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Tax Cuts & Jobs Act

February 10, 2018

An Update from Miles Kellum, CPA When at parties, I typically try to avoid bringing up what I do for a living. Nothing makes people’s eyes glaze over faster than…

We’ve all been witness to the incredible events surrounding the #MeToo movement. The allegations of sexual harassment (and worse) made against Harvey Weinstein led to accusations of wrongdoing against a…

If I worked with my hands (and back and neck……)

December 10, 2017

OK, I’m only your insurance guy (or maybe just one of your insurance guys….. let’s fix that) but I’m also a life-long exercise junkie. Since graduating from college over a…

Personal Umbrella Policy

August 22, 2017

My wife and I walk to Starbucks every Sunday morning for a light breakfast. We generally sit outside to enjoy the early morning Summer weather. On a recent Sunday, As…

Featured in North Texas Dentistry

June 2, 2017

In the most recent volume of the North Texas Dentistry, a business and lifestyle publication for North Texas dentists, I contributed, “Understanding Risks… Weighing the potential financial consequences of risk,…

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About Us

We’re an independent insurance agency located in Dallas-Fort Worth offering a comprehensive suite of insurance solutions for dental professionals and their practices. We don’t just sell insurance. We work closely with our clients to help them make important and informed decisions. We offer comprehensive insurance solutions in Texas, Oklahoma, Missouri, New Mexico, Arizona and throughout other areas of the United States.

Contact Us

640 James Dr.
Richardson, TX 75080
972-663-5190
advisor@wallacesig.com
Hours of Operation:
Monday – Friday 8:30 AM to 5:00 PM CST

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Disability & Life Insurance Form

- Step 1 of 5

No time? No problem!

Download Form Upload Form

We provide competitive quotes from multiple high quality carriers based on an "own occupation" definition with our agency's minimum recommended coverage. An advisor will contact you, after the initial proposal is delivered, to discuss further customization of the policy to meet your needs.

Legal Name: *

First

Middle

Last

Suffix:

Nickname (if applicable):

Date of Birth: *

Gender: *

Male
Female

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Zip Code: *

Occupation:

Include specialty, if applicable

Current Employer:

Employment Experience (choose one):

New Graduate
Resident
Established in Practice

Graduation Year:

Do you work an average of 30 hours or more a week?

Are you a practice owner?

Coverage Options (select all that apply)

Individual Disability Income

* In case you are ever too sick or too hurt to work, this is a policy that will help replace your personal income to take care of bills and other personal expenses.

Business Owner's Disability Overhead Expense

* As a business owner, you will be reimbursed for the overhead expenses of the business should you ever be too sick or too hurt to work.

Business Owner's Disability Business Loan Protection

* If you have a loan for your business, then you know that your lender will expect repayment whether the business is open or not. This policy will pay the principal and interest portions of your payment should you ever be too sick or too hurt to work.

Monthly Benefit Amount to Quote (select one):

Preferred Benefit Amount
Max Available Based on Income

Monthly Benefit Amount:

Annual Earned Income:

Do you currently have coverage?

Current Carrier:

Benefit Amount:

Will you be replacing existing coverage?

Select Benefit Option:

Estimated Monthly Overhead Expenses
Determine Based off Current P&L or Tax Return (please submit via Email (advisor@wallacesig.com) or Fax (214.635.1099)

Estimated Monthly Overhead Expenses:

Estimated Monthly Loan Payment Amount:

Estimated Date of First Loan Payment (highlight year to change):

Estimated Payoff Date (highlight year to change):

Disability Insurance requires both medical and financial underwriting. The following questions will allow us to provide a more accurate quote.If you prefer to answer these questions offline please call us at 972-663-5190 to speak to an advisor, or download a printable PDF and upload below or fax to 214.635.1099

Download Form Upload Form

Estimate Annual Earned Income:

Height:

Weight:

Are you currently taking any medications?

Please list:

How did you hear about us?

I'm also interested in:

Life Insurance
Professional Liability (Malpractice)
Health Insurance
Home & Auto Insurance
Business Owner's Insurance

Other information for my advisor:

Custom Captcha *

What is 7+4?

Associate In Practice Quote Form

- Step 1 of 2

I am looking for...

