01 · MATCH
Start with the operation
Business activity, state, size and timing establish the right path before detailed questions appear.
Home / Business insurance / Medical Dental
Connecticut and eligible New York businesses
Office insurance for practices built on trust.
Protect the office, equipment, employees and sensitive information around the care you provide. CASEY gathers the business facts while licensed specialists handle coverage decisions.
Medical officesDental practicesCyberWorkers compensation
Start with one answer. Upload documents instead of retyping them. A licensed person reviews the result.
CASEY at SafeshieldReady now
CASEY is getting ready.
Tell us what your business does and CASEY will find the shortest useful path.
Call SafeshieldIndependent agencyClarity before complexity
Admitted-market firstPreferred path when the risk fits
Business + personal supportClarity before complexity
Licensed human follow-throughClarity before complexity
A shorter path to a useful submission
Give the team leverage, not another half-finished quote form.
The experience uses progressive disclosure: one clear starting question, only relevant follow-ups, and broad document uploads that reduce repeated typing.
02 · REUSE
Drop in what exists
Policies, loss runs, schedules, contracts, photos and spreadsheets can be uploaded together. Supported files are parsed; every original is retained for review.
03 · HANDOFF
Keep the context
The licensed team receives the business story, documents and campaign source without asking the owner to start over.
Who this path is built for
Commercial accounts with a clean, explainable story.
Strong starting fit
- Established outpatient practices
- Offices with specialized equipment
- Practices with employees and patient data
Coverage pieces to coordinate
- Business owners policy
- General liability
- Cyber and data breach
- Workers compensation
Carrier availability, classification and coverage terms are confirmed only after licensed review.
Questions owners ask
Useful answers before you invest the time.
Is malpractice included automatically?
No. Professional liability is distinct and depends on the services and professionals involved. A licensed producer will confirm the appropriate path.
What documents are useful?
Current policies, loss runs, equipment schedules, leases, payroll reports and completed applications can all reduce re-entry.
Take the first useful step
Show CASEY what you already have.
Drag in multiple files, answer only what is missing, and keep a real Safeshield professional in the loop.