CL Renewal Form
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" indicates required fields
Business Name
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Full Name:
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First
Last
Phone Number:
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Email Address:
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Mailing/Correspondence Address:
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Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Are there any significant changes in your business operation in the last 12 months? (Merger/Acquisition, New lines of business, new categories of operation, etc.)
How many W-2 employees does your team currently have?
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What is your projected total W-2 payroll for the upcoming 12 months?
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What is your projected gross revenue for the upcoming 12 months?
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What is your projected total paid to subcontractors or 1099 team members for the upcoming 12 months? (if applicable)
If you have acquired any new property, added locations, or made other changes that effect your insurance needs, please detail them here.
We maintain an extensive network of local professionals to help our clients with many potential needs. Please check any box below for any service you'd like a personal introduction to one of our Channel Partners in that area.
Health or Life Insurance Agent
Financial Advisor
C.P.A. or Accountant
Bookkeeping Service
Attorney (all categories)
Commercial Lender
Commercial Real Estate Agent Commercial Property Manager
Banker
Hard / Private Money Lender Mortgage lender
Residential Real Estate Agent Residential Property Manager
Roofer
Construction / Home Builder Handyman / Routine Housework Automobile Sales
Automobile Service / Repair
Moving Company
Landscaper
Electrician
Plumber
Heating and A/C Service / Repair
Pool Service / Repair
Pest Control / Exterminator
Marketing agency
Physician (All Specialties)
Dentist
Chiropractor
Physical Therapist
Computer Service / Repair
Web Design / SEO Consulting
Do your renewal policies need to be submitted to L&I?
Do we need to add any additional insured's to your policy? (Bank, landlord, new contracts, etc)
My business is built on referrals. What businessowners do you know that could benefit from my help?
Is there anything else that we need to know now to make sure your insurance program is exactly what you need?
You may upload up to 3 files to us, if necessary.
Drop files here or
Select files
Max. file size: 100 MB, Max. files: 3.
Signature
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