What Info is Needed for a Commercial Insurance Quote?

Are you looking for a quote on your small business insurance needs? If so, there are certain bits of information an agency like Kincaid Insurance will need from you. This may vary based on coverage type, but in general, most quotes will require you to gather the following:

General Information

• Policy Effective Date

About the Business Owner

• First and Last Name

• Address

• Date of Birth

• Social Security Number

• Phone Number

• Email Address

About Your Business

• Federal ID #

• Receipts

• Web Address

• Year Business Started

• Entity Type (LLC, Sole Proprietorship, Partnership, S Corp, C Corp, etc)

• Ownership Information (Name of Owner, Corp. Officers, Partners)

• Payroll Information by Job Description

• # of Employees

• Employee Breakdown by Job Description

• Business Description

• List of Carriers for Last 3 Years

• Copy of Current Policy & at Least 3 Years of Loss Runs

• MOD# (If Trucking / Transportation Company)

Once you’ve gathered this information, feel free to contact us to initiate the quoting process for your small business insurance needs.