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Insurance · Commercial Lines

Industry-specific questionnaires

Supplemental application forms that ask trade-specific underwriting questions for a particular industry, such as restaurants, contractors, or trucking.

What it usually contains

  • Description of operations, services, and products sold
  • Questions on equipment, vehicles, subcontractors, and premises
  • Safety practices, training, and loss control measures
  • Payroll, sales, or square footage figures used for rating
  • Prior claims history and existing coverage details

What the assistant uses it for

Use to see what extra information an underwriter needs beyond a general commercial application for a given trade, and to prepare answers before quoting or renewal.

How it is versioned

A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.

On one AI system

Everything your company knows.
One version that counts.

You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.