Restaurant accounts are among the most information-dense commercial submissions. Food vs. alcohol revenue split, hood cleaning frequency, liquor license type, seating capacity, delivery operations, prior health inspection issues — underwriters need all of it. Collecting this by phone or email costs agents 60–90 minutes per account. AgencyAssist captures every restaurant-specific field in a structured digital intake your clients complete on their own time.
GL & Liquor Liability
→Annual gross sales — food revenue vs. alcohol revenue split
→Liquor license type (beer & wine, full liquor, entertainment)
→Hours of operation and late-night service
→Delivery operations — in-house drivers vs third-party apps
→Prior slip-and-fall or liquor liability claims
Property
→Building construction type and year built
→Hood and suppression system — type and last inspection date
→Grease trap cleaning schedule
→Fire suppression in kitchen — Ansul or equivalent
→Square footage and replacement cost value
Workers Comp
→Number of full-time vs part-time employees
→Payroll split: kitchen staff, servers, management
→Tipped employee classification
→Prior WC claims in last 5 years
→Send the restaurant owner a branded link — they fill it out between lunch and dinner service
→Restaurant template captures food/alcohol split, hood info, delivery operations, and liquor license type
→ACORD 125 and 126 auto-generated from intake — no re-keying revenue, seating, or operations
→Liquor liability intake captures sales breakdown and prior claims for that coverage line specifically
→Property intake flags missing hood inspection dates before you submit
→Renewal pre-fill updates annual sales, employee count, and coverage changes year over year