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API Autoquotes
For MPL, the At-Bay API autoquotes up to $2M in aggregate limits for companies up to $50M in annual revenue. Referrals are supported for companies up to $100M in annual revenue.

Requesting an MPL Quote

POST/quotes endpoint summary

To request an MPL quote, use the POST/quotes endpoint, which is the same endpoint used to obtain Cyber and Tech E&O quotes. The POST/quotes endpoint has three main pieces, all of which are required to obtain a quote:

Client object
Policy object
Question object

The client object

“Broker_email”: Broker of record’s email. Must be an At-Bay appointed broker and exist/registered with At-Bay. To request to add new brokers, please provide their info in At-Bay's online form.
“Domains”: can provide 1 or many domains, but is optional for MPL
“Revenue” Revenue up to $100M
“Industry”: must be in the form of 6 digit NAICS, but is optional for MPL
“Address”: must be a Google-validated address. Please use the “street2” field to add additional address information, like apartment number. Currently unable to accept submissions for PO boxes.

The policy object

“Insurance_product”: Define the product and options requested.
“Quotes”: Can optionally include an effective date as “effective_date”. Note, as of September, At-Bay has implemented a limit on the number of options per POST/quote request to 15.
Note: MPL requires a per_claim_retention, which is different than Cyber and Tech E&O’s aggregate_retention

The question object

Provide required answers to At-Bay’s MPL questionnaire. Required questions will vary based on revenue and the service(s) selected. See the following section for full information on question IDs and required values for all MPL services.

MPL Question Set

Question ID	Question	Type	Condition	Answer IDs + Text
business_3_yrs	Has the Applicant been in business for at least three years?	Boolean	If annual_revenue > 3M	"True", "False"
principals_3_yrs	Does the Applicant or its principals have three or more years of experience in the services for which they are seeking coverage?	Boolean	If annual_revenue > 3M	"True", "False"
one_client_50_pct	Does any client represent more than 50% of the Applicant's total revenue?	Boolean	If annual_revenue > 3M	"True", "False"
written_contracts	Does the Applicant use written contracts or agreements with customers for the provision of services?	Boolean	If annual_revenue > 3M	"True", "False"
services	Select the services for which the Applicant is seeking coverage:	Multi select		“accident_reconstruction_services”: Accident reconstruction services; "acoustic_consultant": Acoustic consultant; “actuarial_consulting_services”: Actuarial consulting services; "advertising_agency": Advertising agency; "alarm_monitoring_services": Alarm monitoring services; “analytical_testing_lab_services”: Analytical testing lab services; “appraiser_goods_and_services”: Appraiser of goods and services; “arbitration_services”: Arbitration services; “association_management_services”: Association management services; “auctioneering_of_real_estate”: Auctioneering of real estate; “auctioneering_services_non_real_estate”: Auctioneering services (non-real estate); “audio_and_visual_consulting_services”: Audio and visual consulting services; “babysitter_and_babysitter_referral_services”: Babysitter and babysitter referral services; "bookeeping_services": Bookkeeping services; “business_brokers": Business brokers; “call_center_services_911_emergency”: Call center services (including 911 and emergency services); “call_center_services_no_911”: Call center services (no 911 or emergency services); "career_coaching_and_career_counseling": Career coaching and career counseling; "caterer_services": Caterer services; “cell_site_acquisition_services”: Cell site acquisition services; “charm_school”: Charm school; "claims_adjuster_services": Claims adjuster services; "closing_agent_services": Closing agent services; “college_preparation_services": College preparation services; "concierge_personal_services": Concierge / personal services; “courier_services”: Courier services; “court_reporting”: Court reporting; “custom_brokers”: Customs brokers; "damage_appraiser_services": Damage appraiser services; “Driving_instruction_services”: Driving instruction services; “educational_consulting”: Educational consulting; “employment_agency”: Employment agency; “equipment_lease_broker”: Equipment lease broker; “escrow_agent_services”: Escrow agent services; “esg_consulting_services”: ESG (Environmental, social, and corporate governance) consulting services; “estate_sale_coordination_services”: Estate sale coordination services; “event_planning”: Event planning; "executive_coaching": Executive coaching; “executive_recruiting_services": Executive recruiting services; “exhibit_design_services”: Exhibit design services; “expert_witness_services”: Expert Witness Services “film_editing_services”: Film editing services; "flood_zone_determination_services": Flood zone determination services; “florist”: Florist; “food_safety_consulting_services”: Food safety consulting services; “forestry_consulting”: Forestry Consulting “freight_forwarding”: Freight forwarding; “funeral_director_cremation_services”: Funeral director services (including cremation services); “funeral_director_no_cremation_services”: Funeral director services (no cremation services); "graphic_design_services": Graphic design services; “grant_wrting_administration_monitoring_services”: Grant writing, administration, and monitoring services; "hotel_property_management_services": Hotel property management services; "human_resources_hr_consulting_services": Human resources (HR) consulting services; “interim_management_services”: Interim management services; "interior_design_services": Interior design services; “insurance_consulting”: Insurance consulting; “insurance_inspection_services”: Insurance inspection services; "janitorial_cleaning_services": Janitorial services / cleaning services; "kennel_pet_instruction_services": Kennel / pet instruction services; “landman_right_of_way_consulting_services”: Landman and right of way consulting services; “landscape_design_services”: Landscape design services; "life_coaching": Life coaching; “lighting_design_consulting_services”: Lighting design consulting services; “litigation_support_services”: Litigation support services “lobbyist”: Lobbyist; “loss_control_consulting”: Loss control consulting services; “loss_control_inspection”; Loss control inspection services; “mailing_services”: Mailing services; “management_consulting”: Management consulting; “market_research_services”: Market research services; “marketing_consulting”: Marketing consulting; “media_and_brand_consulting": Media and brand consulting; "media_buying_agency_services": Media buying agency services; “mediation_services”: Mediation services; "medical_billing_coding_and_practice_management": Medical billing, coding, and practice management; "medical_insurance_credentialing_services": Medical or insurance credentialing services; “messenger_services”: Messenger services; “mortgage_brokers”: Mortgage brokers; "mortgage_review_auditing_services": Mortgage review and auditing services; "motor_vehicle_title_and_registration_services": Motor vehicle title and registration services; “nanny_and_nanny_placement_services”: Nanny and nanny placement services “notary_services”: Notary services; “paging_services”: Paging services; “pastoral_counseling”: Pastoral counseling; “pet_grooming”: Pet grooming; “photography_services”: Photography services; “pilot_car_services”: Pilot car services; “polgygraph_operator”: Polygraph operator; “premium_finance_services”: Premium finance services; "printers": Printers; “private_investigator_and_detective_services”: Private investigator and private detective services; "probation_monitoring_services_misdemeanor_only": Probation monitoring services (misdemeanor only); “probation_monitoring_services_including_felony_monitoring": Probation monitoring services (including felony monitoring); “process_server_services”: Process server services; “professional_or_trade_association_services”: Professional association or trade association services; “professional_employment_organization_services”: Professional employment organization services; “project_management_services”: Project management services; “property_management_services”: Property management services; “professional_organizer_services”: Professional organizer services; “property_preservation_services”: Property preservation services; “property_tax_appeal_services”: Property tax appeal services; “public_relations_services”: Public relations services; "real_estate_agent_and_broker_services": Real estate agent and broker services; "real_estate_appraiser_services": Real estate appraiser services; “real_estate_consulting_counseling_advisor_services”: Real estate consulting, counseling, or advisor services; "recruiting_consulting": Recruiting consulting; “referral_services”: Referral services; “regulatory_compliance_consulting”: Regulatory compliance consulting; “relocation_agent_services”: Relocation agent services; “resume_services”: Resume services; “risk_management_consulting”: Risk management consulting; “staffing_agency_services”: Staffing agency services; “structured_settlement_broker_services”: Structured settlement broker services; “talent_agent_services”: Talent agent services; “tax_preparation_services”: Tax preparation services; "technical_writing_services": Technical writing services; “test_proctoring_services”: Test proctoring services; “third_party_administrator”: Third-party administrator services; “title_abstractor”: Title abstractor; “title_agent”: Title agent; "tour_operators": Tour operators; “training_vocational_school_services”: Training and vocational school services; "transcription_services": Transcription services; "translation_services"; Translation services; "travel_agents": Travel agents; “trustee_services”: Trustee services; "tutoring_services": Tutoring services; "typing_services": Typing services; “veterinarian”: Veterinarian; "vocational_counseling": Vocational counseling; "wedding_officiant_services": Wedding officiant services; "wedding_planning_services": Wedding planning services;
claims_potential_claims	Having inquired of all partners, directors, officers, members, board members, or employees, is the Applicant aware of any act, error, omission, personal injury, fact, circumstance, situation, or incident that could be a basis for a claim or suit under the proposed insurance?	Boolean		"True", "False"
potential_claims_details	If yes, please provide details:	Free text	If claims_potential_claims = True
claims_past_3_yrs	Have any claims, suits, or disciplinary proceedings been made against the Applicant, its predecessors, subsidiaries, or affiliates or against any past or present partners, directors, officers, members, board members or employees within the past three years?	Boolean		"True", "False"
has_claims_info	Are you able to provide details on these claims, suits, or disciplinary proceedings occurring in the past three years一including the number of claims, payments, and reserves?	Boolean	If claims_past_3_yrs = True	"True", "False"
claim_count	In the past three years, how many claims has the Applicant made or reported?	Free text	If has_claims_info = True	Number
claim_total_loss	In the past three years, how much in total payments and reserves have been made or posted (by, or on behalf of) the Applicant一including loss, indemnity, defense costs, and expenses?	Free text	If has_claims_info = True	Dollar
needed_retro_date	Does the Applicant currently have professional liability coverage that would require a retroactive date to be matched?	Boolean		"True", "False"

Service-Specific Question Set

911 and Emergency Call Center Supplemental Questions

Applies to the following services:

“call_center_services_911_emergency”: Call center services (including 911 and emergency services);

Question ID	Question	Type	Condition	Answer IDs + Text
call_center_written_procedures	Does the Applicant have formal written procedures in-place to comply with service level requirements and to comply with recording retention requirements?	Boolean		"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

call_center_written_procedures

Does the Applicant have formal written procedures in-place to comply with service level requirements and to comply with recording retention requirements?

