Business Annual Review Life is Risky. RiskWell. Complete the form below to provide updated information about your business and anticipated performance metrics. You can also schedule a renewal conversation by using the button below. Schedule A Renewal Consultation Your Name* First Last Your business legal name (and DBA, if applicable) Your Preferred Phone Number*Your Preferred Email Address* Your Mailing/Correspondence Address* Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Are there any significant changes in your business operation since we last spoke? (Merger/Acquisition, New lines of business, new categories of operation, etc.)Are there any pending or potential claims situations you are currently aware of?How many W-2 employees does your team currently have?*What is your projected gross revenue for the upcoming 12 months?* What is your projected total W-2 payroll for the upcoming 12 months?* What is your projected total paid to subcontractors or 1099 team members for the upcoming 12 months?* 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 Chirocractor Physical Therapist Computer Service / Repair Web Design / SEO Consulting 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: 98 MB. EmailThis field is for validation purposes and should be left unchanged.
