Get Zoom Professional Services Audit

Completing the Zoom Professional Services Audit is an essential step to ensure the accuracy of your policy information. This guide will provide you with clear, step-by-step instructions to fill out the form effectively and efficiently.

Follow the steps to complete the audit form accurately.

1. Press the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your company name and policy number in the designated fields at the top of the form.
3. In the General Information section, provide a detailed description of your operations. This section gives a comprehensive overview of the nature of your business.
4. Indicate the number of employees you have, excluding the owner, along with the gross payroll amount in the specified fields.
5. Record the number of projects started and completed during the policy period.
6. Complete the gross receipts field by entering the total revenue generated during the policy period.
7. Check the appropriate boxes that reflect the type of work your business engages in. You can select multiple options to accurately portray your services.
8. If you use subcontractors, check the box and fill in the dollar amount of work subcontracted. Additionally, indicate whether subcontractors provide you with certificates of insurance.
9. Specify the minimum General Liability limit required and indicate whether you provide supervision over the subcontractors.
10. Confirm if you have a written contract agreement with the subcontractors and indicate whether it includes a 'Hold Harmless' clause.
11. Indicate whether you always require subcontractors to name you as an additional insured.
12. Fill in the percentages for remodeling/service/repair, new construction, commercial construction, and residential construction as applicable.
13. Check any applicable boxes that relate to your business type, such as residential or commercial.
14. Remember to submit the required documentation, including a profit and loss statement or bank statements, summarizing your revenue and expenses.
15. Finally, complete the section requiring your signature, date, printed name, contractor's license number, and email address.
16. Once you have filled out all fields accurately, save your changes, and you can choose to download, print, or share the completed form.

Complete your Zoom Professional Services Audit online today to ensure your policy information is accurate and up to date.