Boolean

"True",

"False"

Actuarial Consulting Services Supplemental Questions

Applies to the following services:

“actuarial_consulting_services”: Actuarial consulting services;

Question ID	Question	Type	Condition	Answer IDs + Text
actuarial_consulting_services	What types of actuarial consulting services does the Applicant provide?	Multi Select		“actuarial_enterprise_risk_management”: Enterprise risk analyst or management; “actuarial_expert_witness”: Expert Witness; “actuarial_investment_modeling_risk_management”: Investment modeling and risk management (including investment, banking, or mergers and acquisitions); “actuarial_life_health_insurance”: Life or health insurance actuary; “actuarial_pension_retirement_planning”: Pension and retirement planning actuary; “actuarial_predictive_data_analysis”: Predictive analytics or data analysis; “actuarial_property_casualty”: Property and casualty actuary

Question ID

Question

Type

Condition

Answer IDs + Text

actuarial_consulting_services

What types of actuarial consulting services does the Applicant provide?

Multi Select

“actuarial_enterprise_risk_management”:
Enterprise risk analyst or management;

“actuarial_expert_witness”:
Expert Witness;

“actuarial_investment_modeling_risk_management”:
Investment modeling and risk management (including investment, banking, or mergers and acquisitions);

“actuarial_life_health_insurance”:
Life or health insurance actuary;

“actuarial_pension_retirement_planning”:
Pension and retirement planning actuary;

“actuarial_predictive_data_analysis”:
Predictive analytics or data analysis;

“actuarial_property_casualty”:
Property and casualty actuary

Advertising Agency, Graphic Design, Marketing Consulting, Market Research Services, Media/Brand Consulting, Media Buying Agencies, Public Relations Question Set

Applies to the following services:

"advertising_agency": Advertising agency;
"graphic_design_services": Graphic design services;
“market_research_services”: Market research services;
“marketing_consulting”: Marketing consulting;
“media_and_brand_consulting": Media and brand consulting;
"media_buying_agency_services": Media buying agency services;
“public_relations_services”: Public relations services;

Question ID	Question	Type	Condition	Answer IDs + Text
advertising_formal_procedures	Does the Applicant have formal procedures in place for compliance with state and federal regulations when providing advertising services for any of the following? Alcoholic beverages Firearms Pharmaceuticals / nutraceuticals Political advertising Tobacco / e-cigarettes	Single Select		"advertising_formal_fedgov_procedures_true": Yes; "advertising_formal_fedgov_procedures_fase": No; "advertising_formal_fedgov_procedures_NA": Does not provide these services;
advertising_gross_receipts	Are more than 50% of the Applicant's gross receipts generated from national radio, magazine, or television advertisements?	Boolean	If annual_revenue > 3M	"True"; "False"
advertising_approved_materials	Does the Applicant require clients to approve all materials prior to use?	Boolean	If annual_revenue > 3M	"True"; "False"

Question ID

Question

Type

Condition

Answer IDs + Text

advertising_formal_procedures

Does the Applicant have formal procedures in place for compliance with state and federal regulations when providing advertising services for any of the following?

Alcoholic beverages
Firearms
Pharmaceuticals / nutraceuticals
Political advertising
Tobacco / e-cigarettes

Single Select

"advertising_formal_fedgov_procedures_true":
Yes;

"advertising_formal_fedgov_procedures_fase": No;

"advertising_formal_fedgov_procedures_NA": Does not provide these services;

advertising_gross_receipts

Are more than 50% of the Applicant's gross receipts generated from national radio, magazine, or television advertisements?

Boolean

If annual_revenue > 3M

"True";

"False"

advertising_approved_materials

Does the Applicant require clients to approve all materials prior to use?

Boolean

If annual_revenue > 3M

"True";

"False"

Analytical Testing Lab Services Supplemental Questions

Applies to the following services:

“analytical_testing_lab_services”: Analytical testing lab services;

Question ID	Question	Type	Answer IDs + Text
analytical_testing_scope	Does the Applicant provide testing of or for any of the following? Asbestos evaluation or abatement services Geotechnical soils, structural engineering, or construction materials Petroleum Pharmaceutical, OTC, medical device, nutritional, or nutraceutical products Weapons	Boolean	"True"; "False"
analytical_testing_pollutants	Does the Applicant advise on the contamination risk, presence of, or clean up of any pollutants?	Boolean	"True"; "False"
analytical_testing_rec	Does the Applicant provide recommendations for changes of tested items?	Boolean	"True"; "False"

Question ID

Question

Type

Condition

Answer IDs + Text

analytical_testing_scope

Does the Applicant provide testing of or for any of the following?

Asbestos evaluation or abatement services
Geotechnical soils, structural engineering, or construction materials
Petroleum
Pharmaceutical, OTC, medical device, nutritional, or nutraceutical products
Weapons

Boolean

"True";

"False"

analytical_testing_pollutants

Does the Applicant advise on the contamination risk, presence of, or clean up of any pollutants?

Boolean

"True";

"False"

analytical_testing_rec

Does the Applicant provide recommendations for changes of tested items?

Boolean

"True";

"False"

Appraiser of Goods and Services Supplemental Question Set

Applies to the following services:

“appraiser_goods_and_services”: Appraiser of goods and services;

Question ID	Question	Type	Condition	Answer IDs + Text
appraiser_value	What is the average value to the items sold by the Applicant?	Single select	If annual_revenue > 3M	“appraiservalue<10k”: Less than $10,000; “appraiser_value_10k_100k”: Between $10,000 and 100,000; “appraiser_value_100k_1m”: Between $100,000 and $1,000,000; “appraiservalue>1m”: Greater than $1,000,000;

Question ID

Question

Type

Condition

Answer IDs + Text

appraiser_value

What is the average value to the items sold by the Applicant?

Single select

If annual_revenue > 3M

“appraiservalue<10k”:
Less than $10,000;

“appraiser_value_10k_100k”:
Between $10,000 and 100,000;

“appraiser_value_100k_1m”:
Between $100,000 and $1,000,000;

“appraiservalue>1m”:
Greater than $1,000,000;

Arbitration and Mediation Services Supplemental Questions Supplemental Questions

Applies to the following services:

“arbitration_services”: Arbitration services;
“mediation_services”: Mediation services;

Question ID	Question	Type	Condition	Answer IDs + Text
arbitration_mediation_services	Does the Applicant provide mediation or arbitration services for any of the following? Class action or mass tort Debt mediation or credit counseling on behalf of debtors Labor union disputes	Boolean		"True"; "False"

Question ID

Question

Type

Condition

Answer IDs + Text

arbitration_mediation_services

Does the Applicant provide mediation or arbitration services for any of the following?

