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Home  »  Insurance Renewal Kickoff Questionnaire

Insurance Renewal Kickoff Questionnaire

Thanks so much for making the time to complete the below renewal kickoff questionnaire. It's an important and required step in our renewal process to ensure we continue to secure the best and right coverage for you! If you have any questions while working through the questionnaire please reach out to your dedicated ALIGNED Advocate as they would be happy to assist or walk through it together!

Your ALIGNED client code can be found on any invoice, it should be at the start of the subject line in most emails and/or feel free to ask your Advocate.
Apologies, as we obviously have your email address, but just want to make sure it remains the right/most preferred one!
Apologies again as we have a phone number on file, but want to make sure it is most up to date and best one to reach you at if needed.
3. Are any changes needed to the named insured(s) on any of your insurance policies?(Required)
Named insured means the legal entity, your personal and/or doing business as name the insurance is in place to cover. Note your policy only covers the named insured(s) as defined by the policy so ensuring accuracy on this is critical.
*please note that any change requested here is not effective immediately and will need to be approved by your insurance company and formally confirmed by your Advocate via revised documentation or email confirmation.
4. Have there been any changes or updates to your operations, risk, sources of revenue, products, services etc. that we aren't or may not be aware of?(Required)
Insurance only applies to operations that were disclosed and underwritten for when the policy was placed or as endorsed for throughout the policy period so please share as much info as possible.
We want to know about everything you would like to share so don't hold back! Kindly also note that changes noted here aren't automatically covered as underwriter approval is required and your Advocate will work with you directly on this.
Please enter $ amount or $0 if this is a new venture
9. Have there been any or will there be any changes to the location(s) or physical assets (at any location) that need to be insured in the coming months?(Required)
E.g. Moving locations, additional location, renovations planned or material changes to equipment, inventory, contents, IT hardware or any other physical assets that are or that you would like insured. Kindly note only physical assets that fall within the limits that are on a property policy are insured unless the policy is formally changed.
Kindly note that changes shared here aren't automatically covered as underwriter approval is required and your Advocate will work with you directly on this.
10. Have you experienced any insurance claims or are you aware of any circumstance that could give rise to a claim that haven't previously been reported to your ALIGNED Insurance Advocate or that we should be aware of?(Required)
Full transparency on any/all claims or circumstances that could give rise to a claim is key to ensuring we are able to provide appropriate claims advocacy, guide you on reporting requirements and to ensuring the best possible renewal experience/outcome for you.
Your Advocate will review your response and will be in touch specifically on this asap.
11. Are you interested in learning more about, getting a quote or higher limits for any of following insurance products ALIGNED Insurance offers?(Required)
Please click any/all of the above that you would like to learn more aboute or receive a quote for. Kindly note that Cyber & D&O Liabillity are two of the most popular additional products we offer.

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  • About Us
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  • Why Work With Us?
  • Business Insurance Products
    • Commercial General Liability
    • Professional Liability Insurance
    • Commercial Property Insurance
    • Commercial Auto Insurance
    • Small Business Insurance
    • Cyber Insurance
    • Directors & Officers Liability Insurance
    • Ocean Marine Insurance
    • Equipment Breakdown Insurance
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