Workers’ Comp
- Estimated annual payroll
- # of employees FT/PT
- FEIN # (Federal Tax ID Number)
- Class Codes
- Renewal Date
- 3 + years of current loss runs
Health Benefits
- Name, date of birth, and zip code per employee
General Liability Insurance
- Estimated gross sales/receipts
- Annual payroll (not including clerical staff)
- # of owners
- Description of operations
- 3 + years of current loss runs
Business Property Insurance
- Info for each building
- Are the properties owned or leased
- Sq. ft., year built, last updated: (roof, electrical, plumbing, HVAC)
- 3 + years of current loss runs
Business Auto Insurance
- List of drivers
- Vehicle & trailer List – including VIN #
- Value of attached equipment (service truck bed, crane, toolboxes, etc.)
- 3 + years of current loss runs
Inland Marine (Equipment that leaves the property)
- List of equipment with VIN # / serial numbers
- 3 + years of current loss runs
