1. Practice Profile

Let's start with the basics of your practice.

2. Operations Snapshot

Do you own the building(s) or lease your space? Own BuildingLease Space

3. Property, Equipment & Valuables

Think of this as: everything you would need to buy brand new if you moved to a new location — dental chairs, X-ray machines, CAD/CAM, inventory, supplies, office furniture, and all clinical equipment. We need the full replacement cost (what it would cost to buy everything new today), not the depreciated value.

Estimated Total Value of All Business Personal Property (Replacement Cost)* Are there any items that are very unique in design or value that should be considered for separate/scheduled coverage? (e.g., specialized imaging equipment, custom-built cabinetry, etc.) YesNoAre there any items that you take off-premises to perform your services? (e.g., portable equipment for mobile dentistry, community events, etc.) YesNoDo you have any unique artwork, collectibles, or other high-value items in your practice that are not traditional dental tools/equipment?

Many practices display valuable artwork or collectibles that standard policies provide limited coverage for.

YesNoYear of Last Major Building/Systems Updates

Enter the year for each. If you don't know, leave blank — this may impact your quote options.

Protection & Safety SystemsSprinkler System? YesNoBurglar Alarm System? NoneLocal AlarmCentral Station MonitoredFire Alarm System? NoneLocal AlarmCentral Station Monitored

4. Cyber & Data Security

Do you currently have a Cyber Insurance policy? YesNo

5. Clinical Risk & Claims History

Highest level of sedation administered on-site? None / Local OnlyNitrous OxideOral Conscious SedationIV / General AnesthesiaAny insurance claims or board actions in the past 5 years? YesNo

6. Other Exposures & Coverage Needs

Are there any vehicles or autos titled in the practice name, or personally owned vehicles used for practice business? YesNoWhat limits of liability protection are you seeking?Premises / General Liability $1M / $2M$2M / $4MOtherNot SureProfessional Liability (Malpractice) $1M / $3M$2M / $4MOtherNot SureAny other insurance concerns or coverage needs?

Examples: Flood Insurance, Loss of Income / Business Interruption, Equipment Breakdown, Backup of Water/Sewer, Employment Practices Liability (EPLI), Umbrella/Excess Liability, Workers' Compensation, etc.

7. Document Uploads (Fast-Track Your Quote)

Upload your current policy documents to skip many of the questions above and get a faster, more accurate quote. If you use a tool like Canopy Connect, you can auto-import your policy data — contact us for details.

One Last Question

What is your primary goal for this quote? Lower My PremiumImprove Coverage QualityBetter Claims SupportNot Sure