Complimentary Evaluation

No-Obligation Review

PremierSource offers a complimentary initial review of risk management programs and strategies. This review and evaluation offers insights for employers as to potential vulnerabilities and areas for increased efficiency in their current risk management programs.

Items typically required to perform the evaluation include:

GENERAL LIABILITY

  • Projected sales for the next 12 months
  • Historical sales and corresponding premiums for past 5 years
  • Brochures
  • Description of operations
  • Named insured list with percentage of ownership
  • Most recently audited financials
  • Copy of currently valued loss runs (5 years) and current policies

AUTO

  • Updated schedule of vehicles ( cost new, VIN #, GVW )
  • Driver information (Name, DL#, DOB )
  • Description of what autos are used for
  • Radius of vehicles
  • Copy of currently valued loss runs (5 years) and current policies

WORKERS’ COMPENSATION

  • Experience modifier worksheet
  • Projected payroll by classification code and state
  • Number of employees by location
  • Payroll history and premium history last 5 years
  • Copy of safety manual
  • Copy of currently valued loss runs (5 years) and current policies

PROPERTY

  • Physical address for each location including square footage, year built, sprinklered, alarmed, number of stories
  • Type of construction for each building
  • Schedule of properties with building values (if responsibility to insure) as well as values for personal property, EDP, inventory, raw materials
  • Business interruption/Extra expense values
  • Schedule and values for contractor equipment (i.e. fork lifts, cherry pickers, etc.)
  • Premium history last 5 years
  • Copy of currently valued loss runs (5 years) and current policies

UMBRELLA

  • Limit
  • Expiring premium
  • Copy of currently valued loss runs (5 years) and current policies

If you are interested in hearing more about our programs, please let us know of a couple of dates that are convenient for you and we will be happy to schedule an on-site appointment.

> CLICK HERE TO SCHEDULE AN APPOINTMENT