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Business Insurance Discovery
If handling live- Schedule Live Discovery Call first
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Discovery Intro Script
Intake Form
Company Name
(Required)
Email Address
(Required)
First Name
(Required)
Last Name
(Required)
What type of Business/Industry
(Required)
Healthcare
Financial Services
Construction
Landscape
Retail
Non-profit
Other
Do you have a website?
(Required)
Do you have a website?
(Required)
What type of insurance do you currently have (Select all that apply)
(Required)
None-New Company
General Liability
Property Insurance
Worker' Compensation
Commercial Auto
Professional Liability
Other
Select All
Do you have access to your Dec Pages?
If Yes, "Great! I'm going to text you a secure link where you can take a picture and send the documents to us safely" Text link: https://www.hta-insurance.com/individuals/hta-document-upload-commercial/
If No- "No problem. After our call, you’ll get an email with a secure link to send your documents and schedule an appointment with an advisor."
When was the last time you had a full insurance review?
What are your main concerns or areas where you feel you may need more coverage?
What type of business entity are you?
(Required)
Individual/Sole Proprietor
Partnership
Corporation
Limited Liability Company (LLC)
Non-Profit Organization
How many Owners are there?
(Required)
How many employees do you have?
(Required)
Do you own or lease your space?
(Required)
How many sq ft is your location?
(Required)
Is there anything else about your business you'd like to share with your advisor?
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