Annual Client Review (Property) Your Name First Last Your Email Your PhonePhone TypeCellHomeWorkSpouse's Name First Last Spouse's Email Spouse's PhonePhone TypeCellHomeWorkYour Property InsurancePlease check oneYou can save money by bundling your home and auto policies. Would you like an auto quote? Yes No N/A Have any members of the household recently married, moved out, separated, or divorced? Yes No N/A Do you own any additional properties or vacant land that we don’t currently insure? Yes No N/A Are any of your properties or vacant land titled in a trust or LLC? Yes No N/A Flood, Sinkhole, and Earthquake are some exclusions in a Homeowner’s policy. Are you aware you can purchase these coverages? Yes No N/A 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 Yes No N/A Do you own any trailers, watercrafts, jet skis, recreational vehicles, snowmobiles, ATVs, or motorized golf carts that we don’t currently insure? Yes No N/A Do you own any jewelry, fur, silverware, musical instruments, stamps/coins/guns/fine arts or collectibles that we don’t currently insure? Yes No N/A Are any members of your household not related to you? Yes No N/A If you have children, are any of them full-time college students? Yes No N/A Are any of the members of your family living in an assisted living facility or nursing home? Yes No N/A Do you have a home-based business? Yes No N/A Is any part of your home available for rent (including vacation rental or home sharing/swapping Yes No N/A Do you babysit or operate a child daycare in your home? Yes No N/A Have you notified us if you refinanced, changed mortgage companies, or paid off your mortgage in the past year? Yes No N/A Our agency also sells Life, Disability, and Long Term Care Insurance. Is this something you’d like to learn more about? Yes No Would you like to opt-in to our text alerts? Examples: Office closures, customer satisfaction and claim surveys, etc. Yes No Please provide any additional comments or concerns: Δ