Hi <<PP_First>>

 

Your <<Input:What type of policy?>>, policy number <<Pol_PolNum>>, is set to renew. We have been busy reviewing your policy coverage, discounts and premiums. Please take a moment to review and return this two page survey and advise us if you have any questions or changes.

 

Have you had any changes in your business?

     

Location

Payroll

Number of Employees

Vehicles

Operations

Hiring Practices

Benefits

Structure Change

LLC, Inc.


If you answered "no" to any changes in the past year, please mark here_________.

                                                                 

If you answered "yes" to any of the above please explain how your business has changed._______________________________________________________________________________________________________________________________________________________________________________________________________________


Do I have this coverage?

 

Common Optional Coverages

YES

NO

 
   

Directors and Officers-

Protect individuals from personal losses if they are sued as a result of serving as a director or an officer of a business or other type of organization

   

Abuse and Molestation -

Offers organizations broad protection against allegations of abuse or molestation brought by clients

   

Employers Practices Liability-

Protects businesses from claims by workers that their legal rights have been violated including but not limited to; sexual harassment, discrimination, and wrongful termination.

   

Cyber Liability-

Third party cyber liability, first party

   

Umbrella -

Policy designed to provide protection against catastrophic losses. It generally is written over various primary liability policies, such as the business auto policy (BAP), commercial general liability (CGL) policy, and employers liability coverage ...

   

Business Income-

Covers loss of income that a business suffers after a disaster

   

Employee Benefits Liability-

Covers damages that arise from a mistake or error affecting an employee’s benefit program

   

Special Event-

Coverage for special events, hole-in one , including host liquor liability

   

Group Life Insurance-

Employer-sponsored group policy which covers you for as long as you're working for the employer. The coverage ends when you leave the company

   

Group Health Insurance-

Coverage that pays for medical and surgical expenses incurred by the insured

   

Hired and Non-Owned Auto-

Liability insurance covers bodily injury and property damage caused by a vehicle you hire (including rented or borrowed vehicles) or caused by non-owned vehicles (vehicles owned by others, including vehicles owned by your employees).

 

If you have any questions or amendments about your coverage, please do not hesitate to contact us at <<Agncy_Phone>> or <<Agncy_Email>>.

 

We are looking forward to hearing from you.


Sincerely,


<<User Name>>
<<User_Notes>>, <<Agncy_Name>>
<<Agncy_Address>>, <<Agncy_City>>, <<Agncy_State>>  <<Agncy_Zip>>
Phone:<<Agncy_Phone>>  |  Fax: <<Agncy_Fax>>