Julian Young® - Initial Inquiry

First Name*

Last Name*

Primary Email*

Primary Phone*

City*

State / Province*

ZIP / Postal Code*

Company Name*

Are you representing a Company? Complete this field with your Company Name. Or, if you are doing business as an individual, then leave this field blank.

Website

How Many Years has Your Company Been in Operation

What stage of business are you in?*

Idea or planning phase

Hobby or side hustle

Incorporated business

On a scale of 1 to 10, how passionate are you about your business (idea)?

What is Your Title/ Role the in Company

Do you have any business partners?

If so, please list their names and percentage shares in ownership.

Number of Employees

Approximate Annual Revenue

What legal information or guidance would you like to have more clarity on?*

What are the most common legal questions your company faces related to contracts, intellectual property, employment, or other areas of business law?*

Marketing and Sales*

Website and domain name

Business cards

Professionally designed logo

Branded brochures/materials

Business email address (no gmail.com)

Business social media

Established client base

Defined marketing and sales strategy

Vision statement

Mission statement

Unique value proposition statement

Human Resources*

Recruitment process for talent acquisition

Hiring process

Onboarding process for new employees

Knowledgeable of all required documents and forms such as I-9 and W-4

Documented training & development processes

Written job descriptions for all key roles

Employee handbook (dress code, time off requests, corrective action, etc.)

Workers’ compensation policy

Written contractor agreements (if applicable)

Recordkeeping of employee performance, training, and disciplinary actions

Legal and Compliance*

Operating agreement

Business incorporation/filing

Business bank account

Federal tax ID number (EIN)

Nebraska Identification number

Nebraska sales tax permit

Business insurance

Lease agreement/ownership of location/real estate agent to acquire property

Accounting and Payroll*

Payroll processing system (i.e. QuickBooks or Gusto) or service provider

Accounting software for bookkeeping and reporting

Financial statements (profit & loss, cashflow, balance sheet)

Payroll tax compliance procedures to calculate and remit taxes, handle year-end forms (1099s, W-2s)

Internal controls to prevent error and fraud

Systems and Operations*

Client database (CRM)

Identified (or currently using) all necessary technology & software

Payment system (credit cards/online payments)

Inventory management

Documented operational processes and procedures

Quality control process

Identified operational budgets (i.e. percentages for labor, costs of goods, etc.)

Additional comments or notes you wish to share.

How did you hear about us?*

Current Policy Holder

Google/search engine

Social media

TV/news

Article

Referral

Walk in

Other

If referred by a current policy holder, please list who referred you.

Are you interested in learning more about Young Insurance?

Yes

No

Are you interested in opening a Young Bank account?

Yes

No