Professional Liability (Malpractice) Insurance
Disability Insurance
Life Insurance
Health Insurance

Prefer to complete offline? No problem!

Download Form Upload Form

Legal Name: *

First

Middle

Last

Suffix:

Nickname (if applicable):

Email: *

Phone: *

Home Zip Code: *

Preferred Method of Contact (select all that apply) *

Phone
Email
Text

Date of Birth: *

Gender: *

Male
Female

Requested Effective Date of Coverage: *

Specialty: *

New to Practice? *

Are you considering practice ownership?

Graduation Date:

Graduation Year:

Employer: *

Practice Zip Code:

Practice County (if known):

Do you work an average of 30 hours or more a week?

Information for Professional Liability (Malpractice) Insurance Quote:

Preferred Professional Liability (Malpractice) Coverage Type *

Claims Made
Occurrence
Not Sure

Is your practice limited to Endodontics?

Is your practice limited to Radiology?

Is your practice limited to Orthodontics?

Is your practice limited to Pathology?

Did you attend a formal Dental Anesthesiology Residency? *

Select all the procedures you perform:

Placement of Implants
Extract Partially Impacted Teeth
Extract Soft Tissue Impacted Teeth
Extract Full Bony Impacted Teeth
Endo Multi-Rooted Teeth
Orthodontics
Therapeutic Botox
Cosmetic Botox
Dermo Fillers

Select all the procedures you perform:

Elective facial cosmetic surgery
Rhinoplasty
Rhytidectomy
Otoplasty
Blepharoplasty
Breast augmentation
Liposuction

Select all types of anesthesia you administer:

Local
Nitrous
Oral Sedation (single dose of anxiety drug combined with nitrous)
* Multiple Dose Oral Sedation (more than one dose of anxiety drug on day of procedure combined with Nitrous)
IV/IM Conscious Sedation
General Anesthesia

* Please note that a combination of drugs or cocktail given as a single dose in conjunction with nitrous is still single dose oral sedation.

Have you ever had a malpractice claim and/or state board sanction? *

Do you currently have Professional Liability (Malpractice) coverage? *

Have you been practicing without Professional Liability (Malpractice) coverage for more than 20 days? *

How long have you been practicing without Professional Liability (Malpractice) coverage? *

Current Professional Liability (Malpractice) Carrier:

Which Professional Liability (Malpractice) coverage type do you currently have?

Claims Made Form
Occurrence Form
Not Sure

What is your retroactive date? (highlight year to change):

Information for Disability Income Insurance Quote:

Monthly Disability Income Benefit Amount to Quote (select one):

Preferred Benefit Amount
Max Available Based on Income

Monthly Benefit Amount: *

Estimated Annual Earned Income: *

Do you currently have Disability Income coverage?

Current Carrier:

Benefit Amount:

Will you be replacing existing coverage?

Information for Life Insurance Quote:

Amount of Life Insurance coverage to quote? (select all that apply)

$500,000
$1,000,000
$2,000,000
$3,000,000
Other Amount - list in advisor info section

Term length to quote? (select all that apply)

10 Years
20 Years
30 Years
Lifetime
Other Amount - list in advisor info section

Information for Health Insurance Quote:

List below Name, Gender and Date of Birth for anyone else to be covered on your health insurance policy

Disability & Life Insurance requires both medical and financial underwriting. The following questions will allow us to provide a more accurate quote.If you prefer to answer these questions offline please call us at 972-663-5190 to speak to an advisor, or download a printable PDF and upload below or fax to 214.635.1099

Download Form Upload Form

Height:

Weight:

Any tobacco use in the last 12 months?

Are you currently taking any medications?

Please list:

Annual Earned Income:

Information for Discounts:

In the last 12 months, have you completed a risk management course?

Association Membership (select all that apply):

State Dental Association
ADA
AGD
AGD Master
AGD Fellow
Specialty Association

How did you hear about us?

I'm also interested in:

Home & Auto Insurance
Flood Insurance

Other information for my advisor:

Custom Captcha *

Small Group Health Insurance Quote Form

- Step 1 of 3

Prefer to complete offline? No problem!

