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.
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What is your full legal name?
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First Name
Last Name
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Let's make sure we have the correct cell phone number on file for you.
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Please enter a valid phone number.
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Let's make sure we have the best email on file for you.
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example@example.com
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Let's make sure we have the best mailing address on file for you.
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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
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When it comes to your insurance, which of these is the most important to you?
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Price is my main concern. I need budget friendly options.
Coverage is my main concern. I want to see all potential coverage offerings.
A balance between price and coverage - price is a factor but not the only factor.
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What insurance policies do you have now (even if they aren't with our agency)?
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Auto
Home (you own your home)
Renters (you rent your home)
Landlords (you own a property that you rent to others)
Motorcycle / ATV / Camper / Trailer / Boat / Other Toy
Commercial / Business Policy
Umbrella (excess liability)
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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"
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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)?
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Yes
No
What is the relationship and name of the other driver(s) in your household?
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Some carriers offer discounts based on certain occupations. Please list the occupations for all drivers.
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Examples: Stephanie - Student, Mark - Military, James - Firefighter
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Is anyone in your household driving for any rideshare or meal delivery services (Uber, Lyft, DoorDash, pizza delivery, etc)?
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Yes
No
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Do you own any additional vehicles that we are not currently insuring?
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Yes
No
Can you give us a little feedback on why we don't insure them (i.e. company car, insured elsewhere, etc)?
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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?
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Yes
No
Almost done! Please click "next" until the questions resume.
"Technology is great when it wants to work"
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Over the next few questions, we're going to be discussing your homeowners insurance.
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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?
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Jewelry
Collectibles
Silverware
Artwork
Musical Instruments
Firearms
None of the above
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Would you be interested in raising your home insurance deductible if if saved you money?
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Yes
No
We'll explore that for you. What deductible options interest you the most? You can select more than one.
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$2,500
$5,000
$10,000
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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?
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Seems about right
Might be too low
Let's discuss this
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What year was your roof installed?
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This is a critical piece of information. Please give us the "best of your knowledge" year your roof was installed.
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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.
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Pool
Trampoline
Farm Animals
Exotic Animals
Animal(s) with a bite history
In-home Daycare
Any kind of business on the property (accounting, lawyer, work from home office, etc)
None of the above
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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.
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Earthquake
Flood / Rising Water
None of these
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.
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Is any of your home occupied by a tenant?
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No
Yes, short term rental (AirBnB, VRBO, etc)
Yes, long term rental (typically 6+ month lease terms)
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Do you have any pets?
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Yes
No
Awesome! We are "pet people" too! What pets do you have? Please include their name and breed.
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Example: Hemi - Beagle
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Are you considering moving in the next 12 months?
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Yes
No
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.
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Do you own any "toys" such as RVs, travel trailers, boats, ATVs, golf carts, or motorcycles that we don't currently insure?
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Yes
No
Nice! What do you have?
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Some home policies will extend coverage to these items. We will check if any policies you have now do that.
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How would you rate the service you have received from us in the past year?
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1
2
3
4
5
This is for our agency, not your carrier.
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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?
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I don't have any.
I have coverage through work.
Other
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What is your preferred method of contact from us?
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Email
Text
Phone Call
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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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Yes, I'd like to schedule an appointment.
No thank you.
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Anything you would like to add before we submit? You can list questions, comments, concerns, etc.
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