BDI Insurance: Key Policy Review for Smart Choices

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Client Information
Name*
First
Last
Email*
Phone Number
What insurance do you currently have with us?*
- Personal Insurance
- Business Insurance
Home Address*
Street Address
Address Line 2
City
State
ZIP Code
Company Name*
Company Address*
Street Address
Address Line 2
City
State
ZIP Code
Total Annual Sales*
Total Number of Employees*

Your Business Structure
Please think back over the last year when answering these questions.
Have you changed the ownership structure of your business?*
- Yes
- No
Have you added new or changed your existing operations and/or products?*
- Yes
- No
Have you begun to buy supplies or sell your products overseas?*
- Yes
- No
Are you operating out of any new locations or have you closed locations?*
- Yes
- No
Please explain any changes to your business structure.
Please do not include sensitive, private information in this area.

Your Personal Liability
Please think back over the last year when answering these questions.
Have you acquired, leased or sold a building, business property and/or equipment?*
- Yes
- No
Have there been any improvements and/or significant alterations to your building?*
- Yes
- No
Has your Inventory level changed significantly?*
- Yes
- No
Have you purchased, leased or sold any Vehicles?*
- Yes
- No
Please explain any changes to your personal liability.
Please do not include sensitive, private information in this area.

Your Income Protection
Please think back over the last year when answering these questions.
Have your Businesses revenues changed by more than 10% since last year?*
- Yes
- No
Do you rely on a single supplier for more than 50% of your materials?*
- Yes
- No
Do you rely on a single buyer for more than 50% of your sales?*
- Yes
- No
Please explain any changes to your income protection.
Please do not include sensitive, private information in this area.

Additional Protection
Would you like to discuss any additional insurance protection with us?*
- Yes
- No
Confirmation
Your initials*

Comprehensive Guide to Effective Policy Review Processes