Download Form Upload Form

Requested Effective Date: *

Doctor/Owner's Name(s): *

Type of Business: *

Company Entity (Legal) Name: *

Email *

Phone *

Insurance Contact (if different):

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Zip Code: *

All Employees & Spouse/Dependents to be Covered:

Please provide a census that includes Employee (or Spouse/Dependent) Name, Date of Birth, and Gender (select one):

Send us your census via email (advisor@wallacesig.com), fax (214.635.1099) Download Form Upload Form
Enter information

1. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Coverage for spouse or dependent?

Is this person a (select one):

Spouse
Dependent

2. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Coverage for spouse or dependent?

Is this person a (select one):

Spouse
Dependent

3. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Coverage for spouse or dependent?

Is this person a (select one):

Spouse
Dependent

4. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Coverage for spouse or dependent?

Is this person a (select one):

Spouse
Dependent

5. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Coverage for spouse or dependent?

Is this person a (select one):

Spouse
Dependent

6. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Coverage for spouse or dependent?

Is this person a (select one):

Spouse
Dependent

How did you hear about us?

I'm interested in the following employee benefits:

Group Dental Insurance
Group Vision Insurance
Group Life Insurance
Group Short Term Disability Insurance
Group Long Term Disability Insurance
Voluntary employee paid insurance (cancer, critical illness, etc.)

I'm also interested in:

Office Property/General Liabilty
Worker's Compensation
Data Breach / Cyber Liability
Employment Practices Liability
Professional Liability (Malpractice)
Disability for Business Owners
Term Life
Personal Home & Auto

Additional information for my advisor:

Custom Captcha *

Individual/Family Health Insurance Quote Form

- Step 1 of 3

Prefer to complete offline? No problem!

Download Form Upload Form

Requested Effective Date: *

Primary Policyholder's Name: *

First

Middle

Last

Suffix:

Date of Birth (highlight year to change): *

Gender: *

Male
Female

Tobacco Use? *

Email *

Phone *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Zip Code: *

Type of Coverage Preferred (select one):

Additional - Type of Coverage Preferred (select one):

High Deductible/HSA Compatible
Lower Deductible with Co-pays
Show Me Options

All Individuals to be Covered:

1. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Tobacco Use?

2. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Tobacco Use?

3. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Tobacco Use?

4. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Tobacco Use?

5. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Tobacco Use?

6. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Tobacco Use?

How did you hear about us?

I'm also interested in:

Disability Income Insurance
Professional Liability (Malpractice)
Life Insurance
Business Owner's Insurance
Personal Home/Auto/Umbrella
Flood Insurance

Additional information for my advisor:

Custom Captcha *

Disability Insurance Quote Form

- Step 1 of 4

Prefer to complete offline? No problem!

Download Form Upload Form

We provide competitive quotes from multiple high quality carriers based on an "own occupation" definition with our agency's minimum recommended coverage. An advisor will contact you, after the initial proposal is delivered, to discuss further customization of the policy to meet your needs.

Legal Name: *

First

Middle

Last

Suffix:

Nickname (if applicable):

Date of Birth: *

Gender: *

Male
Female

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Zip Code: *

Occupation: *

Include specialty, if applicable

Current Employer:

Employment Experience: *

New Graduate
Resident
Established in Practice

Graduation Date:

Do you work an average of 30 hours or more a week?

Are you a practice owner?

Coverage Options (select all that apply)

Individual Disability Income

* In case you are ever too sick or too hurt to work, this is a policy that will help replace your personal income to take care of bills and other personal expenses.

Business Owner's Disability Overhead Expense

* As a business owner, you will be reimbursed for the overhead expenses of the business should you ever be too sick or too hurt to work.

Business Owner's Disability Business Loan Protection

Monthly Benefit Amount to Quote (select one):

Preferred Benefit Amount
Max Available Based on Income

Monthly Benefit Amount:

Annual Earned Income:

Do you currently have coverage?

Current Carrier:

Benefit Amount:

Will you be replacing existing coverage?