Class action or mass tort
Debt mediation or credit counseling on behalf of debtors
Labor union disputes

Boolean

"True";

"False"

Auctioneering of Real Estate Supplemental Questions

Applies to the following services:

“auctioneering_of_real_estate”: Auctioneering of real estate;

Question ID	Question	Type	Condition	Answer IDs + Text
real_estate_auctioneering_revenue	Is more than 25% of the Applicant's total revenue derived from commercial properties?	Boolean		"True"; "False"
real_estate_auctioneering_avg_value	What is the average value of all properties sold by the Applicant in the last 12 months?	Single Select	If annual_revenue > 3M	“realestate_auctioneering<300k”: Less than $300,000; “real_estate_auctioneering_300k_500k”: Between $300,000 - $500,000; “real_estate_auctioneering_500k_900k”: Between $500,000 - $900,000; “realestate_auctioneering>900k”: Greater than $900,000;
real_estate_auctioneering_ownership	Do the Applicant or its affiliates have more than 25% ownership interest in any property being managed, appraised, or held for sale?	Boolean		"True"; "False"
real_estate_auctioneering_services	Do the Applicant or its affiliates sell or manage properties developed by an owned or affiliated entity or provide any real estate development services?	Boolean		"True"; "False"

Babysitter and Nanny Services Supplemental Question Set

Applies to the following services:

“babysitter_and_babysitter_referral_services”: Babysitter and babysitter referral services;
“nanny_and_nanny_placement_services”: Nanny and Nanny Placement Services

Question ID	Question	Type	Answer IDs + Text
babysitter_nanny_client_type	What types of clients does the Applicant work with? Select all that apply.	Multi select	“Babysitter_nanny_client_aged”: Aged; “Babysitter_nanny_client_children”: Children; “Babysitter_nanny_client_mental”: Mentally Handicapped;
babysitter_nanny_school	Does the Applicantprovide these services at schools or preschools?	Boolean	"True"; "False"
babysitter_nanny_screening	Does the Applicant's screening procedures include all of the following? In-person interviews Identity verification Criminal/sex offender registry checks	Boolean	"True"; "False"

Question ID

Question

Type

Condition

Answer IDs + Text

babysitter_nanny_client_type

What types of clients does the Applicant work with? Select all that apply.

Multi select

“Babysitter_nanny_client_aged”:
Aged;

“Babysitter_nanny_client_children”:
Children;

“Babysitter_nanny_client_mental”:
Mentally Handicapped;

babysitter_nanny_school

Does the Applicantprovide these services at schools or preschools?

Boolean

"True";

"False"

babysitter_nanny_screening

Does the Applicant's screening procedures include all of the following?

In-person interviews
Identity verification
Criminal/sex offender registry checks

Boolean

"True";

"False"

Business Brokers Question Set

Applies to the following services:

“business_brokers": Business brokers;

Question ID	Question	Type	Condition	Answer IDs + Text
business_broker_fees_equity	Does the Applicant accept licensing fees or equity interest in any business deals or transactions?	Boolean		"True"; "False"
business_broker_avg_value_3_years	What is the Applicant average value of businesses brokered in the past three years?	Single select		“businessbroker_avg_value<1M": Less than $1,000,000; "business_broker_avg_value_1M_20M": Between $1,000,000 - $20,000,000; "businessbroker_avg_value>20M": Greater than $20,000,000;
business_broker_certified	Is the Applicant certified as a business broker or business intermediary?	Boolean	If annual_revenue > 3M	"True"; "False"

Question ID

Question

Type

Condition

Answer IDs + Text

business_broker_fees_equity

Does the Applicant accept licensing fees or equity interest in any business deals or transactions?

Boolean

"True";

"False"

business_broker_avg_value_3_years

What is the Applicant average value of businesses brokered in the past three years?

Single select

“businessbroker_avg_value<1M":
Less than $1,000,000;

"business_broker_avg_value_1M_20M":
Between $1,000,000 - $20,000,000;

"businessbroker_avg_value>20M":
Greater than $20,000,000;

business_broker_certified

Is the Applicant certified as a business broker or business intermediary?

Boolean

If annual_revenue > 3M

"True";

"False"

Claims Adjusters and Damage Appraisers Question Set

Applies to the following services:

"claims_adjuster_services": Claims adjuster services;
"damage_appraiser_services": Damage appraiser services;

Question ID	Question	Type	Condition	Answer IDs + Text
claims_adj_lines	For which lines of insurance does the Applicant handle claims?	Multi select		“claims_adj_aviation”: Aviation; "claims_adj_non_medical_casualty_and_liability": Casualty and liability (non-medical); “claims_adj_environmental”: Environmental; “claims_adj_life_insurance”: Life insurance; “claims_adj_marine”: Marine; “claims_adj_medical”: Medical; "claims_adj_personal_lines": Personal lines (other than life insurance); "claims_adj_property": Property; "claims_adj_other": Other;
	This policy excludes services as a public adjuster	Notice	Append to the end of “claims_adj_lines” question

Question ID

Question

Type

Condition

Answer IDs + Text

claims_adj_lines

For which lines of insurance does the Applicant handle claims?

Multi select

“claims_adj_aviation”:
Aviation;

"claims_adj_non_medical_casualty_and_liability":
Casualty and liability (non-medical);

“claims_adj_environmental”:
Environmental;

“claims_adj_life_insurance”:
Life insurance;

“claims_adj_marine”:
Marine;

“claims_adj_medical”:
Medical;

"claims_adj_personal_lines":
Personal lines (other than life insurance);

"claims_adj_property":
Property;

"claims_adj_other":
Other;

This policy excludes services as a public adjuster

Notice

Append to the end of “claims_adj_lines” question

Custom Broker, Freight Forwarding, and Mailing Services Supplemental Questions

Applies to the following services:

“custom_brokers”: Customs brokers;
“freight_forwarding”: Freight forwarding;
“mailing_services”: Mailing services;

Question ID	Question	Type	Condition	Answer IDs + Text
freight_mailing_avg_shipment_value	Are the Applicant's average value of materials transported per shipment greater than $1,000,000?	Boolean		"True"; "False"
freight_mailing_international_services	Does the Applicant provide international freight forwarding or mailing services?	Boolean	If annual_revenue > 3M	"True"; "False"
freight_mailing_operations	Does the Applicant own or operate warehouses, vehicles, or vessels used in the transportation of cargo?	Boolean	If annual_revenue > 3M	"True", "False"
freight_mailing_GL_cargo_insurance	Does the Applicant own or operate warehouses, vehicles, or vessels used in the transportation of cargo?	Boolean	If annual_revenue > 3M	"True", "False

Driving Instruction Services Question Set

Applies to the following services:

“Driving_instruction_services”: Driving instruction services;

Question ID	Question	Type	Condition	Answer IDs + Text
driving_instruction_classroom	Are the Applicant’s services limited to only classroom type instruction?	Single select		"Yes", "No, this includes in vehicle instruction"
driving_instruction_type	What driving instruction services does the Applicant provide? Select all that apply.	Multi select		“driving_instruction_student”: Student/Defensive Driving “driving_instruction_commercial”: Commercial/CDL/Truck Driving “driving_instruction_protective”: Protective driving school “driving_instruction_performance”: Performance or race car driving

Question ID

Question

Type

Condition

Answer IDs + Text

driving_instruction_classroom

Are the Applicant’s services limited to only classroom type instruction?

Single select

"Yes",

"No, this includes in vehicle instruction"

driving_instruction_type

What driving instruction services does the Applicant provide? Select all that apply.

Multi select

“driving_instruction_student”: Student/Defensive Driving

“driving_instruction_commercial”: Commercial/CDL/Truck Driving

“driving_instruction_protective”: Protective driving school

“driving_instruction_performance”: Performance or race car driving

Employment Agencies, Executive Recruiting, Recruiting Consulting, and Staffing Services Question Set

Applies to the following services:

“employment_agency”: Employment agency;
“executive_recruiting_services": Executive recruiting services;
"recruiting_consulting": Recruiting consulting;
“staffing_agency_services”: Staffing agency services;

Question ID	Question	Type	Condition	Answer IDs + Text
"applicant_professional_employer	Does the Applicant act as a professional employer organization?	Boolean		"True", "False"
job_types_recruited	What types of jobs are placed or recruited by the Applicant?	Multi select		"recruit_accountants": Accountants; "recruit_admin_office_staff": Administrative or office staff; "recruit_architects_engineers": Architects or engineers; "recruit_attorneys": Attorneys; "recruit_execs_mgmt": Executives or management; "recruit_IT": Information technology (IT) professionals; "recruit_laborers": Laborers; "recruit_nannies_sitters_childcare": Nannies, sitters, or other childcare; "recruit_other": Other;
conducts_background_checks	Does the Applicant conduct background checks and evaluate qualifications of personnel prior to placement?	Boolean	If annual_revenue > 3M	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

"applicant_professional_employer

Does the Applicant act as a professional employer organization?

Boolean

"True",

"False"

job_types_recruited

What types of jobs are placed or recruited by the Applicant?

Multi select

"recruit_accountants":
Accountants;

"recruit_admin_office_staff":
Administrative or office staff;

"recruit_architects_engineers":
Architects or engineers;

"recruit_attorneys":
Attorneys;

"recruit_execs_mgmt":
Executives or management;

"recruit_IT":
Information technology (IT) professionals;

"recruit_laborers":
Laborers;

"recruit_nannies_sitters_childcare":
Nannies, sitters, or other childcare;

"recruit_other":
Other;

conducts_background_checks

Does the Applicant conduct background checks and evaluate qualifications of personnel prior to placement?

Boolean

If annual_revenue > 3M

"True",

"False"

Equipment Lease Broker Supplemental Questions

Applies to the following services:

“equipment_lease_broker”: Equipment lease broker;

Question ID	Question	Type	Condition	Answer IDs + Text
equipment_lease_broker_value	For the Applicant’s equipment lease broker services, what is the average value of the equipment leased?	Single select	If annual_revenue > 3M	“equipmentlease_broker<10k”: Less than 10,000; “equipment_lease_broker_10k_100k”:” Between 10,000 and 100,000; “equipment_lease_broker_100k_1m”: Between 100,000 and 1,000,000;

Question ID

Question

Type

Condition

Answer IDs + Text

equipment_lease_broker_value

For the Applicant’s equipment lease broker services, what is the average value of the equipment leased?

