Group information form 2026

1. Click ‘Get Form’ to open the group information form in the editor.
2. Begin by filling out the 'General Information' section. Enter whether the customer has current coverage, effective dates, and details about their current carrier and premium.
3. Complete the customer and contact information fields, including name, address, phone numbers, and email address. Ensure accuracy for seamless communication.
4. Indicate the business type by selecting from options such as Sole Proprietor or Corporation. Provide details on direct employees and years of experience for managers/owners.
5. In the 'Workers’ Compensation' section, specify limits required and number of employees. Answer questions regarding subcontractors as needed.
6. Continue through sections for General Liability, Equipment, Auto, Property, and Umbrella insurance. Fill in all relevant fields accurately to ensure comprehensive coverage.

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