Client Pre-Renewal Information Form

At iCOR, we use this secure pre-renewal form to gather updated business information ahead of your upcoming renewal. Sharing these details in advance allows us to review changes, identify opportunities, and prepare meaningful recommendations before our strategy call. This helps ensure your coverage and programs continue to align with your business goals.

Please complete the form below to help us prepare for your upcoming renewal and ensure your coverage continues to align with your business goals.

Client Pre-Renewal Information Form

Contact Information

Demographics

Employee Count & Payroll

Has your total employee count changed since last year? Please use the space below to communicate the total employee count.

Revenues

Additional Coverages & Programs of Interest

Below is a listing of products and services available through our advisory. Please let us know of any products or services that you have an interest in learning more about or being provided quotes for leading to your upcoming strategy session. (Please check all that apply).