Jewelry Store Questionnaire (Excerpted)
GENERAL INFORMATION
When did the applicant start business operations? ___________________________________________
When did the present management assume control? _________________________________________
How many years’ experience does the owner have in this type of business? _______________________
| Important People |
Name |
Phone Number |
| Owner/Principal |
____________________________ |
______________ |
| Other Decision Makers |
____________________________ |
______________ |
| Plant and Grounds |
____________________________ |
______________ |
| Financial |
____________________________ |
______________ |
| Legal |
____________________________ |
______________ |
| Claims |
____________________________ |
______________ |
The applicant’s primary operations are:
____________________________________________________________________________________
____________________________________________________________________________________
Does the establishment draw its customers primarily from the immediate area? ___ Yes ___ No
PROPERTY – INVENTORY
Stock valuation is selling price less discounts and costs that the named insured would not incur if the stock were damaged or lost.
Note: The amount of stock on hand may vary significantly from month to month. In that case, use the highest monthly value as the starting point and consider using a reporting form.
Does the applicant use its own vehicles to transport goods? ___ Yes ___ No
Describe alarms on those vehicles and attach copies of their certificates.
Are goods kept in a locked compartment within the vehicle at all times? ___ Yes ___ No
Do employees transport the applicant's goods in their own vehicles? ___ Yes ___ No
