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AIManufacturing insurance renewal prep
Help me prep for our commercial insurance renewal. I want a checklist and to double-check our numbers.
Happy to help. Let's gather the essentials. What's the legal entity name and who's the primary contact?
We're Acme Manufacturing LLC, trading as Acme Tooling. Primary contact is Dana Whitfield, Director of Operations — dana.whitfield@acme-mfg.com.
We have 359 employees across Oakland, Reno, and Phoenix. HQ is 1180 Foundry Road, Oakland, CA 94607.
Got it. Founded in 2009, manufacturing sector. What are your latest financials?
Annual revenue is about $84.2M, payroll around $21.4M, total assets $56.9M, fiscal year ends December 31.
Best phone is (415) 555-0182.
And your current coverage? Carrier, policy, renewal date?
Carrier is Meridian Mutual, policy MM-4471-993, renews on October 1, 2026. GL limit $2M, $10k deductible.
Perfect — that's everything I need to build your renewal checklist.
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