Commercial, Cyber & Life Risk Profile — Update / setup form (auth-only) for Insurance. Standalone version — a hosted mini landing page (an embeddable twin is also available).
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: standalone.
Best for / surface when: Insurance client workflow — commercial, cyber & life risk profile.