Select Benefit Option:

Estimated Monthly Overhead Expenses
Determine Based off Current P&L or Tax Return (please submit via Email (advisor@wallacesig.com) or Fax (214.635.1099)

Estimated Monthly Overhead Expenses:

Estimated Monthly Loan Payment Amount:

Estimated Date of First Loan Payment (highlight year to change):

Estimated Payoff Date (highlight year to change):

Disability Insurance requires both medical and financial underwriting. The following questions will allow us to provide a more accurate quote.If you prefer to answer these questions offline please call us at 972-663-5190 to speak to an advisor, or download a printable PDF and upload below or fax to 214.635.1099

Download Form Upload Form

Estimated Annual Earned Income:

Height:

Weight:

Are you currently taking any medications?

Please list:

How did you hear about us?

I'm also interested in:

Life Insurance
Professional Liability (Malpractice)
Health Insurance
Home & Auto Insurance
Business Owner's Insurance
Flood Insurance

Other information for my advisor:

Captcha *

Group Benefit Quote Form

- Step 1 of 3

Prefer to complete offline? No problem!

Download Form Upload Form

Requested Effective Date: *

Company Entity (Legal) Name: *

Practice Name/DBA (if applicable):

FEIN:

Doctor/Owner's Name(s): *

Insurance Contact (if different):

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Physical Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Mailing Address (if different):

Address Line 1

Address Line 2

City

State

Zip Code

Please provide an employee census that includes Employee Name, Date of Birth, and Gender as well as salary and occupation if group life and/or disability is requested (select one):

Send us your census via email (advisor@wallacesig.com), fax (214.635.1099) or upload Download Form Upload Form
Enter information

1. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Salary:

Occupation:

2. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Salary:

Occupation:

3. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Salary:

Occupation:

4. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Salary:

Occupation:

Select to Add More Employees/Spouses/Dependents

5. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Salary:

Occupation:

6. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Salary:

Occupation:

7. Name:

First

Last

Date of Birth:

Gender:

Male
Female

Salary:

Occupation:

How did you hear about us?

I'm interested in the following employee benefits: *

Group Health Insurance
Group Dental Insurance
Group Vision Insurance
Group Life Insurance
Group Short Term Disability Insurance
Group Long Term Disability Insurance
Voluntary employee paid insurance (cancer, critical illness, etc.)

I'm also interested in:

Office Property/General Liabilty
Worker's Compensation
Data Breach / Cyber Liability
Employment Practices Liability
Professional Liability (Malpractice)
Disability for Business Owners
Term Life
Personal Home & Auto
Flood Insurance

Other information for my advisor:

Custom Captcha *

Group Practice Protector Quote Form

- Step 1 of 2

Requested Effective Date: *

Doctor/Owner's Name(s): *

Insurance Contact (if different):

Email: *

Phone: *

Preferred Method of Contact (select all that apply) *

Phone
Email
Text

Company (Legal) Name: *

Practice Name/DBA (if applicable):

Date Established: *

FEIN(s):

Number of locations:

Primary Location Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Mailing Address (if different):

Address Line 1

Address Line 2

City

State

Zip Code

Second Location Address

Address Line 1

Address Line 2

City

State

Zip Code

Third Location Address:

Address Line 1

Address Line 2

City

State

Zip Code

Fourth Location Address:

Address Line 1

Address Line 2

City

State

Zip Code

Fifth Location Address:

Address Line 1

Address Line 2

City

State

Zip Code

Do you own any buildings?

Owned Locations:

Is your practice the only occupant?

Standard Business Owner's Policies Exclude Coverage for Losses Due to Floods & Earthquakes:

Would you like a quote for flood insurance?

Would you like a quote for earthquake insurance?

Number of Support Employees:

Annual Payroll, excluding owners/officers:

Number of Associates (Include W2 & Contractor):

Do you currently have a group professional liability policy?

Yes
No
Please Quote

Current Policy Carrier:

Current Policy Expiration Date (highlight year to change):

Do you pay for or reimburse associates for malpractice?

Do you provide health insurance for your employees?

Does your business have a 401K or pension plan?

Do you own any vehicles in the name of the practice?

Year, Make & Model of Vehicle:

How did you hear about us?

I'm also interested in:

Higher Limits for Data Breach | Cyber Liability
Higher Limits for Employment Practice Liability
Directors & Officers Liability
Key Man Disability
Disability Buy/Sell
Life Buy/Sell

Additional information for my advisor:

Custom Captcha *

Worker's Compensation Quote Form

- Step 1 of 3

Prefer to complete offline? No problem!

