Professional Information
Business/Professional Name *
Business Structure *
Select Type
Individual/Sole Practitioner
Sole Proprietorship
Partnership
LLC
LLP
Professional Corporation (PC)
Corporation
Year Practice/Business Started *
Primary Profession/Industry *
Select Profession
Physician
Dentist
Nurse Practitioner
Therapist/Counselor
Chiropractor
Veterinarian
Pharmacist
Other Healthcare
Attorney/Lawyer
Accountant/CPA
Financial Advisor
Insurance Agent/Broker
Real Estate Agent
Mortgage Broker
Notary Public
IT Consultant
Software Developer
Web Designer/Developer
Data Analyst
Cybersecurity Consultant
Tech Support/MSP
Architect
Engineer
Land Surveyor
Interior Designer
Graphic Designer
Management Consultant
HR Consultant
Marketing Consultant
Business Coach
Professional Trainer
Recruiter/Staffing
Educator/Teacher
Fitness Instructor/Trainer
Beauty/Aesthetics Professional
Photographer/Videographer
Event Planner
Other Professional Service
Detailed Description of Professional Services *
Professional Credentials
Professional Licenses/Certifications
Primary License Number
License State
Select State
Ohio
Pennsylvania
Michigan
Indiana
West Virginia
Kentucky
Multiple States
Years of Professional Experience *
Professional Associations/Memberships
Business Operations
Annual Gross Revenue *
Select Range
Under $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1 Million
$1M - $2.5M
$2.5M - $5M
$5M - $10M
Over $10M
Number of Professionals *
Select
1 (Solo)
2-5
6-10
11-25
26-50
51-100
Over 100
Total Employees (including support staff)
Approximate Number of Clients/Year
Largest Client/Project Value
Average Project/Client Value
Service Details & Risk Factors
Coverage Requirements
Per Claim Limit *
Select Limit
$100,000
$250,000
$500,000
$1,000,000
$2,000,000
$3,000,000
$5,000,000
$10,000,000
Aggregate Limit *
Select Limit
$100,000
$250,000
$500,000
$1,000,000
$2,000,000
$3,000,000
$5,000,000
$10,000,000
Deductible *
Select Amount
$0
$1,000
$2,500
$5,000
$10,000
$25,000
Retroactive Date Required?
Select Option
Full Prior Acts
Policy Inception Date
Specific Date
No Retroactive Coverage
Claims & Risk History
Contact Information
Contact Name *
Title/Position *
Email Address *
Phone Number *
Current E&O Carrier (if any)
Current Policy Expiration
Additional Information