Single select

If annual_revenue > 3M

“equipmentlease_broker<10k”:
Less than 10,000;

“equipment_lease_broker_10k_100k”:”
Between 10,000 and 100,000;

“equipment_lease_broker_100k_1m”:
Between 100,000 and 1,000,000;

Expert Witness Supplemental Questions

Applies to the following services:

“expert_witness_services”: Expert Witness Services

Question ID	Question	Type	Condition	Answer IDs + Text
expert_witness_specialization	What industries does the Applicant specialize in? Select all that apply.	Multi select		“expert_witness_recon”: Accident Reconstruction & Safety: Accidental Reconstruction, Failure Analysis, Fire, Labels & Warnings, OSHA Expert Witnesses, Product Liability, Slip, Trip & Fall, Sports; “expert_witness_environmental”: Environmental, Science, Agricultural & Animals: Dog, Horse & Fish Expert Witnesses, Chemical, Environmental, Mold & Industrial Hygiene, Materials, Metallurgy, & Weather Expert Witnesses; “expert_witness_appraisal”: Appraisal & Valuation: Antiques, Art, & Collectibles, Business Valuation, Gems & Jewelry, Machinery & Equipment Appraisal, Real Estate Valuation; “expert_witness_biz”: Business, Financial & Marketing: Banking Expert Witnesses, Bankruptcy, Business Expert Witnesses, Economics, Forensic Accounting, Securities; “expert_witness_tech”: Computers & Technology: Communications, Computer Expert Witnesses, Intellectual Property, Telecommunications; “expert_witness_construction”: Construction, Architecture & Engineering Expert Witnesses: Americans with Disabilities Act ADA, Construction, Safety Engineering, Structural Engineering Expert Witnesses “expert_witness_documents”: Documents & Handwriting: Document Examination, Handwriting Expert Witnesses “expert_witness_employment”: Employment & Vocational: Discrimination, Employment, Human Resources, Life Care Planning, Negligent Hiring, Sexual Harassment, Vocational Rehabilitation “expert_witness_family”: Family & Education: Adoptions, Alcohol Abuse, Child Abuse, Education Expert Witnesses, Playground Safety “expert_witness_forensic”: Forensic & Laboratory Testing: Audio, DNA, Drug & DUI, Fingerprints, Firearms & Ballistics, Photography, Private Investigators, Video Tape “expert_witness_retail”: Retail, Hotel, Food & Restaurant: Alcohol, Food, Hotel Expert Witnesses, Restaurant “expert_witness_insurance”: Insurance Expert Witnesses: Insurance - Bad Faith, Insurance Agent or Broker malpractice/E&O “expert_witness_law”: Law & Legal**: Arbitrators & Mediators, Legal Malpractice “expert_witness_medical”: Medical & Mental Health, Hospitals & Medical Service Witnesses: Physician, Allied Health, Pharmacology, Nursing Homes, and Pharmacy Malpractice Expert Witnesses “expert_witness_police”: Police, Penal, & Security Expert Witnesses: Apartment/Condominium Security, Bars/Lounges/Night Clubs, Premises Liability, Police Procedures Expert Witnesses, Jails & Prisons “expert_witness_real_estate”: Real Estate Expert Witnesses: Real Estate Residential & Commercial “expert_witness_transportation”: Transportation Expert Witnesses: Admiralty & Maritime, Automotive Expert Witnesses, Aviation Expert Witnesses, Bus & Truck Safety/Accident, Railroad
expert_witness_scope	Are the Applicant’s expert witness services solely to provide documentation for, or testimony at, proceedings such as judicial, administrative or mediations/arbitrations?	Boolean		"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

expert_witness_specialization

What industries does the Applicant specialize in? Select all that apply.

Multi select

“expert_witness_recon”:
Accident Reconstruction & Safety: Accidental Reconstruction, Failure Analysis, Fire, Labels & Warnings, OSHA Expert Witnesses, Product Liability, Slip, Trip & Fall, Sports;

“expert_witness_environmental”:
Environmental, Science, Agricultural & Animals: Dog, Horse & Fish Expert Witnesses, Chemical, Environmental, Mold & Industrial Hygiene, Materials, Metallurgy, & Weather Expert Witnesses;

“expert_witness_appraisal”:
Appraisal & Valuation: Antiques, Art, & Collectibles, Business Valuation, Gems & Jewelry, Machinery & Equipment Appraisal, Real Estate Valuation;

“expert_witness_biz”:
Business, Financial & Marketing: Banking Expert Witnesses, Bankruptcy, Business Expert Witnesses, Economics, Forensic Accounting, Securities;

“expert_witness_tech”:
Computers & Technology: Communications, Computer Expert Witnesses, Intellectual Property, Telecommunications;

“expert_witness_construction”:
Construction, Architecture & Engineering Expert Witnesses: Americans with Disabilities Act ADA, Construction, Safety Engineering, Structural Engineering Expert Witnesses

“expert_witness_documents”:
Documents & Handwriting: Document Examination, Handwriting Expert Witnesses

“expert_witness_employment”:
Employment & Vocational: Discrimination, Employment, Human Resources, Life Care Planning, Negligent Hiring, Sexual Harassment, Vocational Rehabilitation

“expert_witness_family”:
Family & Education: Adoptions, Alcohol Abuse, Child Abuse, Education Expert Witnesses, Playground Safety

“expert_witness_forensic”:
Forensic & Laboratory Testing: Audio, DNA, Drug & DUI, Fingerprints, Firearms & Ballistics, Photography, Private Investigators, Video Tape

“expert_witness_retail”:
Retail, Hotel, Food & Restaurant: Alcohol, Food, Hotel Expert Witnesses, Restaurant

“expert_witness_insurance”:
Insurance Expert Witnesses: Insurance - Bad Faith, Insurance Agent or Broker malpractice/E&O

“expert_witness_law”:
Law & Legal**: Arbitrators & Mediators, Legal Malpractice

“expert_witness_medical”:
Medical & Mental Health, Hospitals & Medical Service Witnesses: Physician, Allied Health, Pharmacology, Nursing Homes, and Pharmacy Malpractice Expert Witnesses

“expert_witness_police”:
Police, Penal, & Security Expert Witnesses: Apartment/Condominium Security, Bars/Lounges/Night Clubs, Premises Liability, Police Procedures Expert Witnesses, Jails & Prisons

“expert_witness_real_estate”:
Real Estate Expert Witnesses: Real Estate Residential & Commercial

“expert_witness_transportation”:
Transportation Expert Witnesses: Admiralty & Maritime, Automotive Expert Witnesses, Aviation Expert Witnesses, Bus & Truck Safety/Accident, Railroad

expert_witness_scope

Are the Applicant’s expert witness services solely to provide documentation for, or testimony at, proceedings such as judicial, administrative or mediations/arbitrations?

Boolean

"True",

"False"

Food Safety Consulting Services Supplemental Questions

Applies to the following services:

“food_safety_consulting_services”: Food safety consulting services;

Question ID	Question	Type	Condition	Answer IDs + Text
food_safety_consulting_cannabis	Does the Applicant provide any services for cannabis, CBD or hemp products?	Boolean		"True", "False"
food_safety_consulting_type	What types of services does the Applicant provide? Select all that apply	Multi select		“food_safety_consulting_audit”: Audits, Inspections, or Certifications; “food_safety_consulting_facility”: Facility Layout or Design; “food_safety_consulting_personnel”: Personnel Training and Education; “food_safety_consulting_policy”: Policy and Procedure Development or Implementation; “food_safety_consulting_regulatory”: Regulatory Compliance Assistance;

Question ID

Question

Type

Condition

Answer IDs + Text

food_safety_consulting_cannabis

Does the Applicant provide any services for cannabis, CBD or hemp products?

Boolean

"True",

"False"

food_safety_consulting_type

What types of services does the Applicant provide? Select all that apply

Multi select

“food_safety_consulting_audit”:
Audits, Inspections, or Certifications;

“food_safety_consulting_facility”:
Facility Layout or Design;

“food_safety_consulting_personnel”:
Personnel Training and Education;

“food_safety_consulting_policy”:
Policy and Procedure Development or Implementation;

“food_safety_consulting_regulatory”:
Regulatory Compliance Assistance;

Forestry Consulting Supplemental Questions

Applies to the following services:

“forestry_consulting”: Forestry Consulting

Question ID	Question	Type	Condition	Answer IDs + Text
forestry_consulting_controlled_burn	Does the Applicant perform controlled burn services?	Boolean		"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

forestry_consulting_controlled_burn

Does the Applicant perform controlled burn services?