Download Form Upload Form

Requested Effective Date: *

Doctor/Owner's Name(s): *

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Company (Legal) Name: *

Practice Name/DBA (if applicable):

Date Established:

FEIN:

Physical Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Mailing Address (if different):

Address Line 1

Address Line 2

City

State

Zip Code

Number of Support Employees: *

Number of Doctors on Staff (Including W2 & Contractor): *

Annual Payroll, without owners/officers: *

How did you hear about us?

I'm also interested in:

Office Property/General Liabilty
Professional Liability (Malpractice)
Employment Practices Liability
Data Breach | Cyber Liability
Disability Insurance
Life Insurance
Health Insurance
Personal Home & Auto Insurance
Flood Insurance

Additional information for my advisor:

Custom Captcha *

Office Property | General Liability Quote Form

- Step 1 of 4

Prefer to complete offline? No problem!

Requested Effective Date: *

Doctor/Owner's Name(s): *

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Company (Legal) Name: *

Practice Name/DBA (if applicable):

FEIN:

Year Business Established:

Physical Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Mailing Address (if different):

Address Line 1

Address Line 2

City

State

Zip Code

Square Feet Occupied:

Do you own the building? *

Estimated Replacement Cost of Building:

Is this a condo unit?

Are you the only occupant?

Amount of coverage for Business Personal Property:

contents, equipment, finish out, furniture, etc.

Do you own any vehicle in the name of the practice?

Year, Make & Model of Vehicle:

Standard Business Owner's Policies Exclude Coverage for Losses Due to Floods & Earthquakes:

Would you like a quote for flood insurance?

Would you like a quote for earthquake insurance?

How did you hear about us?

I'm also interested in:

Worker's Compensation
Higher Limits for Data Breach | Cyber Liability
Higher Limits for Employment Practices Liability
Professional Liability (Malpractice)
Disability Income
Life Insurance
Health Insurance
Personal Home & Auto

Additional information for my advisor:

Custom Captcha *

Employment Practices Liability Quote Form

- Step 1 of 2

Prefer to complete offline? No problem!

Download Form Upload Form

Requested Effective Date: *

Doctor/Owner's Name(s): *

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Company (Legal) Name: *

Practice Name/DBA (if applicable):

Date Established *

FEIN:

Physical Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Mailing Address (if different):

Address Line 1

Address Line 2

City

State

Zip Code

Number of Employees: *

Annual Revenue: *

How did you hear about us?

I'm also interested in:

Office Property/General Liability
Worker's Compensation
Professional Liability (Malpractice)
Data Breach/Cyber Liability
Disability Income
Term Life Insurance
Health Insurance
Personal Home & Auto

Additional information for my advisor:

Custom Captcha *

Data Breach | Cyber Liability Quote Form

- Step 1 of 2

Prefer to complete offline? No problem!

Download Form Upload Form

Requested Effective Date: *

Doctor/Owner's Name(s): *

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Company (Legal) Name: *

Practice Name/DBA (if applicable):

Date Established

FEIN:

Number of Doctors in Practice: *

Physical Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Mailing Address (if different):

Address Line 1

Address Line 2

City

State

Zip Code

How did you hear about us?

I'm also interested in:

Office Property/General Liabilty
Worker's Compensation
Employment Practices Liability
Professional Liability (Malpractice)
Disability Income
Life Insurance
Health Insurance
Personal Home & Auto
Flood Insurance

Additional information for my advisor:

Custom Captcha *

Term Life Quote Form

- Step 1 of 3

Prefer to complete offline? No problem!

Download Form Upload Form

Legal Name: *

First

Middle

Last

Suffix:

Nickname (if applicable):

Date of Birth: *

Gender: *

Male
Female

Email: *

Phone: *

Postal Code: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

How much coverage do you need? (select one): *

Enter Amount
Not sure, contact me to determine

Amount:

Length of policy term (select all options of interest): *

10 Years
20 Years
30 Years
Lifetime

Life Insurance requires both medical and financial underwriting. The following questions will allow us to provide a more accurate quote.If you prefer to answer these questions offline please call us at 972.663.5190 to speak to an advisor, or download a printable PDF and upload below or fax to 214.635.1099

Download Form Upload Form

Height:

Weight:

Any tobacco use in the last 12 months?

