BETTER SUBMISSIONSCommercial Insurance Risk Interview WorksheetTurn a business conversation into a structured description of operations, controls, and open underwriting questions. Print or save as PDFAgencyPrepared byDateAccount or referenceOperationsWhat the business sells or performsYears operating and relevant experienceCustomers and contractsRevenue, payroll, and employee countTerritory and travelSubcontracted operationsPeople, property, and vehiclesLocations and occupancyBuildings, equipment, inventory, and valuesVehicle types, radius, and driver controlsHiring and training practicesSafety and maintenance controlsData, payment, and technology exposureLosses and submission planPrior losses and corrective actionsKnown incidents or circumstancesRequested coverages and limitsContractual requirementsDocuments still neededBest-fit markets and reasonsQuestions to confirm before quoting