Business Assessment Question Title * 1. What is your name? OK Question Title * 2. What is your email? OK Question Title * 3. What is the best phone number to contact you? OK Question Title * 4. What is the name of your company? OK Question Title * 5. What is your role in your company? Owner President Principal Other (please specify) OK Question Title * 6. What type of company? Sole Proprietorship Partnership - LLP LLC S-Corporation Corporation None Other (please specify) OK Question Title * 7. Does your company have a defined marketing plan? Yes No OK Question Title * 8. How frequently does your company advertise? Daily Weekly Monthly Never OK Question Title * 9. Where do you normally advertise? Print Radio TV Internet Facebook We do not currently advertise OK Question Title * 10. Does your company have a business plan? Yes No OK Question Title * 11. When was your business plan last updated? In the last 12 months More than a year ago Never N/A OK Question Title * 12. Does your company operate under a defined budget? Yes No OK Question Title * 13. Does your company have an organizational chart? Yes No OK Question Title * 14. Is your company fully staffed? Yes No OK Question Title * 15. Do you have written job descriptions for every position? Yes No OK Question Title * 16. Do you have an employee policy manual? Yes No OK Question Title * 17. Has your Corporate Book been updated in the last 12 months? Yes No N/A OK Question Title * 18. Do you have a current Buy Sell Agreement? Yes No OK Question Title * 19. Do you have a living will/trust? Yes No OK Question Title * 20. What benefits does your company offer to your employees? Health Dental Vision Retirement None Other (please specify) OK Question Title * 21. Which insurance products currently protect your business? General Liability Insurance Property Insurance Business Owner's Policy (BOP) Commercial Auto Insurance Worker's Compensation Professional Liability Insurance Director's and Officer's Insurance Data Breach Insurance OK DONE