New Business Client Onboarding Form
The EIS onboarding process begins with understanding the fundamentals of your business. Our New Business Client Onboarding Form collects the essential information we need to build your profile, connect with the right decision-makers, and begin evaluating your insurance needs. By sharing these core details up front, you help us streamline the process, prevent delays, and prepare for a more strategic conversation about your risks and coverage options.
This short form gathers the foundational items required to set up your business in our commercial insurance system: legal business information, your primary contact and decision-maker details, a brief description of your operations, basic employee and revenue data, and upcoming renewal dates. You do not need to upload documents at this stage. Once your file is created, your EIS advisor will guide you through the next steps in underwriting, risk evaluation, and coverage design.
Designed for trade contractors, health and human services organizations, pest control companies, and other growing commercial businesses across Texas, this form supports the start of a proactive, long-term advisory partnership. If you’re seeking a more strategic insurance experience built on clarity, service, and protection, you’re in the right place.
This process will take you approximately 10 minutes to complete. To alleviate redundant back and forth, please complete in its entirety.
**Important: Please note completion of any request(s) for information does not constitute the purchase of insurance. No coverage may be added, changed or bound as a result of submitting a request for information or quotation of insurance. All coverage must be confirmed by the agency in writing subject to an acceptable signed application meeting the underwriting guidelines of the Insurance Company.