Just as your health needs an annual checkup, so does your insurance coverage. Please take time to complete this checklist concerning your auto and homeowner insurance needs. When you’re finished, stop by or call our agency with any questions you may have about your coverage, or about any changes you want to make.

 

E-mail Address: *
Name *
Address
City
State
Zip
1. Do you have collectibles such as antiques, fine art, stamps, coins, or baseball cards? *
Yes
No
Describe
2. Do you own valuable jewelry or furs? *
Yes
No
Describe
3. Do you own costly sporting equipment or firearms? *
Yes
No
Describe
4. Do you have valuable cameras or other photography equipment? *
Yes
No
Describe
5. Do you have any alarms installed in your home? *
Yes
No
If So, What Type
6. Do you keep more than $100 cash in your home? *
Yes
No
7. Are your personal belongings insured for their full replacement value? *
Yes
No
8. Do you have children away at college? *
Yes
No
If so, are their possessions insured? *
Yes
No
9. Do you own tools, equipment, or instruments used in your trade or profession? *
Yes
No
Describe
10. Do you operate an office or studio in your home? *
Yes
No
11. Do clients come into your home to make purchases? *
Yes
No
12. Do you baby-sit in your home? *
Yes
No
13. Do you have a dog, cat, or other pet that may pose a risk to others? *
Yes
No
14. Have you recently remodeled or redecorated your home? *
Yes
No
Do you have plans to do so? *
Yes
No
15. If your home suffered an entire loss, would your insurance cover your home’s full replacement value? *
Yes
No
16. Are you interested in flood insurance for your home and personal property? *
Yes
No
17. Are you interested in earthquake coverage? *
Yes
No
18. Do you use a wood-burning stove? *
Yes
No
19. Do you have a swimming pool? *
Yes
No
20. Do you own rental or investment property? *
Yes
No
21. Do you own a vacation home (i.e., condo, cabin, or trailer)? *
Yes
No
22. If you rent, do you carry renters insurance? *
Yes
No
23. If you own a condo, do you have condo insurance? *
Yes
No
24. Do you plan to purchase a new vehicle this year? *
Yes
No
If so would you like us to provide you with an insurance estimate on the vehicle(s) *
Yes
No
25. Does our agency insure all your vehicles? *
Yes
No
26. Does your automobile policy specify by name all of the *
Yes
No
27. Do you routinely use vehicles you do not own? *
Yes
No
28. Do you have CD’s, cassette tapes, or non-factory installed equipment (car phones,stereos, CD players, etc.) in your car? *
Yes
No
If so, would you like a quote on insuring these possessions? *
Yes
No
29. Do you own a vehicle with custom furnishings or equipment (i.e., a conversion van)? *
Yes
No
30. If your vehicle were damaged in an accident, would your current automobile insurance reimburse you for a rental vehicle while your is being repaired? *
Yes
No
31. Do you own any of the following recreational vehicles?
NA
Boat
Motorhome
Motorcycle
Camper
Golf Cart
Moped
All-Terrain Vehicle
Snowmobile
Jet Ski
32. Do you carry at least a one-million-dollar umbrella liability policy? *
Yes
No
33. Do you own a business? *
Yes
No
If so, do we currently insure it? *
Yes
No
34. Do you plan to start a business? *
Yes
No
35. If you know anyone else who could benefit, please provide Name
Phone
Email

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