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    5861 Pine Ave., Ste. A2
    Chino Hills, California 91709
    Phone: 909-310-2422
    Fax: 909-393-5577
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    • Your Guide to When to Get Homeowners Insurance When Buying a House

      Your Guide to When to Get Homeowners Insurance When Buying a House

    • How Soon Before Closing Should I Get California Homeowners Insurance?

      How Soon Before Closing Should I Get California Homeowners Insurance?

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    Personal Insurance

    Specialized coverage for individuals and families in California.

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    Homes &
    Property

    Cars, Trucks,
    & Exotics

    Personal
    Umbrella

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    Valuables

    Flood
    Insurance

    Life &
    Medicare

    Boats &
    Watercraft

    Motorcycle &
    Powersports

    • Homeowners
    • High Net Worth
    • Vehicles
    • Life
    • Umbrella
    • Boat
    • Landlords
  • Private Client
  • Business
    Business Insurance

    Customized coverage for all types of businesses, large and small.

    Get InsuranceGet Insurance

    Commercial
    Property

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    General
    Liability

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    Compensation

    Need a policy recommendation?

    Answer 3 questionsAnswer 3 questions
    We provide businesses with a variety of different coverage & policy options that fit their needs.
    View All Policy Types
    • General Liability
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    • Commercial Auto
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    • Commercial Package
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    • Cyber Liability
  • Finance
    Financial Services

    Helping you build a successful financial strategy.

    Get InsuranceGet Insurance

    Planning

    Annuities

    401K

    Retirement
    Plans

    Traditional &
    Roth IRAs

    College
    Saving-529

    • Retirement Plans
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    • College Saving-529
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    • Traditional & Roth IRAs
  • About

    Our Company

    • About Us
    • Our Team
    • Reviews
    • Blog
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    • Location

    Chino Hills Office

    5861 Pine Ave., Ste. A2
    Chino Hills, California 91709
    Phone: 909-310-2422
    Fax: 909-393-5577
    Get DirectionsGet Directions

    Latest Articles

    • Your Guide to When to Get Homeowners Insurance When Buying a House

      Your Guide to When to Get Homeowners Insurance When Buying a House

    • How Soon Before Closing Should I Get California Homeowners Insurance?

      How Soon Before Closing Should I Get California Homeowners Insurance?

    All Blog ArticlesAll Blog Articles
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Current Insurance Information

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MM slash DD slash YYYY
Have you had any claims in the last 5 years?
Does your current insurance program include?
MM slash DD slash YYYY
Is it?
MM slash DD slash YYYY

General Information

Are all facilities licensed through the state?
Has your license ever been suspended, revoked, or placed under conditional status OR claims of negligence?
MM slash DD slash YYYY
Any violations noted?
Are counseling services offered for any of the following?
Check all that apply.
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Is insurance in place at these other locations?

Property Details

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Resident unauthorized leave prevention?
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Does a physician screen clients prior to admission?
Are residents responsible for their own basic personal care?
Example: Bathing, dressing, eating, restroom aide.
Do you allow physical restraint?
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By Who
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Is there a written plan for supervising staff when interacting with clients on and off premises?
Are security cameras monitoring operations and residents?
Are resident's door ever locked from the outside?
Are residents allowed to cook their own meals?
How?
Is there a pool?
Who uses the pool?
Check all that apply.
Is the pool fenced with a self-locking gate?
Is there a diving board?
Is there trained staff on water safety?

Management Practices

Do you have sign in/out procedures for?
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What is your client to staff ratio?
Day
Night

Abuse Prevention

Do you run criminal background checks, including sex/child abuse related crimes, before an employment offer?
This includes employees and volunteers.
Do you have a crisis plan for dealing with an incident of abuse?
Is there formal training on child/sexual abuse?
Are closed door one-on-one meetings prohibited?
Have any incidents resulted in an allegation of sexual abuse?
Was the case taken to trial?

Human Resources

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Maximum number of staff reached.

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Is drug testing conducted?
Do you train and require all staff to report incidents, in writing, and do you investigate each incident?

Workers Compensation

Which of the following contracted services are utilized?
Are there written agreements with those contractors?
Do you collect certificates of insurance from your contractors?

Financials

Annual Revenue:
Current Fiscal Year
Previous Fiscal Year
Annual Budget:
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Total Assets:
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Vehicles and Transportation

Year Make Model Actions
     
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Do employees or volunteers use their personal vehicles for business?
How many use their own vehicles for business use?
Full Time - Driving over 20 hours per week Part Time - Driving up to 20 hours per week
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Do you run MVRs on employees?
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Do you provide transportation services?
Do vehicles equipped for wheelchairs have tie-down belts?
Do you have a formal maintenance and safety training program in place?
Does Applicant utilize GPS fleet telematics devices?
Fleet Telematics Utilized

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Office Address

5861 Pine Ave., Ste. A2
Chino Hills, California 91709
Phone: 909-310-2422
Fax: 909-393-5577

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DISCLAIMER: Informational statements regarding insurance coverage are for general description purposes only. These statements do not amend, modify or supplement any insurance policy. Read your policy or consult with your agent for details. Your eligibility for particular products and services is subject to final underwriting and acceptance by the insurance company providing such products or services.

This website does not make any representations that coverage does or does not exist for any particular claim or loss, or type of claim or loss, under any policy. Be sure to read the policy, including all endorsements, or prospectus, if applicable.

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If your application contains purposefully misleading, absent, or inaccurate information, you could be charged with fraud. Your insurance carrier could potentially void your policy, or you could face civil or criminal charges or penalties.

Any person who knowingly and with intent to defraud any insurance company or other person, files an application for insurance or statement of claim containing any materially false information or conceals, for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent act, which is a crime.

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