Winery Questionnaire

Winery Questionnaire

  • RENEWAL DATE
  • MM slash DD slash YYYY
  • NAMED INSURED(S)
  • DBA(S)
  • CONTACT NAME
  • PHONE
  • STREET ADDRESS
  • CORP. STRUCTURE
  • FEIN NUMBER
  • SALES BY CATEGORY
  • Total Wine Sales
  • Bulk Grape
  • Tasting Room Only
  • Host Custom Crush
  • # of Clients:
  • Restaurant
  • Third Party Event
  • Hotel, B&B, Dwelling Rental
  • Merchandise
  • TOTAL SALES
  • CASED WINE
  • Sales Volume – Total number of cased/bottled wine sold over last 12 months:
  • Revenue – Total sales of cased/bottled wine over last 12 months:
  • BULK WINE
  • Sales Volume – Total number of bulk wine gallons sold last 12 months:
  • Volume Produced At Harvest- Total number of bulk wine gallons produced at harvest
  • Revenue – Total sales of bulk wine over last 12 months (sold as bulk wine versus cased wine):
  • INVENTORY
  • Avg. Monthly Gallons
  • Avg. # of Cases on Hand
  • Avg. # of Barrels on Hand
  • Replacement Cost per Barrel
  • TANK SCHEDULE
  • Total # of Tanks
  • Total Tank Gallons
  • % of Jacketed Tanks
  • Largest Tank (gals)
  • Total Replacement Cost of All Tanks
  • STOCK OF OTHERS:
  • Do you produce or store wine for others?
  • MISCELLANEOUS:
  • Wine Making Equipment Value
  • Mobile Equipment Values
  • Do you have any Caves?
  • Do you have plans for any construction at your described premises?
  • Do you own and operate Solar Panels?
  • Do you own permanent backup generator(s)?
  • Do you currently have insurance for your winery?
  • If yes, have you had any losses in the past five (5) years? We will need five (5) years of currently valued loss runs if you are not an existing client
  • Number of years in business:
  • Total number of employees:
  • Do you bottle your own wine?
  • Do you bottle wine for others?
  • If yes, how many cases are bottled for others?
  • Do you provide transportation for visitors to or on your Property?
  • Do you offer Tours?
  • How many visitors do you have on an Annual basis?
  • Do you own or lease any vineyard property?
  • If yes, please provide number of planted acres:
  • Do you host Events on your Premises?
  • f yes, provide number of annual events:
  • Do you rent out your facility to third parties for their events?
  • If yes, provide number of annual events:
  • Do you carry an umbrella? If so, please provide limit
  • BUILDING & WILDFIRE PROTECTION SCHEDULE
  • Building Construction:
  • Use:
  • Square Footage:  
  • Year Built: 
  • Year Upgraded:  
  • Value:
  • Building Fire Protections: (mark all that apply)
  • Is there a Fire Hydrant on Site?
  • If yes, distance from building       feet
  • Do you have a Brush Maintenance Program in Place?
  • Private Water on Site: (mark all that apply)
  • Use:
  • Square Footage:
  • Year Upgraded
  • Value
  • Building Fire Protections: (mark all that apply)
  • Is there a Fire Hydrant on Site?
  • If yes, distance from building       feet
  • Do you have a Brush Maintenance Program in Place?
  • Private Water on Site: (mark all that apply)
  • Building Construction:
  • Use
  • Square Footage:
  • Year Built
  • Year Upgraded:
  • Value:
  • Building Fire Protections: (mark all that apply)
  • Is there a Fire Hydrant on Site?
  • If yes, distance from building       feet
  • Do you have a Brush Maintenance Program in Place?
  • Private Water on Site: (mark all that apply)
  • Building Construction:
  • Use:
  • Square Footage:
  • Year Built:
  • Year Upgraded:
  • Value:
  • Building Fire Protections: (mark all that apply)
  • Is there a Fire Hydrant on Site?
  • If yes, distance from building       feet
  • Do you have a Brush Maintenance Program in Place?
  • Private Water on Site: (mark all that apply)

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Celebrating over 60 Years

Founded in 1960, DiBuduo & DeFendis Insurance Brokers, LLC (D&D) is one California’s largest independent insurance agencies with offices throughout the state. The D&D Beverage Groups take a partnership approach in working with our clients offering services to help control insurance costs, keep workers safe and productive while protecting businesses against loss.

Contacts

Program Director
Kevin Lynn |kevin.lynn@dibu.com

Southern California
Dalton DeFendis | dalton.defendis@dibu.com

Central Coast
Steve Devericks | steve.devericks@dibu.com

Main Office
6873 N. West Avenue, Suite 101
Fresno, CA 93711
dibu.com
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