October 2007, Volume 10
Return to main screen

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    

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: ________________________________________________