Are you currently taking any medications?

Please list:

Any family history of cancer, diabetes or heart disease?

Please list:

How did you hear about us?

I'm also interested in:

Disability Income
Professional Liability (Malpractice)
Health Insurance
Home & Auto Insurance
Business Owner's Insurance
Flood Insurance

Additional information for my advisor:

Custom Captcha *

Personal Home & Auto Quote Form

- Step 1 of 4

Legal Name: *

First

Middle

Last

Suffix:

Nickname (if applicable):

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Home Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Upload Current Policies

Click or drag files to this area to upload. You can upload up to 6 files.

How would you prefer to provide additional information

Via this online form
Have an advisor contact me

Number of Drivers

Primary Driver Name:

First

Last

License Number:

Date of Birth:

Marital Status

Single
Married

Driver #2

2. Name:

First

Last

License Number:

Date of Birth:

Driver #3

3. Name:

First

Last

License Number:

Date of Birth:

Driver #4

4. Name:

First

Last

License Number:

Date of Birth:

Estimated Replacement Cost of Home:

Year Home Built:

Year of last roof update or repair:

Year of last plumbing update or repair:

Jewelry Amount:

Fine Art Amount:

Do you own any of the following?

Collectibles other than Fine Art
Boat, Water Vehicle/s
Golf Cart
Antique Car
Motorcycle

Collectibles Description:

Have you had any claims in the past 5 years?

Claim Details:

Standard Homeowner's Policies Exclude Coverage for Losses Due to Flood & Earthquake:

Would you like a quote for flood insurance?

Would you like a quote for earthquake insurance?

How did you hear about us?

I'm also interested in:

Disability Income
Life Insurance
Health Insurance
Business Owner's Insurance

Additional information for my advisor:

Custom Captcha *

Practice Protector Quote Form

- Step 1 of 3

Requested Effective Date: *

Doctor/Owner's Name(s): *

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Company (Legal) Name: *

Practice Name (DBA if applicable):

FEIN:

Date Business Established: *

Physical Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Mailing Address (if different):

Address Line 1

Address Line 2

City

State

Zip Code

Business Owner's Policy:

Includes Property, Liability and other important coverage for a business owner

Do you own the building?

Are you the only occupant?

Estimated Replacement Cost of Building:

Square Feet Occupied: *

Is this a condo unit?

Amount of coverage for Business Personal Property: *

In a worst case scenario: what would it cost to replace all contents, equipment, finish out, furniture, etc.

Standard Business Owner's Policies Exclude Coverage for Losses Due to Floods & Earthquakes:

Would you like a quote for flood insurance?

Would you like a quote for earthquake insurance?

Worker's Compensation:

Number of Support Employees:

Number of Doctors on Staff (Including W2 & Contractor):

Annual Payroll, excluding owners/officers:

Payroll Frequency (for pay-as-you-go)

Weekly
Bi-Weekly
Semi-Monthly
Monthly

How often do you pay your employees?

Other Coverage:

Do you pay for, or reimburse, associates for their malpractice?

Do you provide health insurance for your employees?

Does your business have a 401K or pension plan?

If you are too sick or hurt to work, do you have enough disability insurance to:

Keep your practice doors open?

Continue to make your loan payment(s)?

Do you own any vehicles in the name of the practice?

Year, Make & Model of Vehicle:

How did you hear about us?

I'm also interested in:

Health Insurance
Payroll Services
Payment Processing
Personal Home & Auto Insurance
Professional Liability (Malpractice)
Entity Professional Liability (Malpractice)
Higher Limits for Data Breach / Cyber Liability
Higher Limits for Employment Practices Liability
Life Insurance

Additional information for my advisor:

Custom Captcha *

Professional Liability (Malpractice) Quote Form

- Step 1 of 2

Legal Name: *

First

Middle

Last

Suffix:

Nickname (if applicable):

Email: *

Phone: *

Preferred Method of Contact (select all that apply) *

Phone
Email
Text

Specialty: *

First 6 months of Practice? *

Graduation Date:

Graduation Year:

Practice name:

Practice Zip Code (or City, State): *

Practice County (if known):

Are you an owner?

