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ABOUT
COMMERCIAL
PERSONAL
PRIVATE CLIENT
INDUSTRY SOLUTIONS
BENEFITS
GET A QUOTE
CAREERS
CONTACT

Dealership Insurance Review Intake

This intake is reviewed by Greg Knight, Senior Vice President – Auto Dealer Practice at Wheeler & Taylor Insurance.

It helps us understand your dealership’s operations, current insurance program, and potential areas of exposure so we can prepare a tailored risk and coverage review specific to your business.

Business Basics

Tell us a bit about your dealership.

First Name *

Last Name *

Dealership Name

Email Address *

Phone Number *

Dealership Profile

Type of Dealership *Franchise New CarIndependent DealerUsed Car DealerAuto Group / Multi-LocationRV / Specialty Dealer

Number of Locations *12-34-1010+

Approx. Annual Sales / Revenue *Under $5M$5M–$25M$25M–$100M$100M+

Number of Employees *1–1011-2526-5152-100100+

Current Insurance Program

Do you currently have dealership insurance in place? *YesNoNot Sure

What coverages do you currently carry? *Garage LiabilityDealer Open Lot / Physical DamageProperty InsuranceGeneral LiabilityWorkers’ CompensationCyber LiabilityEmployment Practices Liability (EPLI)Commercial AutoUmbrella / Excess LiabilityNot sure

What Challenges Are You Facing Today?

Where are you most concerned about exposure today? *Cyber / Data Breach Risk (customer data, financing, payments)Inventory Loss (theft, weather, damage)Employee / HR-related claimsProperty / Building exposureBusiness interruption / downtimeLender / manufacturer compliance gapsNot sure — need guidance

How many vehicles are typically on your lot? *Under 5050–150150–500500+

What challenges are you experiencing today?

What challenges are you experiencing today? *Rising insurance costsCoverage gaps or uncertaintyLack of coordinated risk strategyCybersecurity concernsClaims history or recent lossesExpanding locations or operationsInventory values increasing faster than coverageNot reviewing coverage regularly

What are you most interested in improving?

What are you most interested in? *Comprehensive dealership risk reviewBetter alignment between coverage and operationsCyber and data protection strategyImproving carrier structure and pricingPreparing for growth / acquisition / expansionAnnual insurance program review process

Review & Submit

Just one final step to get your quote started.

Please take a moment to review your information before submitting. This helps us ensure your quote is accurate and tailored to your needs.

I confirm that the information provided is accurate and complete to the best of my knowledge.

I agree to be contacted to discuss this request and review coverage options.

I understand that this is a request for a quote and does not bind coverage.

Initial

Enter your initials as confirmation of the above statements. *0 / 10

Submit Your Request

Once submitted, Greg Knight will personally review your dealership profile and follow up with next steps, including coverage insights and potential gap areas specific to your operation.

We’ll focus on helping you better align your insurance program with how your dealership actually operates — from inventory and finance to cyber, property, and liability exposure.

Best,
Greg Knight
Vice President – Auto Dealership Practice
Wheeler & Taylor Insurance
e. gknight@wheelerandtaylor.com
p. 413-329-0353

Please do not fill in this field.