Warp Speed Holdings · Family of CompaniesInsurance Intake — Launch Step 4
This intake gives Click2Bind the inputs to analyze your company's risk, design the right coverage program, and put bound policies in place on the launch clock. Complete inputs produce an accurate program — blanks produce guesswork, and guesswork produces gaps.
Begin the Intake⏱ 20–30 minutes💾 Save & resume anytime🔒 No SSNs, DOBs, or bank details collected
Click2Bind is engaged on every launch through bound policies — not a project SOW. The intake drives five deliverables:
Exposures identified by operation, state, asset, and workforce — from your actual inputs, not assumptions.
Safety programs, controls, and practices factored into program design and carrier positioning.
Every applicable line — WC, GL, E&O, Auto, Bonds, EPLI, Cyber, Benefits — sized to the business, not templated.
Missing, inherited, or contractually required coverage surfaced before it becomes an uninsured loss.
The program is marketed to multiple carriers; the most competitive options are presented and bound.
Insurance runs on the same clock and the same proof discipline as every other function.
Function owners and company leadership complete this questionnaire. Data entered here carries into the launch record — no re-entry.
On acquisitions, insurance continuity is a Day-1 control item — existing coverage must not lapse during transition.
Intake outputs feed the approved plan. An incomplete intake produces a thin plan — a red flag, not a scheduling detail.
Bound policies and certificates of insurance are the proof artifacts — delivered to the launch record, not just claimed.
The questionnaire adapts to your entity — vehicle and bonding sections only appear if they apply.
We start by inventorying the coverage already in place — then requote and bind. Continuity first: nothing lapses mid-transition.
Have ready: current policies, carriers and expiration dates, and loss runs. The prior-insurance section of the intake is where these go.
We scope insurance and asset needs from zero — coverage designed around the operating plan rather than history.
Have ready: projected revenue, payroll and headcount by state, and target effective dates. Good-faith projections beat blanks; we true them up at review.
Save and resume is available throughout — but the intake moves fastest with these at hand.
Legal name, FEIN, entity type, formation state, addresses, and states of operation.
Payroll and headcount by state, plus the employee census file for the benefits program.
Current or prior policies and loss runs — required on acquisitions, skipped if none exist.
Vehicle schedule with VINs and drivers; bond requirements with states, amounts, and obligees.
Transmitted securely. Reviewed by a licensed Click2Bind producer — nothing routes to carriers without producer review.
A licensed Click2Bind producer reviews the full intake and follows up on anything unclear — typically within one business day.
Exposures mapped by line and state; existing or inherited coverage compared against what the operation actually requires.
Lines and limits proposed for the entity — including anything driven by contracts, leases, lenders, or licensing.
The program is submitted to multiple carriers appropriate to the risk; quotes are returned and compared.
Options reviewed with company leadership and the Launch Sponsor as needed; selected coverage is bound on the target effective dates.
Bound policies and certificates of insurance are delivered to the launch record. Renewal and servicing continue through Click2Bind after Day 60.
All inputs are encrypted in transit and stored securely. Information is used solely to analyze risk and place coverage for your entity.
This intake never asks for Social Security numbers, driver's license numbers, dates of birth, or bank details — by design. Driver schedules use name, hire date, and license state only.
Nothing is automated to carriers. A licensed producer reviews every intake before any submission moves forward.