Renewal and Check-Up Worksheet

Please provide or confirm the formal name of your business*

What is your email address?*

example@example.com

Please provide or confirm your cell phone*

Area CodeCell Phone Number

Please provide or confirm your name*

First NameLast Name

Your company's coverage check-up or pre-renewal worksheet is vital to you receiving the lowest costs and the right coverage.

This entire process will take less than three minutes.

After completing the worksheet, please hit the SUBMIT button at the bottom.

Let's get started...

What do you project your company's sales or rental income will be for the next twelve months?*

Without including the owner's earnings, what do you estimate the company's total direct W2 payroll expense will be for the next twelve months by state?

How many employees does the company currently have by state?

Do your employees currently receive employer paid Health Insurance?*

NoYes

Going into the approaching policy term, what limit should apply to cover all of your company's business office equipment, computer & phone systems, & inventory - if there were to be a total disaster*

This section requires that you mark one of the boxes for each kind of loss coverage

Not sure what the coverage types below mean? Click "I care about this" and we'll explain it to you in easy to understand terms.

Please mark each of the following rows as you see fit. A response is required on every line*

	I don't care about this	I care about this
Business Liability Protection
Owned or Non-Owned Autos
Business Property & Equipment
Business Interruption Coverage
Pandemic Related Coverage
Pollution Liability Protection
Product Recall Coverage
Errors & Omissions Liability
Workers' Compensation
Director's & Officers (Mismanagement) Protection
EPLI, Discrimination, Wrongful Termination Protection
Crime - Employee Theft - Embezzlement Protection
Cyber Crime - Cyber Security Data Breach Protection
International or Foreign Liability Protection
Flood Protection
Earthquake Protection
Wind Protection
Group Health, Group Benefits, Dental or Vision Plans
Key Person Life or Disability Protection
Artificial Intelligence Usage Protection

As a matter of practice, any time you expand or change your business, acquire equipment, vehicles, or locations, dispose of equipment, close a location, or enter into leases or other contracts, it's a good idea to have a conversation with us. We are consultative advisors, it does not cost you anything to ask us for feedback, we are your UWIB Service Team. (and for tax or legal matters, we encourage you to speak with your CPA and your Attorney).

Business Coverage Check-Up & Renewal Worksheet

This entire process will take less than three minutes.