About this template
Gathering comprehensive information from business owners is the foundation of issuing accurate commercial insurance quotes and underwriting policies correctly. This Commercial Insurance Questionnaire template streamlines the data collection process, allowing insurance agents, brokers, and risk assessors to capture essential business details, operational histories, payroll figures, and specific coverage needs in a single, structured submission.
Instead of managing endless email threads or disjointed PDFs, use Doc2Form to instantly convert this questionnaire into an organized Google Form. It collects everything from general liability and property coverage statuses to annual revenues and sub-contractor usage details. This ensures your team has all the necessary data points upfront to evaluate risk profiles, determine accurate premiums, and deliver custom insurance proposals faster.
Key features
- Capture complete business and legal entity details in one submission
- Collect payroll, gross revenue, and employee count data securely
- Evaluate property, general liability, and professional risk factors
- Review current policy expiration dates and claims history
- Standardize underwriting intake for faster quote turnaround
Use cases
- Onboarding new commercial property and casualty insurance clients
- Annual policy renewals and risk assessment updates
- Gathering underwriting data for multi-line business owner policies (BOP)
- Collecting contractor and sub-contractor safety and payroll metrics
What this form collects
- Applicant Name (Short answer)Enter the full name of the business owner or authorized representative.
- Email Address (Short answer)Provide a primary email address for quote follow-up and policy documents.
- Contact Number (Short answer)Enter your direct phone number.
- Business Address (Paragraph)Enter the primary physical location of your business operations.
- Company Name (Short answer)Enter the legal business name and DBA if applicable.
- Legal Entity Type (Dropdown)Select your business structure.
- Business Established Date (Date)Select the date when business operations officially began.
- FEIN (Federal Employer Identification Number) (Short answer)Enter your 9-digit federal tax ID.
- SIC Code or Industry Classification (Short answer)Enter your Standard Industrial Classification code if known.
- Business Description Details (Paragraph)Describe your primary business activities, products sold, or services rendered.
- Gross Annual Payroll ($) (Short answer)Estimate total annual payroll for all employees.
- Gross Annual Revenue ($) (Short answer)Estimate gross annual sales or revenue for the upcoming year.
- Insurance Coverage Requested (Checkboxes)Select all insurance coverages you are currently applying for.
- Current Insurance Carrier (Short answer)Name your current insurance provider, or write 'None'.
- Current Policy Expiration Date (Date)Select the expiration date of your current policy.
- Desired New Policy Effective Date (Date)Select when you would like the new insurance policy to begin.
- Building Construction Type (Dropdown)Select the primary construction type of your commercial building.
- Year Built and Renovated (Short answer)Enter the year the building was constructed and any major renovation years.
- Building Property Value ($) (Short answer)Enter the estimated replacement cost value of the building structure.
- Personal Property Value ($) (Short answer)Enter the value of business contents, inventory, furniture, and equipment.
- Desired General Liability Amount ($) (Dropdown)Select your desired general liability per occurrence limit.
- Formal Safety Plan Status (Multiple choice)Does your business maintain a formal written safety and risk management plan?
- Independent Contractors and Subcontractors (Multiple choice)Do you hire independent contractors or subcontractors for your operations?
- Percentage of Fees Paid to Subcontractors (Short answer)If applicable, enter the approximate percentage of gross fees paid to subs.
- Number of Employees and Contractors (Paragraph)Enter the total number of full-time employees, part-time employees, and active independent contractors.
- Additional Risk Notes or Comments (Paragraph)Provide any extra details regarding past claims, specialized operations, or unique risk exposures.
FAQ
What kind of business data does this questionnaire collect?
It collects essential underwriting details including legal entity structure, FEIN, SIC codes, annual revenue, gross payroll, employee counts, current insurance carrier history, and specific coverage requests for property, general liability, and professional services.
How can I share this questionnaire with business owners?
Once generated into a Google Form, you can easily share the questionnaire via direct link, embed it on your agency website, or email it directly to clients preparing for policy renewals.
Can I customize the insurance questions to match specific policy lines?
Yes. Since the form is built natively in Google Forms, you can effortlessly add, remove, or modify sections to suit specialty coverages like workers' compensation, cyber liability, or commercial auto.
Is this template suitable for independent insurance agents and brokers?
Absolutely. It is designed specifically for insurance professionals who want to eliminate manual paperwork and streamline their client intake workflow.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.