BOAT DEALER CHECKLIST
*
Required.
1
*
Name of Dealership:
2
*
Address:
Address Line 2:
3
*
City:
*
State:
*
Zip:
4
*
Phone:
Fax:
5
*
Name of Contact:
6
*
E-Mail:
7
Website:
8
Tax ID#:
9
Years In Business:
10
Current Ownership Dates from:
11
Years. Of Management Experience:
12
Owners and % of ownership? (Officers):
%
13
Gross Sales:
14
Do you have a marina?
YES
NO
Boat Storage or Moorage?
YES
NO
If so, gross sales:
15
Do you repair and service boats?
YES
NO
If yes, please provide payroll of service employees:
16
Do you sell gasoline?
YES
NO
Number of gallons per year:
17
Do you have a parts and accessories store?
YES
NO
If so, please provide gross sales:
On each building we need to know the following:
18
Building 1
Building 2
Building 3
Building 4
Amount?
Contents?
Construction:
Sq. Footage:
Year Built:
# Stories:
Deductibles:
Is there a paint booth?
Select
Yes
No
Select
Yes
No
Select
Yes
No
Select
Yes
No
Burglar alarm:
Select
Local
Central Station
Select
Local
Central Station
Select
Local
Central Station
Select
Local
Central Station
Sprinklered?
Select
Yes
No
Select
Yes
No
Select
Yes
No
Select
Yes
No
Fire Extinguishers?
Select
Yes
No
Select
Yes
No
Select
Yes
No
Select
Yes
No
Responding Fire Dept:
Exposures to the left,
right and rear?
If bldg. over 25 yrs old
Year of updates?
Employee tools?
Select
Yes
No
Select
Yes
No
Select
Yes
No
Select
Yes
No
Detached Signs?
Select
Yes
No
Select
Yes
No
Select
Yes
No
Select
Yes
No
Employees:
19
Employee 1
Employee 2
Employee 3
Employee 4
Job duties:
Drivers Licence #:
Date of Birth:
part-time or full-time:
driving or non-driving:
20
Garage Liability Limits?
21
GarageKeepers limit?
22
# of Dealer Plates
23
List of Licensed vehicles?
24
Furnished Autos and who to?
25
Dealers Open Lot limit?
26
Deductible?
27
Reporting/Non-reporting?
28
Umbrella Limit?
29
Retention Limit?
Work Comp info:
30
Coverages?
31
Experience Mod/Loss runs?
Current Insurance Companies and renewal dates.
32
Company:
Renewal Date:
33
Dec Pages/Loss runs for 4 years?
34
Comments
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