Boolean

"True",

"False"

Funeral Director - No Cremation Supplemental Questions

Applies to the following services:

“funeral_director_no_cremation_services”: Funeral director services (no cremation services);

Question ID	Question	Type	Condition	Answer IDs + Text
funeral_director_prepaid	Does the Applicant provide prepaid funeral services?	Boolean	If annual_revenue > 3M	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

funeral_director_prepaid

Does the Applicant provide prepaid funeral services?

Boolean

If annual_revenue > 3M

"True",

"False"

Grant Writing, Administration, and Monitoring Services Question Set

Applies to the following services:

"grant_writing_administration_monitoring_services”: Grant writing, administration, and monitoring services;

Question ID	Question	Type	Condition	Answer IDs + Text
grant_award_decisions	Does the Applicant make grant award decisions or provide funding for the administered or monitored grants?	Boolean		"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

grant_award_decisions

Does the Applicant make grant award decisions or provide funding for the administered or monitored grants?

Boolean

"True",

"False"

Hotel Property Management Supplemental Questions

Applies to the following services:

"hotel_property_management_services": Hotel property management services;

Question ID	Question	Type	Condition	Answer IDs + Text
hotel_prop_mgmt_healthcare_or_senior	Does the Applicant manage any healthcare or senior care facilities, such as assisted living, nursing homes, or independent living facilities?	Boolean		"True", "False"
hotel_prop_mgmt_construct	Other than the oversight of routine maintenance, does the Applicant manage or implement any construction, renovation, or reconstruction projects on the properties it manages?	Boolean	If annual_revenue > 3M	"True", "False"
hotel_prop_mgmt_construction_details	If yes, please provide details:	Free text	If "hotel_prop_mgmt_construct" = "True"

Question ID

Question

Type

Condition

Answer IDs + Text

hotel_prop_mgmt_healthcare_or_senior

Does the Applicant manage any healthcare or senior care facilities, such as assisted living, nursing homes, or independent living facilities?

Boolean

"True",

"False"

hotel_prop_mgmt_construct

Other than the oversight of routine maintenance, does the Applicant manage or implement any construction, renovation, or reconstruction projects on the properties it manages?

Boolean

If annual_revenue > 3M

"True",

"False"

hotel_prop_mgmt_construction_details

If yes, please provide details:

Free text

If "hotel_prop_mgmt_construct" = "True"

Human Resource (HR) Consulting Supplemental Questions

Applies to the following services:

"human_resources_hr_consulting_services": Human resources (HR) consulting services;

Question ID	Question	Type	Condition	Answer IDs + Text
hr_consulting_benefit_enroll_admin_services	Does the Applicant provide benefit plan enrollment or administrative services?	Boolean		"True", "False"
hr_consulting_payroll_processing	Does the Applicant provide payroll processing services?	Boolean		"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

hr_consulting_benefit_enroll_admin_services

Does the Applicant provide benefit plan enrollment or administrative services?

Boolean

"True",

"False"

hr_consulting_payroll_processing

Does the Applicant provide payroll processing services?

Boolean

"True",

"False"

Insurance, Loss Control, Risk Management, Regulatory Compliance and Project Management Supplemental Questions

Applies to the following services:

“insurance_consulting”: Insurance consulting;
“insurance_inspection_services”: Insurance inspection services;
“loss_control_consulting”: Loss control consulting services;
“loss_control_inspection”: Loss control inspection services;
“project_management_services”: Project management services;
“regulatory_compliance_consulting”: Regulatory compliance consulting;
“risk_management_consulting”: Risk management consulting;

Question ID	Question	Type	Condition	Answer IDs + Text
risk_insurance_loss_financial_services	Does the Applicant provide any of the following? Business valuations or appraisals Financial investment advice Management of trust funds or investment portfolios Mergers, acquisitions, capitalizations, divestitures, or liquidations Methods of financing or obtaining funds	Boolean		"True", "False"
risk_insurance_loss_other_services	Does the Applicant provide services for any of the following? Aerospace and airlines Construction management or site-safety services Energy, utilities, and petroleum Home inspections (for purchases or sales) Military or firearms Mining Payment processors	Boolean		"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

risk_insurance_loss_financial_services

Does the Applicant provide any of the following?

Business valuations or appraisals
Financial investment advice
Management of trust funds or investment portfolios
Mergers, acquisitions, capitalizations, divestitures, or liquidations
Methods of financing or obtaining funds

Boolean

"True",

"False"

risk_insurance_loss_other_services

Does the Applicant provide services for any of the following?

Aerospace and airlines
Construction management or site-safety services
Energy, utilities, and petroleum
Home inspections (for purchases or sales)
Military or firearms
Mining
Payment processors

Boolean

"True",

"False"

Interim Management Services Supplemental Questions

Applies to the following services:

“interim_management_services”: Interim management services;

Question ID	Question	Type	Answer IDs + Text
cfo_interim_mgmt	Does the Applicant provide CFO interim management services?	Boolean	"True", "False"
interim_mgmt_services_provided	Does the Applicant provide any of the following services? Advice or management of mergers, acquisitions, capitalizations, divestitures, or liquidations Advice or management of methods of financing or obtaining funds Business valuations or appraisals Financial investment advice Management of trust funds or investment portfolios	Boolean	"True", "False"
interim_mgmt_end_date	Are the Applicant’s interim management services engaged with a predetermined end date of one year or less?	Boolean	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

cfo_interim_mgmt

Does the Applicant provide CFO interim management services?

Boolean

"True",

"False"

interim_mgmt_services_provided

Does the Applicant provide any of the following services?

Advice or management of mergers, acquisitions, capitalizations, divestitures, or liquidations
Advice or management of methods of financing or obtaining funds
Business valuations or appraisals
Financial investment advice
Management of trust funds or investment portfolios

Boolean

"True",

"False"

interim_mgmt_end_date

Are the Applicant’s interim management services engaged with a predetermined end date of one year or less?

Boolean

"True",

"False"

Landman and Right of Way Consulting and Cell Site Acquisition Supplemental Questions

Applies to the following services:

“cell_site_acquisition_services”: Cell site acquisition services;
“landman_right_of_way_consulting_services”: Landman and right of way consulting services;

Question ID	Question	Type	Condition	Answer IDs + Text
independent_landman	What is the average value to the items sold by the Applicant?	Single select		“independent_landman_yes”: Yes, the Applicant provides services to clients as an independent operator on a contract basis; “independent_landman_no”: No, the Applicant provides services as an in-house or employed landman;
landman_cell_site_offshore	Does the Applicant provide their services for projects located offshore?	Boolean		"True", "False"
landman_cell_site_value	Are any of the Applicant's transactions greater than $5,000,000 in value?	Boolean	If annual_revenue > 3M	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

independent_landman

What is the average value to the items sold by the Applicant?

Single select

“independent_landman_yes”:
Yes, the Applicant provides services to clients as an independent operator on a contract basis;

“independent_landman_no”:
No, the Applicant provides services as an in-house or employed landman;

landman_cell_site_offshore

Does the Applicant provide their services for projects located offshore?

Boolean

"True",

"False"

landman_cell_site_value

Are any of the Applicant's transactions greater than $5,000,000 in value?

Boolean

If annual_revenue > 3M

"True",

"False"

Litigation Support Services Supplemental Questions Supplemental Questions

Applies to the following services:

“litigation_support_services”: Litigation support services

Question ID	Question	Type	Condition	Answer IDs + Text
litigation_support_ediscovery	Does the Applicant provide electronic discovery services?	Boolean	If annual_revenue > 3M	"True", "False"
litigation_support_expert_witness	Does the Applicant provide expert witness services?	Boolean		"True", "False"
litigation_support_class_action	Does the Applicant provide services for class-action or mass torts?	Boolean		"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

litigation_support_ediscovery

Does the Applicant provide electronic discovery services?

Boolean

If annual_revenue > 3M

"True",

"False"

litigation_support_expert_witness

Does the Applicant provide expert witness services?

Boolean

"True",

"False"

litigation_support_class_action

Does the Applicant provide services for class-action or mass torts?

