Insurance Professionals of TN_19-0863-00_Policy Review

  • Policy Review

  • It’s time to review your insurance.

    It’s important to review your needs to ensure you have the proper coverage in place.

  • Client Information

  • Format: (000) 000-0000.
  • What insurance do you currently have with us?*

  • Your Home(s)

    Please think back over the last year when answering these questions.

  • Have you remodeled or made any major updates to an existing home(s)?
  • Have you added a home security system?
  • Have you started a home-based business?
  • Have you purchased a secondary residence, including a condo or timeshare?
  • Have you started participating as a service provider in the home sharing economy? (Airbnb, VRBO)

  • Your Automobiles and other "Vehicles"

    Please think back over the last year when answering these questions.

  • Have you added an automobile, watercraft, or recreational vehicle?
  • Have you added any new drivers?
  • Have you added a vehicle provided by an employer?
  • Have you had a child leave home to attend school or no longer considered a dependent?
  • Have you started participating as a service provider in the ridesharing economy? (Uber, Lyft, Sidecar)

  • Your Other Life Events

    Please think back over the last year when answering these questions.

  • Have you added or changed ownership of any assets including titles, trusts or LLCs?
  • Have you hired domestic help, nanny or housekeeper, either full or part-time?
  • Have you purchased jewelry, art or other valuables that need to be added? Are there items that need to be changed or deleted?
  • Have you had a significant change in net worth?
  • Have you accepted a position on a board(s) of a profit or nonprofit organization(s)?

  • Additional Protection

  • Would you like to discuss any additional insurance protection with us?

  • Your Business Structure

    Please think back over the last year when answering these questions.

  • Have you changed the ownership structure of your business?
  • Have you added new or changed your existing operations and/or products?
  • Have you begun to buy supplies or sell your products overseas?
  • Are you operating out of any new locations or have you closed locations?

  • Your Personal Liability

    Please think back over the last year when answering these questions.

  • Have you acquired, leased or sold a building, business property and/or equipment?
  • Have there been any improvements and/or significant alterations to your building?
  • Has your Inventory level changed significantly?
  • Have you purchased, leased or sold any Vehicles?

  • Your Income Protection

    Please think back over the last year when answering these questions.

  • Have your Businesses revenues changed by more than 10% since last year?
  • Do you rely on a single supplier for more than 50% of your materials?
  • Do you rely on a single buyer for more than 50% of your sales?

  • Your Employees & Professional Liability Exposure

    Please think back over the last year when answering these questions.

  • Do you have employees that regularly travel out of state or overseas for business?
  • Do any employees use their own personal cars for business purposes?
  • Do any Employees work outside your home state or work from their home regularly?
  • Do you obtain Certificate of Insurance from all subcontractors, vendors and 1099 workers?
  • Are any of the owners a member of any board of directors whether for profit or not?

  • Additional Protection

  • Would you like to discuss any additional insurance protection with us?
  • Should be Empty: