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Complimentary Audit
(201) 661-5000
Complimentary Audit
Complimentary Audit
Name
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Last
Position
Company
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What are company premiums & insurance costs: (SIR, GL, Auto, WC, D&O, XS & Prop.)?
*
select an option
Below $300,000
$300,000 - $749,999
$750,000 - $999,999
$1,000,000 - $2,999,999
$3,000,000 - $5,000,000
$5,000,000 +
Does the company have significant assets and/or liability exposure?
*
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Single Asset Service Provider
Multi-location Service Provider
Healthcare Network
Regional Technology/Product Producer
National Technology/Product Producer
Manufacturer, Distributer
Does the company rely on contracts for services/products?
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All Services/Products Done In-House
Some Use of 3rd Party Vendors
Mostly Use 3rd Party Vendors
Some Use of Ind. Contractors
Mostly Use Ind. Contractors
Outsourcing is Significant
How long has the company used the same broker and/or insurers?
*
select an option
Different Broker & Insurer Every Year
Same Broker, 10+ Insurers
Same Broker, 5-9 Insurers
Same Broker, 1-4 Insurers
Same Broker 2+ Years
Same Insurer, Same Broker 2+ Years
Does the company utilize a 3rd Party to review overall risk management?
*
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Reviewed By Non-Broker Ongoing
Reviewed By Non-Broker Annually
If Ever Reviewed By Non-Broker
Reviewed By 2+ Brokers Annually
Reviewed By Incumbent Broker
No Review of Risk By 3rd Party
Does the company have an in-house risk management expert?
*
select an option
Individual Focuses >90% of Time on Insurance
Individual Focuses >75% of Time on Insurance
Individual Focuses >60% of Time on Insurance
Individual Focuses >45% of Time on Insurance
Individual Focuses >30% of Time on Insurance
Individual Focuses <30% of Time on Insurance
Does the company require due diligence support for M&A activity?
*
select an option
M&A activity is not expected
M&A activity is doubtful
M&A activity is possible
M&A activity is likely
Light M&A activity is a certainty
Heavy M&A activity is a certainty
