New Business Client Onboarding Form

The EIS California onboarding process begins with a clear understanding of your organization—how you operate, who you serve, and where your greatest risks exist. Our New Business Client Onboarding Form gathers the essential details we need to establish your business profile, connect with the appropriate decision-makers, and begin evaluating your insurance and risk management needs.

By sharing this information up front, you help us streamline onboarding, avoid delays, and prepare for a more strategic conversation about your exposures, operations, and coverage priorities.

This short form collects the foundational details required to set your business up in our commercial insurance system: legal business information, primary contacts and decision-makers, a brief overview of your operations, basic employee and revenue insights, and upcoming renewal timelines. No document uploads are required at this stage. Once your file is created, your EIS advisor will guide you through underwriting, risk evaluation, compliance requirements, and coverage design.

Built for California’s trade contractors, residential care and health & human services organizations, pest control companies, and other growing commercial operations, this form marks the first step in a proactive, long-term advisory partnership. If you’re ready for an insurance experience rooted in clarity, service, and real protection—EIS California is here to lead the way.