Category: Eating and Drinking Places Risk: Lunchrooms
GENERAL CLIENT INFORMATION
Account: ___________________________________________________________
Account Number: ____________________________________________________
Agency: ____________________________________________________________
Agency Number: _____________________________________________________
Producer: __________________________________________________________
Producer Number: ___________________________________________________
BUSINESS LEGAL NAME MAILING ADDRESS
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
Legal Entity:
___ Individual |
___ Corporation |
___ Partnership |
___ Joint Venture |
___ Sub-S Corp. |
___ Not for profit |
___ Limited Liability |
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SIC CODE(s) ___________________________________
FEDERAL ID NUMBER ____________________________
YEARS IN BUSINESS ___________________________
Number of years under present management: ___ years
Number of years experience of owner: ___ years
Number of years experience of manager: ___ years
Has the risk ever been involved in a bankruptcy procedure? ___ Yes ___ No
If yes, explain: _____________________________________________________
Names of subsidiary companies or joint ventures that are not part of this application:___________________________________________________
__________________________________________________________________
IMPORTANT PEOPLE |
NAME OF YOUR CONTACT |
PHONE NUMBER |
OWNER/PRINCIPAL |
____________________________ |
______________ |
OTHER DECISION MAKERS |
____________________________ |
______________ |
PLANT AND GROUNDS |
____________________________ |
______________ |
FINANCIAL |
____________________________ |
______________ |
LEGAL |
____________________________ |
______________ |
CLAIMS |
____________________________ |
______________ |
The applicant’s primary operations are:______________________________________
_____________________________________________________________________
_____________________________________________________________________
The applicant’s secondary and incidental operations are:________________________
_____________________________________________________________________
_____________________________________________________________________
The applicant used to be involved in the following operations but they have been discontinued:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
The hours of operation are: _____________________________________________
Number of days the business is open per week: _______________
Is this a seasonal operation? ___ Yes ___ No
What is the season? From _____________ To _____________
Does the applicant have a safety program? ___Yes ___No
Name of safety director: ____________________________________________
Phone number of safety director:_________________________________
Attach copy of safety program.
Does the applicant have a disaster plan?_______
Name of disaster coordinator:_________________________________
Phone number of disaster coordinator:________________________
Attach a copy of the disaster plan.
Clientele Age: ___ 18-25 ___ 25-35 ___ 35-50 ___ Over 50 Years
Clientele Origin: ___ Families ___ Business/Professional
___ Students ___ Military ___ Other ________
Remarks:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
Does the establishment specialize in certain foods or drinks? ___ Yes ___ No
If yes, explain: ________________________________________________
Does the establishment draw its customers primarily from the immediate area? ___ Yes ___ No
If yes, explain: ________________________________________________
Is the establishment located in a shopping center? ___ Yes ___ No
What are the gross sales for past 3 years? _________________
20 ____ Food $ _______________ Liquor $ _______________
20 ____ Food $ _______________ Liquor $ _______________
20 ____ Food $ _______________ Liquor $ _______________
Are there operations away from the premises such as catering? ___ Yes ___ No
If yes, explain: ________________________________________________ |