separate schedule of your own
Year
Make / Model
Vehicle ID (Serial Number)
Original Cost New
Garaging City, State
** Titled/Leased in business name?
Yes
No
** For vehicles not titled/leased in the business name, please indicate the name of the titled owner or lessee for each vehicle
DRIVER SCHEDULE | Please complete the below or attach a separate schedule of your own
Driver Name (as shown on license)
Drivers License Number
State
Date of Birth
MM slash DD slash YYYY
OTHER COVERAGE TO CONSIDER | Would you like more information or a quotation on any of the following?
Umbrella Liability Policy
Yes
No
Employee Benefits Liability
Yes
No
Employment Practices Liability
Yes
No
Directors & Officers Liability
Yes
No
Errors & Omissions Professional Liability
Yes
No
Fiduciary Liability
Yes
No
International
Yes
No
Other Coverage Not Shown
Yes
No
INSURANCE CARRIER HISTORY
Have you had insurance coverage declined, cancelled or non-renewed during the last 3 yrs?
Yes
No
Property & General Liability
Company
Expiration Date
How Long with this Company
Automobile
Company
Expiration Date
How Long with this Company
Workers Compensation
Company
Expiration Date
How Long with this Company
Umbrella
Company
Expiration Date
How Long with this Company
Other
Company
Expiration Date
How Long with this Company
CLAIMS / LOSS INFORMATION
IF CURRENTLY INSURED: PLEASE CONTACT YOUR CURRENT/PRIOR AGENT(s) OR INSURANCE COMPANY(s) FOR A CURRENTLY-VALUED LISTING OF YOUR CLAIMS HISTORY (“LOSS RUNS”) FOR THE PAST 3 YEARS
COMMENTS AND ADDITIONAL INFORMATION
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