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.

Address

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

dibu.com

Contact

Kevin Lynn, Program Manager
(805) 593-1400
100 Cross Street, Suite 203
San Luis Obispo, CA 93401

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