Requested Effective Date: *

Preferred Coverage Type *

Claims Made
Occurrence
Not Sure

Is your practice limited to Endodontics?

Is your practice limited to Radiology?

Is your practice limited to Orthodontics?

Is your practice limited to Pathology?

Did you attend a formal residency program? *

Select all the procedures you perform:

Placement of Implants
Extract Partially Impacted Teeth
Extract Soft Tissue Impacted Teeth
Extract Full Bony Impacted Teeth
Endo Multi-Rooted Teeth
Orthodontics
Therapeutic Botox
Cosmetic Botox
Dermo Fillers

Select all the procedures you perform:

Elective facial cosmetic surgery
Rhinoplasty
Rhytidectomy
Otoplasty
Blepharoplasty
Breast augmentation
Liposuction

Select all types of anesthesia you administer:

Local
Nitrous
Oral Sedation (single dose of anxiety drug combined with nitrous)
* Multiple Dose Oral Sedation (more than one dose of anxiety drug on day of procedure combined with Nitrous)
IV/IM Conscious Sedation
General Anesthesia

* Please note that a combination of drugs or cocktail given as a single dose in conjunction with nitrous is still single dose oral sedation.

Have you ever had a malpractice claim and/or state board sanction? *

Do you currently have coverage? *

Have you been practicing without Professional Liability (Malpractice) coverage for more than 20 days? *

How long have you been practicing without Professional Liability (Malpractice) coverage? *

Which coverage type do you currently have?

Claims Made Form
Occurrence Form
Not Sure

What is your retroactive date? (highlight year to change):

Current Carrier:

Information for Discounts:

In the last 12 months, have you completed a risk management course?

Association Membership (select all that apply):

State Dental Association
ADA
AGD
AGD Master
AGD Fellow
Specialty Association

How did you hear about us?

I'm also interested in:

Disability Insurance
Life Insurance
Health Insurance
Business Owner's Insurance
Home & Auto Insurance

Other information for my advisor:

Custom Captcha *

New Graduate Quote Form

- Step 1 of 2

Select Coverage to be Quoted (select all that apply):

Professional Liability (Malpractice) - Coverage for your work with patients
Disability Income - Protects your ability to continue to receive an income equal to your education and training in the event of an accident or illness

Legal Name: *

First

Middle

Last

Suffix:

Nickname (if applicable):

Email: *

Phone: *

Preferred Method of Contact (select all that apply): *

Phone
Email
Text

Specialty: *

University / Program Attended: *

Graduation Date: *

Employer/Practice Name (if known):

Thinking of opening your own practice in the future?

Requested Effective Date: *

Professional Liability (Malpractice): The following selections will impact the company we recommend & future pricing. It is best to select only the items you know you will be performing.

Select procedures you will perform:

Placement of Implants
Extract Partially Impacted Teeth
Extract Soft Tissue Impacted Teeth
Extract Full Bony Impacted Teeth
Endo Multi-Rooted Teeth
Orthodontics
Therapeutic Botox
Cosmetic Botox
Dermo Fillers

Select the procedures you will perform:

Elective facial cosmetic surgery
Rhinoplasty
Rhytidectomy
Otoplasty
Blepharoplasty
Breast Augmentation
Liposuction

Select all types of anesthesia you know you will administer:

Local
Nitrous
Oral Sedation (single dose of anxiety drug combined with nitrous)
* Multiple Dose Oral Sedation (multiple doses of anxiety drug with nitrous)
IV/IM Sedation
General Anesthesia

* Please note that a combination of drugs or cocktail given as a single dose in conjunction with nitrous is still single dose oral sedation.

Practice Zip Code (or City, State): *

Form of coverage requested: *

Claims Made
Occurrence
Not Sure

Disability Insurance: The following information will allow us to provide you with competitive quotes from several high quality carriers.

Date of Birth *

Gender: *

Male
Female

Height:

Weight:

Are you currently taking any medications? *

Please list:

How did you hear about us?

I'm Also Interested In (select all that apply:

Term Life Insurance
Health Insurance
Home/Renters & Auto Insurance

Additional information for my advisor:

Custom Captcha *

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