Commercial Lines Real-Time Quote Savings Calculator

Include time spent on dual entry i.e. time to re-enter the information into multiple portals and input information emailed by insurers into your BMS.

1) Broker Client Code ID

2) Insured ID

3) Full Name of Insured or Principal(s)

4) Postal Address - Street Line 1

5) Postal Address - Street Line 2

6) Postal Address - Street Line 2 (Optional)

7) Postal Address - City

8) Postal Address - Province

9) Postal Address - Postal Code

10) Insured's Website

11) Insured's Email

12) Descriptions of Business Operations

1) Line of Business

2) Policy Effective Date

3) Policy Expiry Date

4) Insurance Company Code

5) Location ID (document ID only)

6) Postal Address – Street Line 1

7) Postal Address – Street Line 2

8) Postal Address – City

9) Postal Address – Province

10) Postal Address – Postal Code

11) Location ID Reference

12) Occupancy- Tenant or Owner

13) Quote: Number of Mortgagees Bind: Name(s) and Address of Mortgagees

14) Year Built

15) Number of Stories excluding basement

16) Building Type- Detached, Strip Plaza, Enclosed Mall, Industrial Mall etc.

17) Area Occupied by Insured/Size of Business Space- amount and unit

18) Construction Type: Select- Fire Resistive, Masonry, Masonry Non-Combustible, Masonry Veneer, Non-Combustible, and Frame and other

19) Fully Sprinklered? YES/NO.

20) Fire Protection- Protected, Semi-Protected, Unprotected

21) Building Improvements Year- Heating, Pluming, Electical, Roof

1) Has risk’s insurance been cancelled or non-renewed in the last 5 years?

2) Any Claims in the last 5 years? If yes, number of.

3) Type of Loss

4) Loss Description

5) Loss Amount Paid

6) Loss Status

7) Loss Date

8) Burglar Alarm System. YES/NO. If yes, select- Central Station, Local Alarm, Monitored, Other (Free Form)

1) Coverage Code

2) Coverage Description

3) Limit

4) Deductible

5) Coinsurance Percentage

6) Annual Receipts

7) U.S / Foreign Sales (amount)

8) Business Start Date

9) Related prior experience (number of years)