Boolean

"True",

"False"

Lobbyist Supplemental Questions Supplemental Questions

Applies to the following services:

“lobbyist”: Lobbyist;

Question ID	Question	Type	Condition	Answer IDs + Text
lobbyist_federal_gov	Does the Applicant lobby the federal government?	Boolean	If annual_revenue > 3M	"True", "False"
lobbyist_foreign_clients	Does the Applicant provide lobbying services on behalf of foreign clients?	Boolean		"True", "False"
registered_lobbyist	Is the Applicant a registered lobbyist?	Boolean		"True", "False"
lobbyist_abortion_firearms	Does the Applicant provide lobbying services for abortion or firearms related clients?	Boolean		"True", "False"

Management Consulting and Environmental, Social, and Corporate Governance (ESG) Consulting Services Supplemental Questions Set

Applies to the following services:

“esg_consulting_services”: ESG (Environmental, social, and corporate governance) consulting services;
“management_consulting”: Management consulting;

Question ID	Question	Type	Condition	Answer IDs + Text
mgmt_consulting_services	Does the Applicant provide any of the following? Business valuations or appraisals Financial investment advice Management of trust funds or investment portfolios Mergers, acquisitions, capitalizations, divestitures, or liquidations Methods of financing or obtaining funds	Boolean		"True", "False"
mgmt_consulting_majority_industry	In which industry does the majority of the Applicant's clients work?	Multi select		"mgmt_consulting_aerospace_airlines": Aerospace and airlines; "mgmt_consulting_agricultural_mining": Agricultural or mining; "mgmt_consulting_construction": Construction; "mgmt_consulting_educational": Educational; "mgmt_consulting_govfed": Gov-Fed; "mgmt_consulting_govstate"”: Gov-State; "mgmt_consulting_energy_utilities": Energy or utilities; "mgmt_consulting_financial_institutions": Financial institutions; "mgmt_consulting_individual_consumers": Individual consumers; "mgmt_consulting_media_entertainment": Media or entertainment; "mgmt_consulting_med_healthcare": Medical or healthcare; "mgmt_consulting_payment_processors": Payment processors; "mgmt_consulting_professional_service_providers": Professional service providers; "mgmt_consulting_retail_wholesale_trade": Retail or wholesale trade; "mgmt_consulting_tech": Technology; "mgmt_consulting_transport": Transport; "mgmt_consulting_other": Other;

Question ID

Question

Type

Condition

Answer IDs + Text

mgmt_consulting_services

Does the Applicant provide any of the following?

Business valuations or appraisals
Financial investment advice
Management of trust funds or investment portfolios
Mergers, acquisitions, capitalizations, divestitures, or liquidations
Methods of financing or obtaining funds

Boolean

"True",

"False"

mgmt_consulting_majority_industry

In which industry does the majority of the Applicant's clients work?

Multi select

"mgmt_consulting_aerospace_airlines":
Aerospace and airlines;

"mgmt_consulting_agricultural_mining":
Agricultural or mining;

"mgmt_consulting_construction":
Construction;

"mgmt_consulting_educational":
Educational;

"mgmt_consulting_govfed":
Gov-Fed;

"mgmt_consulting_govstate"”:
Gov-State;

"mgmt_consulting_energy_utilities":
Energy or utilities;

"mgmt_consulting_financial_institutions":
Financial institutions;

"mgmt_consulting_individual_consumers":
Individual consumers;

"mgmt_consulting_media_entertainment":
Media or entertainment;

"mgmt_consulting_med_healthcare":
Medical or healthcare;

"mgmt_consulting_payment_processors":
Payment processors;

"mgmt_consulting_professional_service_providers":
Professional service providers;

"mgmt_consulting_retail_wholesale_trade":
Retail or wholesale trade;

"mgmt_consulting_tech":
Technology;

"mgmt_consulting_transport":
Transport;

"mgmt_consulting_other":
Other;

Medical Billing, Coding, and Practice Management Supplemental Questions

Applies to the following services:

"medical_billing_coding_and_practice_management": Medical billing, coding, and practice management;

Question ID	Question	Type	Condition	Answer IDs + Text
med_billing_natl_certification	Does the Applicant have any national certification for medical billing or coding?	Boolean	If annual_revenue > 3M	"True", "False"
med_billing_services	Are the Applicant’s fees based on the amount billed or amount collected?	Boolean	If annual_revenue > 3M	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

med_billing_natl_certification

Does the Applicant have any national certification for medical billing or coding?

Boolean

If annual_revenue > 3M

"True",

"False"

med_billing_services

Are the Applicant’s fees based on the amount billed or amount collected?

Boolean

If annual_revenue > 3M

"True",

"False"

Mortgage Broker Supplemental Questions

Applies to the following services:

“mortgage_brokers”: Mortgage brokers;

Question ID	Question	Type	Condition	Answer IDs + Text
mortgage_broker_avg_value	What is the Applicant's average value per loan placed?	Single select	If annual_revenue > 3M	"mortgagebroker_avg_loan<300k": Less than $300,000; "mortgage_broker_avg_loan_300k_500k": Between $300,000 and $500,000; "mortgagebroker_avg_loan>500k": Greater than $500,000;
mortgage_broker_over_1m_loan	Has the Applicant placed any single loan greater than $1,000,000?	Boolean		"True", "False"
mortgage_broker_commercial	What percentage of the Applicant's loans are generated from commercial or commercial construction loans?	Single select		"mortgage_broker_commercial_loans_0p": 0%; "mortgage_broker_commercial_loans_1_50p": Between 1% and 50%; "mortgage_broker_commercial_loans_50p": Greater than 50%;
mortgage_broker_pct	What percentage of the Applicant's loans are generated from the following? Adjustable-rate mortgages Alt-A / non-conforming loans Interest only loans Loan to value greater than 100% Reverse mortgage Subprime loans	Single select		"mortgagebroker_loans<10p": Less than 10%; "mortgage_broker_loans_10_25p": Between 10% and 25%; "mortgagebroker_loans>25p": Greater than 25%;

Non-Real Estate Auctioneering Services Supplemental Questions

Applies to the following services:

“auctioneering_services_non_real_estate”: Auctioneering services (non-real estate);

Question ID	Question	Type	Condition	Answer IDs + Text
auctioneering_value	What is the average value to the items sold by the Applicant?	Single select	If annual_revenue > 3M	“auctioneeringvalue<10k”: Less than $10,000; “auctioneering_value_10k_100k”: Between $10,000 and 100,000; “auctioneering_value_100k_1m”: Between $100,000 and $1,000,000; “auctioneeringvalue>1m”: Greater than $1,000,000;
auctioneering_fine_art	Does the Applicant provide auctioneering of fine art?	Boolean		"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

auctioneering_value

What is the average value to the items sold by the Applicant?

Single select

If annual_revenue > 3M

“auctioneeringvalue<10k”:
Less than $10,000;

“auctioneering_value_10k_100k”: Between $10,000 and 100,000;

“auctioneering_value_100k_1m”:
Between $100,000 and $1,000,000;

“auctioneeringvalue>1m”:
Greater than $1,000,000;

auctioneering_fine_art

Does the Applicant provide auctioneering of fine art?

Boolean

"True",

"False"

Pilot Car Services Supplemental Questions

Applies to the following services:

“pilot_car_services”: Pilot car services;

Question ID	Question	Type	Condition	Answer IDs + Text
pilot_car_route_surveys	Does the Applicant use route surveys prior to transports?	Boolean	If annual_revenue > 3M	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

pilot_car_route_surveys

Does the Applicant use route surveys prior to transports?

Boolean

If annual_revenue > 3M

"True",

"False"

Printers Question Set

Applies to the following services:

"printers": Printers;

Question ID	Question	Type	Condition	Answer IDs + Text
printers_services	Does the Applicant provide services involving contests, coupons, lottery tickets, promotional game materials, rebates, or sweepstakes?	Boolean	If annual_revenue > 3M	"True", "False"
printers_client_approval	Are all materials approved by the client prior to use?	Boolean	If annual_revenue > 3M	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

printers_services

Does the Applicant provide services involving contests, coupons, lottery tickets, promotional game materials, rebates, or sweepstakes?

Boolean

If annual_revenue > 3M

"True",

"False"

printers_client_approval

Are all materials approved by the client prior to use?

Boolean

If annual_revenue > 3M

"True",

"False"

Professional Trade Association and Association Management Supplemental Questions

Applies to the following services:

“professional_or_trade_association_services”: Professional association or trade association services;
“association_management_services”: Association management services;

Question ID	Question	Type	Condition	Answer IDs + Text
professional_association_mgmt_type	What type of associations does the Applicant provide services to? Select all that apply.	Multi select	If annual_revenue > 3M	“professional_association_mgmt_homeowner”: Homeowners Associations; “professional_association_mgmt_professional”: Professional Associations; “professional_association_mgmt_trade”: Trade Associations; “professional_association_other”: Other;
professional_association_mgmt_other	If "Other", please provide details:	Free text	If “professional_association_mgmt_type” = “Other”
professional_association_mgmt_professional_licensing	Does the Applicant provide standard setting for goods or services?	Boolean	If annual_revenue > 3M	"True", "False"
professional_association_mgmt_standard_setting	Does the Applicant provide professional licensing?	Boolean	If annual_revenue > 3M	"True", "False"

Property Management Question Set

Applies to the following services:

“property_management_services”: Property management services;

Question ID	Question	Type	Condition	Answer IDs + Text
prop_mgmt_commercial	Does the Applicant generate more than 25% of its revenue from commercial properties?	Boolean		"True", "False"
prop_mgmt_healthcare_or_senior	Does the Applicant manage any healthcare or senior care facilities, such as assisted living, nursing homes, or independent living facilities?	Boolean		"True", "False"
prop_mgmt_fair_housing_procedures	Does the Applicant have procedures in place to prevent fair housing claims?	Boolean	If annual_revenue > 3M	"True", "False"
prop_mgmt_construct	Does the Applicant manage or implement any construction, renovation, or re-construction projects on properties managed (excluding oversight of routine maintenance)?	Boolean	If annual_revenue > 3M	"True", "False"
prop_mgmt_details	If yes, please provide details:	Free text	if "prop_mgmt_construct" = "True"

Property Preservation Services Supplemental Questions

Applies to the following services:

“property_preservation_services”: Property preservation services;

Question ID	Question	Type	Condition	Answer IDs + Text
property_preservation_revenue	Is more than 25% of the Applicant's total revenue derived from commercial properties?	Boolean	If annual_revenue > 3M	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

property_preservation_revenue

Is more than 25% of the Applicant's total revenue derived from commercial properties?

