In order to get a good overview of your operations we ask for your help in completing the information below. If you do not have all information available to you to complete each section, please complete what you can and submit for our review. For those areas that ask for vehicle information, driver information, etc., please feel free to fax a copy of the information to our office at 610-373-9708. In addition, we will at some point need loss runs from your current insurance company. If those are available to you at the current time please fax them to us. Thanks for your assistance in providing us with this information. We look forward to talking to you.
 
Contact Name (Required):
Contact Phone Number (Required):
Email Address (Required):
 
 
Mailing Address:
City:
State:
ZIP:
Entity Name:
Location Address:
City:
State:
ZIP:
 
General Information
Projected Revenues for the next 12 months:FEIN Number:Year Estiblished:
Current Insurance Company:Renewal Date:
If start-up, please list business experience:
Franchise Designation:
 
Current Annual Premium (by line of coverage):
Package (Liability/Property):
Auto:
Workers Compensation:
Umbrella:
Other:
 
Workers Compensation
Estimated Payroll
StateCodePayroll
Example: MinnesotaExample: 8810 (office)Example: $30,000
Number of Employees:Max value of customer property in your care:
% of Residential work:% of Commercial work:
% of work subbed out:Workers Comp for owners:
 
Auto Fleet List
YearMakeModelVIN
 
Driver List
Driver NameStateLicense NumberDOB
 
Property
Building:Building Limit:Contents Limit:
Construction Type:
Square Footage:Year Built:
Sprinklers?Alarm System?Smoke Detectors?
 
Umbrella
Do you carry an umbrella policy?Umbrella Limit:
 
Loss Prevention
Does your current broker help with your safety meetings?
If Yes, what type of loss prevention has he put in place?
Do you hold safety meetings at least once a month?
 



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The Loomis Company | 850 N Park Rd | Wyomissing, PA 19610 | 610.374.4040