Commercial, Cyber & Life Risk Profile — Update / setup form (auth-only) for Insurance. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).
Operations, exposures, and specialty lines so we can match commercial, cyber, and life coverage to your needs.
What it collects (by section):
- Your business — Business Operations Summary [long text]; Years in Business [number]; Employee Count (approx.) [number]; Annual Revenue Band (est.) [dropdown: <$250k / $250-999k / $1-2.9M / $3-4.9M / $5M+]; Primary Location(s) for Business [long text]; Property Details (commercial) [long text].
- Exposures & contractors — Equipment / Tools Value Band [dropdown: <$25k / $25-99k / $100-249k / $250-499k / $500k+]; Business Interruption Exposure [dropdown: Same day / Within a week / Within a month / Minimal]; Contracts Requiring AI/COI [choice: Yes / No / Unsure]; Subcontractor Usage [dropdown: No / Occasionally / Frequently / Sub-dependent]; Subcontractor Insurance Requirements [multi-select: General liability / Workers' comp / Auto / Umbrella / COI on file / …].
- Cyber & data — Data/Security Controls Snapshot [multi-select: MFA for email / Endpoint protection / Regular backups / Vendor patching / Employee training / …]; PII/Payment Data Handled [multi-select: Payment cards / Bank info / SSNs/Gov IDs / Health data (limited) / None].
- Professional, health & life — Professional Services Provided [long text]; Health Plan Preference (high-level) [dropdown: Individual / Family / Small group / Medicare-related / Not sure]; Life Insurance Purpose [multi-select: Income protection / Debt coverage / Business/key person / Estate planning / Final expenses / …]; Estimated Coverage Amount (life) [dropdown: $100k / $250k / $500k / $1M / $2M+]; Beneficiary Info (names only) [long text].
Form type: Update / setup (up), auth-only. Niche: Insurance. Deployment: embed.
Best for / surface when: Insurance client workflow — commercial, cyber & life risk profile.