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🗄️ Specialty Quote Form

Self Storage Facility Insurance Quote

Complete this questionnaire for your self storage facility. A licensed broker will respond with coverage options within one business day.

✓ No obligation
✓ Multiple carriers compared
✓ Response within 1 business day
✓ 18+ years commercial experience
0% complete
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Policy Timing

Coverage start, takeover, or expiration date

Today's Date / Submission Date * Requested Effective Date * Reason for This Date * Select one... New facility / opening Current policy expiration Facility acquisition / takeover Mid-term switch Other Current Policy Expiration Date (if renewing or switching) 🏢 Business IdentityLegal name, DBA, EIN, and facility use Corporation / Legal Name * DBA / Facility Name (if different) EIN # * Legal Entity Type * Select... Sole Proprietorship Partnership LLC S-Corporation C-Corporation Trust Other What Is This Building Being Used For? * Is This Building Being Leased Out to a Tenant? *
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Business Identity

Legal name, DBA, EIN, and facility use

Type of Lease Select... Triple Net (NNN) Gross Lease Modified Gross Month-to-Month Other Tenant Name / Business Year Business Started at This Location * Total Annual Gross Sales / Revenue * Select range... Under $100,000 $100,000 – $250,000 $250,000 – $500,000 $500,000 – $1,000,000 $1,000,000 – $2,500,000 Over $2,500,000 Annual Receipts (rental income from storage units) * Select range... Under $100,000 $100,000 – $250,000 $250,000 – $500,000 $500,000 – $1,000,000 $1,000,000 – $2,500,000 Over $2,500,000 📍 Property & Mailing Addresses Physical Property Address Street Address * City * State * Select... WashingtonOregonIdaho NevadaArkansasSouth Dakota PennsylvaniaTexasIndiana Other ZIP Code * County * Inside or Outside City Limits? *
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Property & Mailing Addresses

Physical Property Address
Mailing Address (if different from above)
Mailing Street Address City State ZIP 👤 Owner / Contact Information Owner's Full Name * Owner's Cell Phone * Owner's Email Address * Hours of Operation / Office Hours * 🏗️ Building & Facility DetailsConstruction, size, units, and renovation history Year Building Was Built * Building Construction Type *
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Owner / Contact Information

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Building & Facility Details

Construction, size, units, and renovation history

Roof Material * Select... Metal Asphalt shingles Flat / built-up (BUR) EPDM / rubber membrane TPO / PVC membrane Other Number of Stories * Select... 1 story2 stories 3 stories4+ stories Is There a Basement? *
Number of Rooms / Storage Units * Total Building Sq Ft * Total Property Area Sq Ft (building + parking + outdoor storage) * Renovation History — Most Recent Year for Each System Plumbing Updated Wiring Updated Heating Updated Roof Updated Other Adjacent Buildings Do You Own Any Other Buildings Adjacent to This Facility?
Renovation History — Most Recent Year for Each System
Other Adjacent Buildings
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Employees & Operations

Full-Time Employees * Part-Time Employees * Total Annual Payroll * Select range... Under $50,000$50,000 – $100,000 $100,000 – $250,000$250,000 – $500,000 $500,000 – $1,000,000Over $1,000,000 Cash Kept Overnight * 🔒 Safety & Security SystemsFire protection, alarm, cameras, and access control Fire Sprinkler System Installed? *
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Safety & Security Systems

Fire protection, alarm, cameras, and access control

Alarm System Type *
Cameras — Inside Cameras — Outside Hard-Wired Smoke Detectors * Fire Extinguishers on Premises * Do You Have and Use a Safe on Premises?
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Property Values

Building, contents, and owner-owned inventory

Contents / inventory: This refers to items the owner keeps on premises — office equipment, computer systems, tools, supplies. It does not include tenant-stored belongings (those are covered under tenant renters insurance, which you may want to offer or require).
Estimated Value of the Entire Building (replacement cost) * Estimated Value of Owner-Owned Contents / Inventory (things not permanently attached — moveable items you own) * 📦 Storage-Specific Underwriting QuestionsRequired by most self storage carriers Why these questions? Self storage underwriters assess access control, management oversight, outdoor exposure, and building size to determine eligibility and rate. Honest answers here prevent coverage disputes later. Does the Applicant Have an On-Site Manager in Place? *
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Storage-Specific Underwriting Questions

Required by most self storage carriers

Why these questions? Self storage underwriters assess access control, management oversight, outdoor exposure, and building size to determine eligibility and rate. Honest answers here prevent coverage disputes later.
Is the Property Fully Fenced with Key Card / Gate Code Access? *
Does Outdoor Storage Exceed 25% of Total Revenue? *
Approximate % of Revenue from Outdoor Storage Does the Applicant Own / Occupy More Than 50,000 Sq Ft in Any Single Building? *
Total Number of Rentable Storage Units * Types of Units Offered * Does the Facility Offer Climate-Controlled Units? *
Does the Facility Offer Vehicle / Boat / RV Storage? *
Approximate # of Vehicle / Boat / RV Spaces Do Tenants Sign a Rental Agreement Limiting Facility Liability?
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Current Insurance & Claims History

Current Insurance Company Current Policy Number Any Claims in the Last 5 Years? *
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Lien Holders (Optional)

Banks or lenders with a financial interest in the property

Lien holder: Any bank or lender holding a mortgage or loan secured against this property. They must be listed on the policy.
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Certificate Holders (Optional)

Parties requiring proof of insurance

Certificate holder: Any party requiring a certificate of insurance — typically a lender, property manager, or city/county entity.
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Upload Documents (Optional)

Attach current dec pages and/or loss runs to speed up quoting

Current Dec Page(s)
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Declarations Page

PDF, JPG, PNG, or DOC — max 10 MB

    Loss Runs
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    Loss Run Report

    3–5 years preferred — PDF, XLS, or DOC

      Max 10 MB per file  ·  You can also email documents directly to CommercialInsuranceAgency@gmail.com

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