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What is the entity/status?
Partnership
S Corporation
C Corporation
Joint Venture
Limited Liability Corporation
Individual/Sole-Proprietorship
Municipality
Trust
What is the gross annual revenue?
Less than $50,000
$50,001-$100,000
$100,001-$250,000
$250,001-$500,000
$500,001-$1,000,000
$1,000,001-$5,000,000
$5,000,001-$10,000,000
$10,000,000+
How much property/casualty insurance?
(check any that apply)
Property Insurance
What are the desired employee benefits?
(check any that apply)
Employee Benefits
What is the gross annual payroll?
Less than $50,000
$50,001-$100,000
$100,001-$250,000
$250,001-$500,000
$500,001-$1,000,000
$1,000,001-$5,000,000
$5,000,001-$10,000,000
$10,000,000+