Intake Checklists

Commercial Insurance Intake Checklists

One checklist per industry — everything you need to collect before submitting a commercial account. Fillable in-browser or print to PDF.

Free — No Email Required

GL · WC · Auto · Umbrella

General Contractor

Covers GCs, specialty trades, and subcontractors. Includes operations, subcontractor exposure, payroll by class code, and underwriting flags for common contractor risks.

Covers

→Business & license info
→Scope of work & revenue
→Employees & payroll by class
→Subcontractor costs & COIs
→Vehicles & equipment
→Prior insurance & loss history

Open Checklist →

GL · Liquor · Property · WC

Restaurant / Food Service

For restaurants, cafes, food trucks, and catering operations. Covers liquor liability, food spoilage, delivery exposure, and health inspection history.

Covers

→Seating capacity & hours
→Liquor sales percentage
→Delivery & catering ops
→Kitchen equipment value
→Health inspection record
→Employee count & payroll

Open Checklist →

GL · Property · Crime · WC

Retail Store

For brick-and-mortar retail, boutiques, and shops. Covers inventory value, slip-and-fall exposure, crime coverage needs, and lease requirements.

Covers

→Location & square footage
→Inventory value
→Annual gross sales
→Hours of operation
→Security measures
→Lease / landlord requirements

Open Checklist →

E&O · GL · Cyber

Professional Services

For accountants, consultants, real estate agents, and other licensed professionals. Covers E&O triggers, cyber exposure, and professional liability limits.

Covers

→Services rendered
→Annual billings / revenue
→Number of licensed staff
→Contract review process
→Prior E&O claims
→Cyber / data handling practices

Open Checklist →

Skip the Checklist Entirely

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