Annual Coverage Check-In
Please complete the form below and review the questions on the following screens. If you have questions on any of the choices or don't know what they mean, contact us for a good conversation 989-652-6104.
Annual Rummel Review
Your primary contact information will be used to locate your accounts in our system. It’s easier than making you memorize your policy numbers!
I am a Rummel Client
*
YES
NO
Primary Contact Name
*
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Primary Contact Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Back
Next
How can we make YOUR insurance experience better?
Check all that apply:
*
Discuss billing options (how often I pay or being set up on autopay from a credit card or bank account)
Review discounts (AARP, Credit Union, Association Memberships, etc.)
Interested in “bundling” policies
None
Other
About your auto policy coverage decisions...
Changes in your world could impact past decisions. The items below might not be covered on your auto policy the way you think! Please look at your recent policy and check all that apply:
*
There have been changes in how I get around or who is driving my auto
Changes in the miles I drive to work
Changes in health insurance and/or are interested in learning how to save money by having the auto policy’s Personal Injury Protection share duties with my medical plan
Changes in who lives in my household
I have a household member in school or attending college
Household member getting paid to deliver things with my auto or are involved with a ride sharing program like UBER or LYFT
Household family members driving vehicles they don’t own
Someone who isn’t a resident family member driving my auto
Interested in higher deductibles
Interested in discussing current coverages more in-depth (i.e., lawsuit protection, medical, property damage, uninsured/underinsured motorists, having my policy fix the damage to my car, towing, getting a rental when I have been in an auto accident, etc.)
None
Other
Back
Next
About your homeowner policy coverage decisions...
Potential changes in your world may change what coverage is provided if you have a claim. Please look at your recent policy and check all that apply:
*
I participate in a program like AIR BNB, VRBO, and/or rent my home
I accept money stemming from my hobby and/or from my in-home business
I would like to review coverage to rebuild my home (often referred to as Cov. A- Dwelling: Replacement Coverage)
I have added an addition and/or renovated my home since my last policy renewal
I have added or removed a heat source
I have added an alarm system, pool, hot tub, trampoline, pets, stand-by generator, etc.
I have added or sold “expensive” items such as jewelry, firearms, electronics, collectables, etc.
I have someone new living in my home
I’m concerned with flooding and/or live in a flood plain and want to talk about flood insurance
I would like to review my water back-up/sump-pump failure coverage in case my basement gets wet
None
Other
Back
Next
Any concerns about your likelihood of being sued?
The items below are examples of real-world scenarios that create opportunities for others to sue you. Do you have added exposures to talk about? Check all the apply:
*
Changes in personal liability or property ownership, including trusts and LLCs
My name is on a deed for a home I don’t live in or that I’m not insuring
I created an LLC (for any reason) or became a member of an LLC
Serving on a board of directors (whether I get paid or not)
Have ownership in a business
I pay people to do work on my property (gardener, health care worker, etc.)
Have co-signed new loans for myself, a family member, or a friend
I (or a household member) operate a drone
I (or a household member) have “side jobs” I get paid cash for
None
Other
Interested in protecting your family’s income in the event you become injured and can’t work or if you die?
Check all that apply:
*
I would like help performing a D.I.M.E. Analysis (Debt, Income, Mortgage, Education Expenses) on my financial obligations
I would like to discuss my current plan in place to financially protect my loved ones
I want more information on how to protect my money from stock market swings
None
Other
Submit
Should be Empty: