The Process
Simple, clear, and built around you.
We've streamlined the commercial insurance process so it's fast, transparent, and respectful of your time. Here's exactly what to expect when you work with Commercialy.
Submit your intake form
Complete our short online intake form — it takes about 3 minutes. We ask for your basic contact info, business details, and the type of coverage you're looking for.
No account required. No obligation. Just the information we need to get started.
Takes ~3 minutes
We review and reach out
Our team reviews your submission promptly. If we need any clarification, we'll reach out by email or phone — whichever you prefer.
This step ensures we fully understand your business before we start shopping for coverage.
Typically same business day
We shop the market
We approach multiple top-rated carriers to find competitive options tailored to your specific business and risk profile.
You benefit from our carrier relationships and market access without doing any of the legwork yourself.
1–3 business days for most risks
You receive a clear proposal
We present your coverage options in a clear, organized proposal — what's covered, what it costs, what's excluded, and what we recommend.
You can access your proposal online using a secure access code, review it at your own pace, and ask us anything.
On your timeline
You decide and we bind coverage
When you're ready to move forward, we handle the binding process and make sure your policy documents are in order.
No pressure to decide immediately. We're here when you're ready.
At your pace
Ongoing support
After your coverage is in place, we remain your point of contact for certificates of insurance, endorsement requests, renewals, and any questions.
We're a relationship-based agency — we want to be your insurance partner for the long term.
Always available
What to Expect
A few things worth knowing upfront
No obligation to buy
We'll put in the work to find your options. You decide if you want to move forward.
We explain everything
Have a question about your quote? We'll walk through it — in plain English.
Your data is secure
The information you share with us is handled securely and never sold to third parties.
Ready to get started?
Submit your intake form and we'll reach out shortly.