New bars and restaurants to quote, and who to ask for.
A liquor license filing names the business, the owner where the state prints one, the address and what it will pour, weeks before it opens. That's your window for liquor liability, property and workers' comp.
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New owners
When a bar changes hands, the policy does too. Filings marked new owner are takeovers of places already open.
What they'll pour
Full bar, beer and wine, or retail, in plain words, so you know the exposure before you call.
Who to ask for
The owner, officer or permittee where the state prints one, and a phone found online where it doesn't.
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A CSV in AgencyZoom's business-lead columns (or HubSpot or Salesforce), and a Zapier recipe for every morning.
Recent Wisconsin filings, the way you'd see them
All pending. From Wisconsin Department of Revenue.
Three filings from the last 30 days in full. Subscribers get every one, every morning. The free sample is a whole recent week, filtered the same way.
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Questions from insurance agents
Can I quote before the license issues?
That's when many applicants need you. Minnesota and Oregon, for example, want proof of liquor liability before a license issues, and many Massachusetts and Illinois towns ask for a certificate with the application. Rules vary by state and town, so check the local one. Some ask for a certificate, not a binder.
Is it a new venture or an existing risk?
The filing says where we can tell. First license at the address usually means a new venture. New owner means a takeover of a place already open, so ask about the prior carrier and loss runs.
Will I know what they'll pour?
Yes. The license type shows full bar, beer and wine, or retail, in plain words.
Who do I ask for?
The owner or officer where public records name one. Some filings show only an LLC or a registered agent.
Will I see enforcement history?
In Connecticut, Texas and Washington, yes. Subscribers see a suspension or other action on the license or at the address in the last 12 months, with its date and the state's record.
Also for: Distributor and supplier reps · POS and payments · Restaurant service vendors