Name:
How did you hear about us?
Internet
Friend/family member
I am a prior client
Yellow pages
Other
Email Address:
Street address (including apt #):
City, state, zip:
Phone number:
Do you:
Own home
Rent
Do not pay rent
Is your home a(n):
Apartment
House
Mobile Home
Other
If you own your home, is it currently insured?
Yes
No
Not applicable
If you own your home, and it is insured, how long has it been insured?
Less than 6 months
Between 6-12 months
More than 1 year
Not applicable
Do you have a drivers license?
Yes
No
If so, from what state or country?
How long have you had your license?
Less than 1 year
1-2 years
Over 2 years
If you do not have a license, what is your situation?
Permit
Expired permit
Expired license
Suspended license
Revoked license
Never obtained license or permit
Date of birth (include month, day and year):
Social security number (optional):
Will there be additional drivers?
Yes
No
If there WILL be additional drivers, please list their name, address, date of birth, gender, marital status, license information (same as above) for EACH additional driver:
How many people live in your household OVER the age of 14?
How many vehicles will you be insuring?
What type of coverage did you want for each vehicle?
Full coverage
Liability coverage (state mandated coverage)
Are all vehicles under your name?
Yes
No (if not please use next section to explain)
If all vehicles are not under your name please explain:
For each vehicle, please provide year, make, model, how many doors, and vehicle identification number (VIN), if available:
Has any driver who will be on the policy had any tickets or suspensions within the past 3 years? If so please indicate cause of suspension or ticket, and approximate date. Please note when quote is finalized, a motor vehicle report will be generated so please provide all information upfront so that we may provide an accurate quote:
Has any driver who will be on the policy had any accidents in the past 3 years? If to please indicate date of accident and whether this driver was at fault or not at fault.
For each vehicle, please list whether it will be used for pleasure (errands, personal use, etc.), work (driving to and from work), or business use.
If you will be using your vehicle to drive to and from work, please indicate how many miles in one direction from home to work:
What is your job occupation?
If you will be using vehicle for business use, please indicate the type of business you are in:
If you are currently insured, please indicate time period:
I have been insured for 0-6 months
I have been insured for more than 6 months
I am not currently insured
If you are currently insured, please provide the name of your current insurance company and your coverages:
How did you hear about us?
Your full name:
Name of your business:
Status of your business:
Corporation (including LLC)
Partnership
Sole proprietorship
Other
Business address (including street address, city, state and zip code):
Phone numbers:
Employer Identification Number (if you don't have one, list your social security numbers for each owner of the company)
Type of business (if construction, please list all the types of construction you do):
How long have you been working for yourself?
0-1 year
1-3 years
3 or more years
How many years' experience do you have in this type of business?
0-1 year
1-3 years
3 or more years
How many employees do you have?
Please indicate how much you pay each one per hour, how many hours per week they work, and list the final total amount you pay all employees:
If you are currently insured with business insurance, indicate how long you have been insured:
0-1 year
1-3 years
3 or more years
not insured
Have you had any claims or losses? If so, explain.
How much do you pay yourself per week?
Do you also need a workers' compensation quote?
Yes
No
If yes, do you want yourself included in the workers' compensation quote?
Yes
No
Not applicable
IF APPLICABLE: Do you want to insure your tools?
Yes
No
Not applicable
IF APPLICABLE: Describe your tools (what are they), and indicate the total value of all your tools and the value of your most expensive tool.
Full name of owner(s) of home:
Address of property (include street address, city, state, zip):
Phone number:
County where property is located:
Is this a property you already own or are going to purchase?
Already own
Going to purchase
If this is a property you are going to purchase, when are you closing?
at is the value of your home, or if you are closing on this home in the near future, what are you paying for it?
List all owners' dates of birth:
List all owners' social security numbers:
Type of construction of the home:
Brick
Frame
Other
Is this home new construction?
Yes
No
If not, what year was it built?
If your home is older than 1985, does it have circuit breakers (updated electrical system)?
Yes
No
I don't know
Type of property:
My primary residence and it is a single family home
My primary residence and it is a condo
My primary residence and it is a double
My primary residence and it is a modular home
My primary residence and it is a mobile home
Investment home - single family home
Investment home - condo
Investment home - double
Investment home - modular
Investment home - mobile
Is the property vacant?
Yes
No
If the property is vacant, when is it expected to be occupied?
At closing
Within 0-3 months
Within 3-6 months
Within 6-9 months
Over 12 months from now
Are there any unattached structures?
No
Yes - garage
Yes - shed
Yes - other
Home is equipped with the following (please check all that apply):
Smoke detectors
Burglar alarm - not connected to a central station
Burglar alarm - connected to a central station
Pool
Hot tub
Supplementary heating
None of the above
Have you had any prior real property losses?
Yes
No
If you have had any prior real property losses, please describe (including type of claim/loss and approximate date of occurrence):
Indicate any pets which are living at this property:
Cat(s)
Dog(s)
Doberman
Rottweiler
German Shepard
Pit Bull
None
Is the property in good repair?
Yes
No
Any comments or explanations: