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AM Business Owners Package Renewal Survey

You are here: Home1 / AM Business Owners Package Renewal Survey

AM Business Owners Package Renewal Survey

"*" indicates required fields

We will also send a copy of your responses to this e-mail.

Liability

Do you have any new locations within the last 12 months?*
Do you use any subcontractors or pay anyone with a 1099?*
Have you secured certificates of insurance from all of your subcontractors showing at least the same workers compensation insurance limits as you carry?*
Do you require copies of certificates from all subs before they begin working?*
Does your company provide any group employee benefits such as group health, life, disability, or voluntary benefits?*
Does your company have a retirement or related employee benefits account that is subject to ERISA laws and compliance?*
Were there any safety or security incidents that occurred that need to be discussed with us?*
Do you believe your liability limits are adequate for your business risks?*

Commercial Property

Do you lease, own, or occupy any new locations?*
Has there been any significant change in the value of your buildings or business personal property?*
Have you acquired any new buildings, added any new structures, or acquired more business personal property?*
Do you have any new machinery, tools, or specialized equipment that needs to be insured?*
Are there high-value assets, mobile equipment or property stored on-site that need specific review?*
Has there been an upgrade to or replacement of major systems (specifically roofing, heating, plumbing, electrical)?*
Would you like to explore additional coverages like flood or earthquake insurance?*
Do you have a paid monitoring burglar alarm system?*
Do you use any burglary prevention systems (personally monitored video surveillance, local noise alarm, etc.)?*
Do you have a paid monitoring fire alarm system?*
Do you have any fire prevention systems (smoke alarms, fire extinguishers, sprinklers, etc.)?*

Other

Do you have or have you signed any new contracts requiring specific coverage endorsements, higher limits or special language?*
Do you own or lease any vehicles in the name of your business?*
Does anyone other than the owners handle funds, make deposits, or pay invoices for the company?*
Does your company have a board of directors, outside investors or employees with financial stake in the company?*
Do you want to discuss coverage options for claims related to discrimination, failure to comply with disability requirements, or harassment claims that could be made by clients, customers, vendors, competitors, and the general public?*
Do you want to discuss coverage options for information and data privacy and security risks, such as regulatory, network security, virus transmission, extortion, ransomware, computer fraud, invoice manipulation, social engineering, phishing scams, notification, credit monitoring, defense, and forensic costs?*
Do company owners currently have life insurance adequate to cover business expenses to close or sell the business in the event of death?*
Would you consider reviewing a few options for business owners, key employees, or buy-sell life policies?*

Our Mission

Our mission is simply stated, yet earnest. We provide families and business owners peace of mind by safeguarding their assets through risk management expertise. Our proven process ensures you understand your risk tolerance while feeling informed, educated, and protected.

How Can We Help?

Please do not include any sensitive personal information like your social security number here.

Wayzata

1907 Wayzata Blvd Ste 210,
Wayzata, MN 55391

Call or Text

952-930-3661

Hours

Mon. – Thurs.: 8:00 am – 4:30 pm
Friday 8:00 am – 2:00 pm

Coon Rapids

8960 Springbrook Drive, Suite 100
Coon Rapids, MN 55433

Call or Text

763-755-7000

Hours

Mon. – Thurs.: 8:00 am – 4:30 pm
Friday 8:00 am – 2:00 pm

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