Annual Client Review (Property)

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Your Property Insurance

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You can save money by bundling your home and auto policies. Would you like an auto quote?
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?
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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