• Let's get this started

    We know, we know. Surveys are annoying, but this one is critical in allowing our team to make sure you're properly protected! On average, this form takes 7 minutes.
  • Format: (000) 000-0000.
  • When it comes to your insurance, which of these is the most important to you?*
  • What insurance policies do you have now (even if they aren't with our agency)?*
  • Over the next few questions, we're going to focus on your auto insurance.

  • Almost done! Please click "next" until the questions resume.

    "Technology is great when it wants to work"
  • Is there anyone over the age of 15 that lives in your home that is not currently on your policy (even if they aren't licensed, aren't driving, or have their own policies)?*
  • Is anyone in your household driving for any rideshare or meal delivery services (Uber, Lyft, DoorDash, pizza delivery, etc)?*
  • Do you own any additional vehicles that we are not currently insuring?*
  • Liability coverage is what protects you from lawsuits when you cause bodily injury or property damage - like an auto accident.

  • Would you be interested in increasing your current amounts?*
  • Almost done! Please click "next" until the questions resume.

    "Technology is great when it wants to work"
  • Over the next few questions, we're going to be discussing your homeowners insurance.

  • Home insurance policies have limited coverage for certain items in your home. Do you have any of these you would like to discuss to make sure they are adequately protected?*
  • Would you be interested in raising your home insurance deductible if if saved you money?*
  • We'll explore that for you. What deductible options interest you the most? You can select more than one.*
  • We currently have your home insured for the estimated replacement cost.

    Keep in mind, this is just to rebuild the house. It does not reflect your home's market value, personal property, detached structures, etc. Those are covered separately.
  • What are your thoughts on your current replacement cost?*
  • Please select any of the following that you have on your property. We will double check and make sure no coverage gaps exist because of these items.*
  • The following are perils that home insurance does NOT typically cover. If you're interested in getting a quote on any of these, please check them below.*
  • Once this form has been completed, you'll receive an email with a link to get a flood insurance quote through our flood insurance expert.

  • Is any of your home occupied by a tenant?*
  • Do you have any pets?*
  • Are you considering moving in the next 12 months?*
  • Great! When that time comes, be sure to reach out to us. We have a vast network of realtors and mortgage lenders who can help you in this process.

  • Do you own any "toys" such as RVs, travel trailers, boats, ATVs, golf carts, or motorcycles that we don't currently insure?*
  • Since we are your insurance agent, we're often contacted after someone passes about the existence of life insurance policies. Who is your current life insurance with?*
  • What is your preferred method of contact from us?*
  • This comprehensive form is designed for your convenience. Would a direct meeting with our team serve you better for complex issues or detailed pricing inquiries not included? If you do not select YES, we will not reach out about your renewal.*
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