Annual Client Review (Property & Auto)

Your Name
Spouse's Name

Your Property Insurance

Please check one
Have any members of the household recently married, moved out, separated, or divorced?
Do you own any additional properties or vacant land that we don’t currently insure?
Are any of your properties or vacant land titled in a trust or LLC?
Flood, Sinkhole, and Earthquake are some exclusions in a Homeowner’s policy. Are you aware you can purchase these coverages?
Have you done any updates to your home recently? Examples: added an addition, replaced the roof or heater, finished the basement, built any detached structures, pools, or garages
Do you own any trailers, watercrafts, jet skis, recreational vehicles, snowmobiles, ATVs, or motorized golf carts that we don’t currently insure?
Do you own any jewelry, fur, silverware, musical instruments, stamps/coins/guns/fine arts or collectibles that we don’t currently insure?
Are any members of your household not related to you?
If you have children, are any of them full-time college students?
Are any of the members of your family living in an assisted living facility or nursing home?
Do you have a home-based business?
Is any part of your home available for rent (including vacation rental or home sharing/swapping
Do you babysit or operate a child daycare in your home?
Have you notified us if you refinanced, changed mortgage companies, or paid off your mortgage in the past year?

Your Car Insurance

Please check one
Has anyone in your household acquired a vehicle that is not already listed on your policy?
Are any of the vehicles listed on your policy titled to someone other than you?
Are any of your vehicles used for business purposes? This includes, but is not limited to: snow plowing, food delivery, and driving for ride sharing services such as Uber or Lyft
Are any of your vehicles available for rent via a car sharing service such as Turo or Zipcar?
Do you have a company car?
Do you have any classic or antique cars that we don’t currently insure?
Do you own a motorcycle that we don’t currently insure?
Do you want Roadside Assistance/Towing coverage?
Do you want to be able to rent a car if your car is damaged in an accident?
Have you recently lost your medical insurance?
Are any of your vehicles customized?
Are all drivers in your household listed on your policy?
Our agency also sells Life, Disability, and Long Term Care Insurance. Is this something you’d like to learn more about?
Would you like to opt-in to our text alerts? Examples: Office closures, customer satisfaction and claim surveys, etc.

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