Boolean

If annual_revenue > 3M

"True",

"False"

Property Tax Appeal Services Supplemental Questions

Applies to the following services:

“property_tax_appeal_services”: Property tax appeal services;

Question ID	Question	Type	Condition	Answer IDs + Text
property_tax_appeal_avg_property_value	When performing appeal services in the last 12 months, what was the average value of the properties for which appeal services were performed?	Single select	If annual_revenue > 3M	“propertytax_appeal<300k”: Less than $300,000; “property_tax_appeal_300k_500k”: Between $300,000 - $500,000; “property_tax_appeal_500k_900k”: Between $500,000 - $900,000; “propertytax_appeal>900k”: Greater than $900,000;
property_tax_appeal_revenue	Is more than 25% of the Applicant's total revenue derived from commercial properties?	Boolean	If annual_revenue > 3M	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

property_tax_appeal_avg_property_value

When performing appeal services in the last 12 months, what was the average value of the properties for which appeal services were performed?

Single select

If annual_revenue > 3M

“propertytax_appeal<300k”:
Less than $300,000;

“property_tax_appeal_300k_500k”:
Between $300,000 - $500,000;

“property_tax_appeal_500k_900k”:
Between $500,000 - $900,000;

“propertytax_appeal>900k”:
Greater than $900,000;

property_tax_appeal_revenue

Is more than 25% of the Applicant's total revenue derived from commercial properties?

Boolean

If annual_revenue > 3M

"True",

"False"

Real Estate Agent and Broker Services Supplemental Questions

Applies to the following services:

"real_estate_agent_and_broker_services": Real estate agent and broker services;

Question ID	Question	Type	Condition	Answer IDs + Text
real_estate_commercial	Does the Applicant generate more than 25% of its revenue from commercial properties?	Boolean		"True", "False"
real_estate_avg_prop_value	What is the average value of all properties sold by the Applicant in the last 12 months?	Single select	If “real_estate_commercial” = "False"	"realestate_avg_value<300k": Less than $300,000; "real_estate_avg_value_300k_500k": Between $300,000 and $500,000; "real_estate_avg_value_500k_900k": Between $500,000 and $900,000; "realestate_avg_value>900k": Greater than $900,000;
real_estate_short_sales	Does the Applicant generate more than 5% of its revenue from short sales?	Boolean	If annual_revenue > 3M	"True", "False"
real_estate_25_ownership	Do the Applicant or its affiliates have more than 25% ownership interest in any property being managed, appraised, or held for sale?	Boolean	If annual_revenue > 3M	"True", "False"
real_estate_dvlpmt_srvcs	Do the Applicant or its affiliates provide any real estate development services or sell or manage properties developed by an owned or affiliated entity?	Boolean	If annual_revenue > 3M	"True", "False"

Real Estate Appraiser Supplemental Questions

Applies to the following services:

"real_estate_appraiser_services": Real estate appraiser services;

Question ID	Question	Type	Condition	Answer IDs + Text
real_estate_appraiser_commercial	Is more than 25% of the Applicant's total revenue derived from commercial properties?	Boolean		"True", "False"
real_estate_appraiser_avg_value	What is the average value of all appraisal work performed by the Applicant in the last 12 months?	Single select		"realestate_appraiser_avg_value<300k": Less than $300,000; "real_estate_appraiser_avg_value_300k_500k": Between $300,000 and $500,000; "real_estate_appraiser_avg_value_500k_900k": Between $500,000 and $900,000; "realestate_appraiser_avg_value>900k": Greater than $900,000

Question ID

Question

Type

Condition

Answer IDs + Text

real_estate_appraiser_commercial

Is more than 25% of the Applicant's total revenue derived from commercial properties?

Boolean

"True",

"False"

real_estate_appraiser_avg_value

What is the average value of all appraisal work performed by the Applicant in the last 12 months?

Single select

"realestate_appraiser_avg_value<300k":
Less than $300,000;

"real_estate_appraiser_avg_value_300k_500k":
Between $300,000 and $500,000;

"real_estate_appraiser_avg_value_500k_900k":
Between $500,000 and $900,000;

"realestate_appraiser_avg_value>900k":
Greater than $900,000

Talent Agent Services Supplemental Question Set

Applies to the following services:

“talent_agent_services”: Talent agent services;

Question ID	Question	Type	Condition	Answer IDs + Text
talent_agency_service_type	What types of talent agency services does the Applicant provide? Select all that apply.	Multi select		“talent_agency_service_broadcast”: Broadcast journalist agents; “talent_agency_service_commercial_theatrical”: Commercial and theatrical agents; “talent_agency_service_cruise”:” Cruise ship industry; “talent_agency_service_literary”: Literary agents; “talent_agency_service_modeling”: Modeling Agencies; “talent_agency_service_music”: Music Agents; “talent_agency_service_online_voice”: Online voice talent agents: “speakers/Lectors”: Speakers / Lectors; “talent_agency_service_sports”: Sports agents; “talent_agency_service_other”: Other;
talent_agency_other	If "Other", please provide details:	Free text	If “talent_agency_service_type” = “talent_agency_service_other”
talent_agency_money_services	Does the Applicant provide business, money or investment management services?	Boolean		"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

talent_agency_service_type

What types of talent agency services does the Applicant provide? Select all that apply.

Multi select

“talent_agency_service_broadcast”: Broadcast journalist agents;

“talent_agency_service_commercial_theatrical”: Commercial and theatrical agents;

“talent_agency_service_cruise”:” Cruise ship industry;

“talent_agency_service_literary”: Literary agents;

“talent_agency_service_modeling”: Modeling Agencies;

“talent_agency_service_music”: Music Agents;

“talent_agency_service_online_voice”: Online voice talent agents:

“speakers/Lectors”: Speakers / Lectors;

“talent_agency_service_sports”: Sports agents;

“talent_agency_service_other”: Other;

talent_agency_other

If "Other", please provide details:

Free text

If “talent_agency_service_type” = “talent_agency_service_other”

talent_agency_money_services

Does the Applicant provide business, money or investment management services?

Boolean

"True",

"False"

Title Agent, Title Abstractor, Escrow Agent, and Closing Agent Question Set

Applies to the following services:

"closing_agent_services": Closing agent services;
“escrow_agent_services”: Escrow agent services;
“title_abstractor”: Title abstractor;
“title_agent”: Title agent;

Question ID	Question	Type	Answer IDs + Text
title_agnt_commercial	Does the Applicant generate more than 25% of its revenue from commercial or industrial properties?	Boolean	"True", "False"
title_agnt_ownership_interest	Is the Applicant, its predecessor firm, or any of its officers owned by, or have ownership interest in, any of the following? Builder Financial institution Mortgage company Real estate development or investment firm Title insurance carrier	Boolean	"True", "False"
title_agnt_international	Does the Applicant perform any title services on properties located outside of the United States?	Boolean	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

title_agnt_commercial

Does the Applicant generate more than 25% of its revenue from commercial or industrial properties?

Boolean

"True",

"False"

title_agnt_ownership_interest

Is the Applicant, its predecessor firm, or any of its officers owned by, or have ownership interest in, any of the following?

Builder
Financial institution
Mortgage company
Real estate development or investment firm
Title insurance carrier

Boolean

"True",

"False"

title_agnt_international

Does the Applicant perform any title services on properties located outside of the United States?

