Client Risk Assessment | Aon Programs

First Name *

Last Name *

Email *

Agency Name *

Is your client a depository or non-depository institution?

Depository

Non-depository

Does your depository client own mortgage loans?

Yes

No

Does your depository client service mortgage loans?

Yes

No

Does your non-depository client originate mortgage loans?

Yes

No

Does your non-depository client underwrite and fund mortgage loans?

Yes

No

Does your non-depository client service mortgage loans?

Yes

No

Does your client need professional liability or commercial general liability insurance?

Yes

No

Does your client need protection for personal liability for actions or inactions taken by directors and/or officers?

Yes

No

Does your client need to cover risks associated with accident and/or health for employees, participants, or volunteers?

Yes

No

Does your client need to cover risks associated with expenses or revenue as a result of event cancellations?

Yes

No

Is your client contracted with a property manager?

Yes

No

Does your client have clubhouses or other common areas where residents gather?

Yes

No

Does your nonprofit client have employees?

Yes

No

If so, how many?

Is your nonprofit client involved in providing social services to the community?

Yes

No

Does your nonprofit client rely on the services of volunteers?

Yes

No

Does your lending client have challenges with the existing insurance and risk management programs?

Yes

No

Do you have access to a master policy program for your real estate investor clientele?

Yes

No

Does your client's business include organizations in the sports and motorsports teams and facilities segments?

Yes

No

Does your client's business include organizations in the recreation, leisure and event segments?

Yes

No

Is your client's business focused on any concentration of specialty Property & Casualty business outside the general P+C segment? If so, which segments?

Is your client's firm currently insured for lawyers professional liability?

Yes

No

What is the current or desired effective date?

Who is the expiring carrier?

How many attorneys are at the firm?

Has the firm had any paid claims and/or disciplinary actions in the past five years? If so, how many?

Is your client any of the following: museum, historical society, art gallery, artist, art conservator/restorer, public entity with an art collection, corporation with an art collection, or a college/university with art, rare books or manuscripts?

Yes

No

Do your clients or prospective clients have the need to insure rare, historic or artistic objects?

Yes

No

Do your clients or prospective clients have the need to insure musical instruments?

Yes

No

Is your client any of the following: opera, symphony orchestra, music teacher, band, musical instrument dealer, or luthier?

Yes

No

Choose the option that indicates where your client may have real property at risk:

Residential

Commercial

Both

None

Would your client consider private flood alternatives to the NFIP?

Yes

No

What additional challenges are you having placing coverage for your clients?

Do you place other lines of business for your client? If so what are they?

In what areas is your agency interested in expansion or growth?

Aon Programs

Discover your client's risks

The Client Risk Assessment is designed to help you quickly and easily identify specific areas of risk according to your client’s business or profession. Complete the 5-minute assessment. We’ll be in touch with Aon Programs insurance solutions that meet your client’s needs. We’re ready to help protect your client so you can grow your business.

Please take our 5-minute assessment today.

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