01 · The Basics

Tell us about your company.

The basics to get started.

Have your paperwork handy?

Drop in your current policy, a renewal, or anything with your company's details — we'll fill in what we can, so you just review and tidy up.

Totally optional — you're welcome to skip this and fill the form in by hand.

Company Identity

Legal entity name *

Owner(s) *

Primary trade *

Email *

Phone

Physical address

FEIN

Website

Scale & Experience

Years in business

# of employees

Annual receipts

State(s) of operation

Current carrier

Quote needed by

Brief description of operations

02 · Operations

How is the work split?

Rough percentages are fine. Each group adds to 100%.

Contractor Role

General Contractor

Subcontractor (for a GC/Prime)

Trade contractor (direct to customer)

Total0%

Type of Work

New construction

Alterations / remodeling

Service / repair

Maintenance

Total0%

Customer Mix

Commercial

Residential

Industrial

Institutional

Total0%

03 · Fleet & Drivers

Your vehicles and drivers.

Add as many as you've got.

Vehicle Schedule

Driver Schedule

04 · The Work

A bit about the work itself.

Just so we know what you handle day to day.

Subcontracting

Do you subcontract work to others?

NoYes

Annual $ subcontracted

Written contracts required?

Risk-transfer protections in place

Hold-harmless in your favor Added as Additional Insured Subs carry ≥ $1M COIs before start

05 · Trade Detail

Specifics for your trade.

A few questions just for your line of work.

06 · Review

Take a quick look.

Tap any section to make a change, then send it over.

Supporting documents — optional

If you have them handy, attaching these now means fewer back-and-forth questions later: equipment / tool schedules, profit & loss statements, balance sheets, prior loss runs — anything you think we'll end up needing.

PDFs, images, or spreadsheets up to 5 MB each.

Once you send this, our team takes it from here.

Got it — thanks!

We've received your info and the team will be in touch soon.

REF · —