Simplify workers' compensation insurance applications with our comprehensive intake form. Perfect for insurance agents and brokers helping businesses secure required workers' comp coverage.

Business name, address, phone, and contact information
All required business licenses and permits
EIN or SSN for tax identification
Corporation, LLC, partnership, or sole proprietorship
Detailed description of business operations and services
All business locations and addresses
Seasonal variations in business operations and staffing
Contract work and project-based operations
Total number of full-time and part-time employees
Employee classification codes based on job duties
List of employees with job titles and classifications
Information about subcontractors and their coverage
Annual payroll for each employee classification
Previous workers comp policy information and history
Claims history and loss run reports for past 3-5 years
Current experience modification factor if applicable
Safety program, procedures, and training programs
Safety training programs and frequency
Safety equipment and personal protective equipment provided
Accident prevention measures and procedures
Return-to-work program for injured employees
Drug testing program and procedures
Background check procedures for new employees
Preferred medical providers and network information
Company vehicles and driver information
Heavy equipment and machinery used in operations
Certificates of insurance from subcontractors and vendors
OSHA compliance and other regulatory documents
Authorized signature and date on application
Attach all required supporting documents
Final review of application for completeness and accuracy