REQUEST FOR INFORMATION
Practice Information
Full Name:
Contact Person:
Address:

(include all buildings and/or suite numbers; attach separate sheet if necessary or for convenience)
City:

State:

Zip:
County:
Phone:
Fax:
E-mail:
Best contact time:
Federal Tax ID Number:
 
Current Coverage Information
Professional Liability Carrier:
Renewal Date:
Property & Business Owner Carrier:
Renewal Date:
Worker Compensation Carrier:
Renewal Date:
Group Health Carrier:
Renewal Date:
Disability Carrier:
Renewal Date:
General Information
Practice is:
Solo
Partnership
LLC
Professional Corporation
Solo Corporation
Other
Specialty:
Own or rent building/space?
Own
Rent
Is building a condominium?
Yes
No
How many building/property/casualty losses have you had in the last five years?

Details (attach separate sheet if necessary):

Professional Liability Insurance
1. Current Limits:
2. Type of coverage: claims-made occurrence other
3. How many paid claims have you had in the last 10 years?
4. Any open claims?
yes no
Please attach any available information on paid or open claims, i.e., open date, close date, amount paid, reserves, allegations, etc.
Property Information
1. Estimated replacement value of clinical/office equipment you own?
2. Estimated replacement value of clinical/office equipment you lease?
3. What year was/were the building(s) constructed?

4. Type of construction (select all that apply):

EXTERIOR: Frame (wood) Frame/brick cover Concrete (no wood) Steel/Metal siding Steel/sprayed masonry Steel/masonry Steel/all glass

FLOOR: Wood Steel & concrete Concrete

ROOF: Wood Wood with steel Steel only

5. Functional interior sprinkler system: yes no

6. Are you required to have flood insurance? yes no
7. Is there a body of water within 100 feet of your building? yes no
8. Closest fire station?
9. Closest fire hydrant?
Real Estate Information
1. How many floors in your building?
2. Total square feet of building?
3. Percentage of building you occupy:

4. If you own the building, is it owned under the same name as the practice?
yes no

If not, under what name is the building owned?

5. What is the current replacement value of the building?
Commercial Automobile
1. Number of automobiles registered in the name of the practice or group:
2. Please list year, make and model for each automobile:
year make model
3. Please list the social security/drivers license number for each driver.
Worker Compensation
1. Annual payroll (excluding officers and owners/shareholders):

2. Will you cover officers and owners in the worker's compensation plan? yes no

If incorporated, how many officers?
If not incorporated, how many owners?

3. Do you test employees for latex allergies? yes no

If employees test positive for latex allergy, do you supply non-latex gloves? yes no

Other Coverages

What else can we help you with?

Compliance Insurance ERISA bonds EPLI coverage
Financial planning/401(k) rollovers/pension-profit sharing plans
Individual or group life Insurance
Disability coverage (group or individual)
Homeowners, personal auto insurance, or other personal lines insurance
Employee benefits/Cafeteria plans
Umbrella coverage
Long-term care insurance (group or individual)