Boolean

"True",

"False"

Third Party Administrator (TPA) Supplemental Question Set

Applies to the following services:

“third_party_administrator”: Third-party administrator services;

Question ID	Question	Type	Condition	Answer IDs + Text
tpa_plans_types	What types of plans does the Applicant provide TPA services for?	Multi select		“tpa_life_accident_health_disability”: Life, accident, health, and disability plans; “tpa_multi_employer_benefit”: Multi-employer benefit plans (taft hartley trusts, MEWAS, METS); “tpa_pension_retirement”: Pension and/or retirement plans; “tpa_health_care_programs”: Preferred provider organization, Health maintenance organization, or other managed care program; “tpa_property_casualty”: Property and casualty; “tpa_workers_compensation”: Workers compensation; “tpa_other”: Other;
tpa_plans_other	If "Other", please provide details:	Free text	If "tpa_plans_types" = "tpa_other"
tpa_services	Do the Applicant’s services include any of the following? Administration of COBRA benefits Benefit plan design Investment management of plan funds (other than selection of a third-party vendor) Placement of reinsurance/stop loss coverage Plan trustee services Utilization review	Boolean		"True", "False"
tpa_fidelity_insurance	Does the Applicant maintain fidelity insurance?	Boolean	If annual_revenue > 3M	"True", "False"
tpa_written_procedures_ERISA	When performing services as a fiduciary, does the Applicant have written procedures in force to ensure plans administered by the Applicant comply with ERISA?	Single select	If annual_revenue > 3M	“tpa_services_written_procedures_erisa_yes”: Yes; “tpa_services_written_procedures_erisa_no”: No; “tpa_services_written_procedures_not_fiduciary”: Does not perform services as a fiduciary

Training and Vocational Schools Question Set

Applies to the following services:

“training_vocational_school_services”: Training and vocational school services;

Question ID	Question	Type	Condition	Answer IDs + Text
vocational_school_driving	Does the Applicant provide driving instruction services?	Boolean		"True", "False"
vocational_school_scope	Does the Applicant’s training and vocational schools include any of the following? Childcare training Police or firefighter training Crane, drilling or heavy equipment operation training Security guard or military training Firearms related training Medical services training, including dental, home health and massage therapy	Boolean		"True", "False"
vocational_school_classroom	Is the Applicant’s services limited to only classroom type instruction?	Single select	If "vocational_school_driving" = "True"	"Yes", "No, this includes in vehicle instruction"
vocational_school_driving_type	What driving instruction services does the Applicant provide? Select all that apply	Multi select	If "vocational_school_driving" = "True"	“vocational_school_driving_student”: Student/Defensive Driving “vocational_school_driving_commercial”: Commercial/CDL/Truck Driving “vocational_school_driving_protective”: Protective driving school “vocational_school_driving_performance”: Performance or race car driving

Travel Agents and Tour Operators Question Set

Applies to the following services:

"tour_operators": Tour operators;
"travel_agents": Travel agents;

Question ID	Question	Type	Condition	Answer IDs + Text
travel_agt_tour_operator_services	Does the Applicant provide any of the following? Adventure tours, high-risk activities, or safari tours Student / young adult tours	Boolean		"True", "False"
travel_agt_tour_operator_wholesale_sales	Does the Applicant generate more than 25% of its revenue from wholesale sales?	Boolean	If annual_revenue > 3M	"True", "False"

Question ID

Question

Type

Condition

Answer IDs + Text

travel_agt_tour_operator_services

Does the Applicant provide any of the following?

Adventure tours, high-risk activities, or safari tours
Student / young adult tours

Boolean

"True",

"False"

travel_agt_tour_operator_wholesale_sales

Does the Applicant generate more than 25% of its revenue from wholesale sales?

Boolean

If annual_revenue > 3M

"True",

"False"

Trustee Services Supplemental Questions

Applies to the following services:

“trustee_services”: Trustee services;

Question ID	Question	Type	Condition	Answer IDs + Text
trustee_trust_type	What type of trusts does the Applicant provide trustee services for? Select all that apply.	Multi select		“trustee_bankruptcy”: Bankruptcy; “trustee_beneficiary”: Beneficiary; “trustee_liquidity”: Liquidity; “trustee_type_other”: Other;
trustee_trust_type_other	If "Other", please provide details:	Free text	If "trustee_trust_type" = "trustee_type_other"
trustee_relation_to_beneficiary	Are any of the Applicant trustees, their partners, coworkers, or family members beneficiaries of a managed trust?	Boolean		"True", "False"
trustee_confirmation	Is the named Applicant provided a trustee or a trust?	Single select		“trustee_confirmation_no”: Trust; “trustee_confirmation_yes”: Trustee;
trustee_discretionary_authority	Does the Applicant have discretionary authority over trust funds?	Boolean	If annual_revenue > 3M	"True", "False"
trustee_investment_counselor	Does the Applicant use an independent investment counselor?	Boolean	If annual_revenue > 3M	"True", "False"
trustee_cpa	Does the Applicant use independent CPA used to prepare trust financial statements?	Boolean	If annual_revenue > 3M	"True", "False"

Veterinarians Question Set

Applies to the following services:

“veterinarian”: Veterinarian;

Question ID	Question	Type	Condition	Answer IDs + Text
vet_number_of_vets	“Please provide the number of veterinarians for which the Applicant is seeking coverage.”	Free text
vet_small_domestic_limited	Are the Applicant's services limited to small animals and pets?	Boolean		"True", "False"
vet_research_experimental	Does the Applicant provide research or experimental services?	Boolean		"True", "False"
vet_specialization	Does the Applicant specialize in any specific fields of medicine?	Boolean		"True", "False"
vet_specialization_details	Please provide the specialty:	Free text	"If vet_specialization" = "True"
vet_other_surgical_services	Does the Applicant provide any surgical services other than for the following: Amputation Biopsy Broken bones Eye enucleation (eye removal) Foreign body removal Intestinal surgery (not twisted intestines) Laceration repair Mass removal (external, inside, or on a limb) Spay and neuter Stainless steel bone reinforcement	Boolean		"True", "False"
vet_entity_coverage	Is the Applicant requesting coverage for the veterinary entity?	Boolean		"True", "False"
vet_entity_name	If yes, what is the name of the veterinary entity	Free text	If "vet_entity_coverage" = "True"
vet_proceedings_limit	What disciplinary proceedings limit is requested?	Single select		“vet_proceedings_lim_50k”: $50,000; "vet_proceedings_lim_75k": $75,000; "vet_proceedings_lim_100k": $100,000

The MPL Quote Response

Sample response provided from GET/quote response:

{
   "aggregate_limit": 500000,
   "per_claim_retention": 2500,
   "client": {
       "address": {
           "city": "Mountain View",
           "state": "California",
           "street": "Castro street 15",
           "street2": null,
           "zip": "32542"
               	          },
       "broker_email": "appointed_broker@email",
       "company_id": "244546",
       "domains": [ "domain1.com", “optionaldomain2.com”],
       "industry": "541191",
       "name": "Insured’s Company Name",
       "revenue": 1000000
   },
   "company_id": "244546",
   "contingencies": [
       {
           "contingency_id": 865607,
           "status": "open",
           "text": "A signed and dated version of the submitted MPL application. Application to be signed and dated by a member of the    control group no more than 45 days before a bind is requested.",
           "type": "post_bind"
       }
   ],
   "coverages": [
       {
           "coverage_name": "Contingent Bodily Injury & Property Damage",
           "limit": 100000,
           "parameter": null,
           "parameter_name": null,
           "retention": null
       },
       {
           "coverage_name": "Pollution",
           "limit": 10000,
           "parameter": null,
           "parameter_name": null,
           "retention": null
       },
       {
           "coverage_name": "Sexual Abuse",
           "limit": 10000,
           "parameter": null,
           "parameter_name": null,
           "retention": null
       },
       {
           "coverage_name": "Copyright and Trademark Infringement",
           "limit": 50000,
           "parameter": null,
           "parameter_name": null,
           "retention": null
       },
       {
           "coverage_name": "Disciplinary Proceedings",
           "limit": 25000,
           "parameter": null,
           "parameter_name": null,
           "retention": null
       },
       {
           "coverage_name": "Loss of Earnings and Expense Reimbursement",
           "limit": 10000,
           "parameter": null,
           "parameter_name": null,
           "retention": null
       },
       {
           "coverage_name": "Public Relations Expenses",
           "limit": 5000,
           "parameter": null,
           "parameter_name": null,
           "retention": null
       },
       {
           "coverage_name": "Subpoena and Record Request Assistance",
           "limit": 5000,
           "parameter": null,
           "parameter_name": null,
           "retention": null
       },
       {
           "coverage_name": "Pre-Claims Assistance",
           "limit": 20000,
           "parameter": null,
           "parameter_name": null,
           "retention": null
       }
   ],
   "dates": {
       "effective": null,
       "expiration": null,
       "mpl_retroactive_date": null
   },
   "insurance_product": "MPL",
   "per_claim_limit": 1000000,
   "policy_number": null,
   "premium": 1395,
   "quote_identifier": "7b056f8c-244f-4da6-a2ce-b0780bc773b7",
   "quote_status": "quote_open",
}

Binding an MPL Quote

Binding utilizes the same POST/bind endpoint as used for both Cyber and Tech E&O. Prior to binding, please provide necessary documentation to close outstanding contingencies using the POST/document endpoint.

“Quote_identifier”: the unique quote identifier for the option to be bound
“Effective_date:” effective date of the policy. Can be backdated up to 7 days before the current date.
“Expiration_date”: At-Bay supports policy periods ranging from 6 months to 18 months.
“mpl_retroactive_date”:
- If YES to question ID “needed_retro_date”, can equal “full_prior_acts” OR a date before the effective date.
- If NO to question ID “needed_retro_date”, mpl_retroactive_date field must be equal to the effective date.
“Attestation”: if a manually or e-signed At-Bay application is sent to At-Bay using the POST/document endpoint, the appointed broker can attest to the validity of the questionnaire answers and the providing of necessary insured contact information. Attesting to the signed application will expedite the policy issuance process.