IMPORTANT: To ensure that all data is Preview on Page 1

IMPORTANT: To ensure that all data is 2026

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How to use or fill out the Commercial Client Questionnaire

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  1. Start by saving a copy of the questionnaire to your computer to ensure all data is saved properly.
  2. Open the form in our editor. Begin with the 'General Information' section, filling in your business name, entity type, and primary contact details.
  3. Continue by providing your mailing address, FEIN, and other relevant information such as annual sales and number of employees.
  4. Move on to 'Primary Location Information.' Fill in the location address, year built, square footage, and any additional property details requested.
  5. In the 'Workers Compensation Information' section, list all states where employees work along with their duties and employment status.
  6. Complete sections on employee travel and past losses by detailing any relevant information as prompted in each field.

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