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Personal Insurance Renewal Questions
First Name:
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Last Name:
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Phone:
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E-mail:
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Address:
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Within the past year, have you...
NO CHANGES to report? (skip to E)
A. HOME
made new improvements or upgrades? (addition/remodel)
had a student living away at school that we didn’t know about?
installed a burgler/fire alarm or dead bolt locks? (possible credit)
decided you need new or additional Water Back-Up coverage?
decided you need new or additional Flood or Earthquake coverge?
B. VALUABLE ITEMS (Jewelry, Collectibles, etc.)
purchased, inherited, or been gifted items that need to be covered?
checked the VALUE lately for your currently insured items? (We can only pay up to the amount that is insured.)
put valuable items in a bank vault that used to be at home?
C. UMBRELLA
decided to add excess liability or increase existing coverage?
D. AUTO
added or removed a driver that we don’t know about?
acquired or sold a vehicle we don’t know about?
decided you want to increase your liability coverage?
decided you want a higher deductible to reduce premium amounts?
changed how you drive your vehicle to work?
had a driving student with a ‘B’ or higher average that now qualifies for a Good Student Discount?
E. NEW INFORMATION
New Phone or Cell Phone
Email Address
F. SEND ME MORE INFORMATION ON…
Home
Life
Valuable Items
Financial Planning
Auto
Health
Excess Liability
Business
Other
G. ADDITIONAL COMMENTS
Thank you.