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RIZO fillable Quote Information Sheet _ Commercial BOP

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Commercial General Liability Insurance Quote

Complete Business Name:

Date Business Started:

FEIN (EMPLOYER TAX ID #):

Address:

CITY, STATE, ZIP:

Contact Person Name:

Email:

Phone:

Website:

Detailed Description of Operations:

Annual Sales (anticipated next 12 months):

Owner Name(s):

Owner Annual Payroll:

# OF FULL TIME EMPLOYEES

& Annual Payroll

# OF PART TIME EMPLOYEES

& Annual Payroll

Dollar Amount Value of Business Property to Insure?

Description of Business Property to Insure:

TOTAL SQUARE FOOTAGE TO BE OCCUPIED:

If the building is older than 15 years, have THE ROOF, PLUMBING, ELECTRICAL, and HVAC been updated or replaced?

IS THERE A SPRINKLER SYSTEM INSTALLED?

What percentage of building?

Is there a monitored Burglar/Fire Alarm installed?

Monitoring Company:

RIZO Commercial GL Quote Information Sheet fillable-DESKTOP-JN4T2C5

Free Text

Commercial General Liability Insurance Quote

Complete Business Name:

Date Business Started:

FEIN (EMPLOYER TAX ID #):

Mailing Address:

CITY, STATE, ZIP:

Is this a home-based business?

Contact Person Name:

Email:

Phone:

Website:

Detailed Description of Operations:

Annual Gross Revenue (anticipated next 12 months):

Owner Name(s):

Owner Annual Payroll:

# OF FULL TIME EMPLOYEES

& Annual Payroll

# OF PART TIME EMPLOYEES

& Annual Payroll

Do you use Subcontractors (1099s)?

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IF CLIENT NEEDS BUILDING OR EQUIPMENT/TOOLS COVERAGE, COMPLETE BELOW:

Dollar Amount Value of Business Property to Insure?

Description of Business Property to Insure:

TOTAL SQUARE FOOTAGE TO BE OCCUPIED:

If the building is older than 15 years, have THE ROOF, PLUMBING, ELECTRICAL, and HVAC been updated or replaced?

IS THERE A SPRINKLER SYSTEM INSTALLED?

What percentage of building?

Is there a monitored Burglar/Fire Alarm installed?

Monitoring Company:

Free Text

If my underwriters need anything else, I’ll let you know. The sooner you can get me this info, the sooner I can start pricing it around.

RIZO Commercial FILLABLE INLAND MARINE info sheet

Free Text

Commercial General Liability Insurance Quote

Complete Business Name:

Date Business Started:

FEIN (EMPLOYER TAX ID #):

Mailing Address:

CITY, STATE, ZIP:

Is this a home-based business?

Contact Person Name:

Email:

Phone:

Website:

DETAILED Description of Operations (be as detailed as possible):

Annual Gross Revenue (anticipated next 12 months):

Owner Name(s):

Owner Annual Payroll:

Total Dollar Amount Value of Business Property to Insure?

Value and Description of the HIGHEST VALUED SINGLE PIECE of Equipment:

DETAILED Description of Business Property to Insure (be as detailed as possible):

Address where Business Property is kept (including City, State, Zip):

TOTAL SQUARE FOOTAGE TO BE OCCUPIED:

If the building is older than 15 years, have THE ROOF, PLUMBING, ELECTRICAL, and HVAC been updated or replaced?

IS THERE A SPRINKLER SYSTEM INSTALLED?

What percentage of building?

Is there a monitored Burglar/Fire Alarm installed?

Monitoring Company:

Free Text

If my underwriters need anything else, I’ll let you know. The sooner you can get me this info, the sooner I can start pricing it around.

RIZO fillable Quote Information Sheet _ Workers Comp

RIZO Commercial Auto Quote Information Sheet (1)

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Commercial Auto Insurance Quote

Complete Business Name:

Date Business Started:

FEIN (EMPLOYER TAX ID #):

Address:

CITY, STATE, ZIP:

Contact Person Name:

Email:

Phone:

Website:

Detailed Description of Operations:

Owner Name(s):

DOB:

Phone #:

Owner Address:

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Vehicle(s):

VIN: Year Make Model Full Coverage (Yes/No)

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Driver(s):

First, Last Name DOB: DL #

Experience Modification Factor (Exp Mod) if known:

Current Coverage Liability Limits: Limits Needed:

1380 Pantheon Way #200,

San Antonio, TX 78232

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RIZO fillable Quote Information Sheet _ Commercial BOP

RIZO Commercial GL Quote Information Sheet fillable-DESKTOP-JN4T2C5

RIZO Commercial FILLABLE INLAND MARINE info sheet

RIZO fillable Quote Information Sheet _ Workers Comp

RIZO Commercial Auto Quote Information Sheet (1)

1380 Pantheon Way #200,

﻿San Antonio, TX 78232

San Antonio, TX 78232