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Business Insurance Advisors – Review Request Form

Thank you for considering Business Insurance Advisors. We promise to review your insurance program carefully and independently. Our first step is to understand your business, your current coverage, and your concerns. This allows us to provide sincere, unbiased guidance tailored to your priorities and goals.

Please complete the information below. We only request what’s essential to begin your insurance review.

Business Information:

Full Legal Business Name

DBA (if applicable)

Website (if applicable)

Contact Information:

First Name (required)

Last Name (required)

Email (required)

Business Phone Number (required)

Mobile Number (optional)

Mailing Address:

Address Line 1

City

State

Zip Code

Is mailing address the same as physical address?

About Your Business:

Please provide a detail description of what your business does.

Your Current Insurance Experience:

What concerns do you have about your current insurance agency or program? (Select all that apply)

Please describe in more detail what led you to explore new insurance options.

Current Program & Information:

To help us provide the right level of support, please share details about your current insurance program:

- Upload your current policies

- Upload contracts with insurance sections your business is signing

- Upload certificates of insurance from subcontractors or tenants (if applicable) This information allows us to review your coverage, obligations, and exposures so we can provide independent, commission-free guidance tailored to your business needs.

Upload Your Policy

Next Steps:

Our process does not involve competing quotes. Instead, we focus on:

- Reviewing your current policies for gaps, overlaps, or unnecessary costs

- Analyzing insurance requirements in contracts or leases

- Monitoring certificates of insurance for compliance

- Supporting audits and replacement cost reviews By gathering this information upfront, we can ensure our recommendations reflect your operations, risk tolerance, and long-term goals. We look forward to helping you gain clarity and confidence in your insurance program.