It's time! Your insurance is renewing soon...

Emily Smith, CSR/Agent

You are a valued client and we are constantly striving to find creative and innovative ways of delivering excellent customer service to you.

Because life changes,  your insurance needs change too and we feel it’s very important to check with you regularly to make sure we have up-to-date information to ensure you’re properly covered.

We have a very short questionnaire for you to complete. It should only take about 2-3 minutes to complete and will greatly help us keep your info up-to-date. Thanks for your cooperation and participation!

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    Insurance Renewal Updater

    Help us make sure we have accurate and up-to-date information for you.

    NOTE: If your spouse/partner also received this, we just need one completed.

    Your name

    Please enter the address for your primary residence

    Best phone number to reach you

    Are you currently employed or retired?

    What is your current occupation?

    Do you work from home at all?

    Let us know your current marital status in case it's changed.

    singlemarriedengagedseparateddivorcedwidowed

    Spouse's first and last name

    Best phone number for spouse.

    Email address for spouse.

    Is your spouse currently employed or retired?

    What is your spouse's current occupation?

    Does your spouse work from home at all?

    Fiancé's first and last name

    Best phone number for fiancé'.

    Email address for fiancé'.

    Is your fiancé' currently employed or retired?

    What is your fiancé's current occupation?

    Does your fiancé' work from home at all?

    Do you have a domestic partner who has a financial interest in home or auto(s)?

    Domestic partner's first and last name

    Best phone number for domestic partner.

    Email address for domestic partner.

    Is your domestic partner currently employed or retired?

    What is your domestic partner's current occupation?

    Does your domestic partner work from home at all?

    In total, how many full-time residents live in your household now?

    (include kids away at college)

    Please select the types of policies you have with us (check all that apply)

    Is this your primary home or secondary/seasonal home? (check all that apply to policies we insure)

    Let's get started! Here's what we need to know for your primary home :

    What year was your roof on primary home last replaced or installed? (your best estimate if you're not sure)

    Kitchen updates? How would you classify the quality level of your kitchen now?
    builder's grade | semi-custom | custom

    Bathroom updates? How would you classify the quality level of your bathroom(s) now?
    builder's grade | semi-custom | custom

    Do you have a basement?

    Let us know the quality of finish of your basement.

    Do you have any structures on premises not attached to your home? (ex. shed, pole barn, pool, etc)

    Please describe what you have

    Please select the type of security or fire alarm system you have (if any).

    Have you installed any of the following (or similar) items?

    Because one of you works from a home office, how much personal property is used for business? (computer, desk, furniture, printers, etc)

    Do you need to schedule (or update) coverage for any valuables at this time? (jewelry, artwork, firearms, collectibles, etc)

    Select your company and let us know if you'd like more info about the options they offer. (NOTE: you may have one or more of these coverages already but we'll follow up with more detail)


    sewer or drain backupextended water (flood)earthquakemine subsidence/sinkholewatercraft liabilityfarm equipmentfarm liabilityfarm livestockfarm propertyfarm operationsburied utility lineequipment breakdownidentity recovery/fraudnot interested


    sewer or drain backupearthquakeAAA membershipnot interested


    sewer or drain backupearthquakesinkholeequipment breakdownassisted living carehome cyber protectionburied utility lineidentity theftfarming liabilitynot interested


    sewer or drain backupearthquakeequipment breakdownidentity fraud expensedecreasing deductibleloss forgivenesspersonal injuryroof & siding matchingfarming liabilitywater seepage/leakageburied utility lineassisted living carenot interested


    sewer or drain backupearthquakemine subsidencegolf cart coveragehome computer coverageidentity managementnot interested


    sewer or drain backupearthquakehome day carefarming liabilityroof & siding matchingburied utility lineidentity theft recoverypersonal offenseequipment breakdownhome warrantypet health insurancenot interested


    sewer or drain backupearthquakeidentity recoveryhome systems protectioncyber/data breach/bullypersonal injurynot interested


    sewer or drain backupearthquakeequipment breakdownfarming liabilityburied utility linehome daycareassisted living carenot interested


    sewer or drain backupearthquakeequipment breakdownburied utility linehome-sharingsupplemental boat hull coveragecyber/identity theftnot interested

    In regard to pets or animals, please check all that apply:

    How many dogs do you have?

    What breed(s) of dog(s) do you have?

    What kind(s) of farm animals do you have?

    How many farm animals do you have?

    Please provide more detail about exotic animal(s)

    Do you plan to participate in any home-sharing programs? (ex. AirBnb, VRBO, etc)

    Would you be interested in having us bundle your auto with your homeowner's? (multi-policy discounts can save you as much as 40%!)

    Let's get started! Here's what we need to know for your secondary home :

    What state is your primary home located in?

    How many continuous months does this secondary home go unoccupied?

    Are there any water leak sensors or monitor devices installed in the secondary home?

    What year was your roof on secondary home last replaced or installed? (your best estimate if you're not sure)

    Kitchen updates? How would you classify the quality level of your kitchen now?
    builder's grade | semi-custom | custom

    Bathroom updates? How would you classify the quality level of your bathroom(s) now?
    builder's grade | semi-custom | custom

    Do you have a basement?

    Let us know the quality of finish of your basement.

    Do you have any structures on premises not attached to your home? (ex. shed, pole barn, pool, etc)

    Please describe what you have

    Please select the type of security or fire alarm system you have (if any).

    Have you installed any of the following (or similar) items?

    Select your company and let us know if you'd like more info about the options they offer. (NOTE: you may have one or more of these coverages already but we'll follow up with more detail)


    sewer or drain backupextended water (flood)earthquakemine subsidence/sinkholewatercraft liabilityfarm equipmentfarm liabilityfarm livestockfarm propertyfarm operationsburied utility lineequipment breakdownidentity recovery/fraudnot interested


    sewer or drain backupearthquakeAAA membershipnot interested


    sewer or drain backupearthquakesinkholeequipment breakdownassisted living carehome cyber protectionburied utility lineidentity theftfarming liabilitynot interested


    sewer or drain backupearthquakeequipment breakdownidentity fraud expensedecreasing deductibleloss forgivenesspersonal injuryroof & siding matchingfarming liabilitywater seepage/leakageburied utility lineassisted living carenot interested


    sewer or drain backupearthquakemine subsidencegolf cart coveragehome computer coverageidentity managementnot interested


    sewer or drain backupearthquakehome day carefarming liabilityroof & siding matchingburied utility lineidentity theft recoverypersonal offenseequipment breakdownhome warrantypet health insurancenot interested


    sewer or drain backupearthquakeidentity recoveryhome systems protectioncyber/data breach/bullypersonal injurynot interested


    sewer or drain backupearthquakeequipment breakdownfarming liabilityburied utility linehome daycareassisted living carenot interested


    sewer or drain backupearthquakeequipment breakdownburied utility linehome-sharingsupplemental boat hull coveragecyber/identity theftnot interested

    In regard to pets or animals, please check all that apply:

    How many dogs do you have?

    What breed(s) of dog(s) do you have?

    What kind(s) of farm animals do you have?

    How many farm animals do you have?

    Please provide more detail about exotic animal(s)

    Do you plan to participate in any home-sharing programs? (ex. AirBnb, VRBO, etc)

    Great! Here's what we need to know for auto insurance updates:

    First, confirm how many vehicles are registered to your address?

    Do you (or other members of household) drive a company car?

    Please provide the driver's name.

    Are any of your vehicles customized, modified or altered?

    Please provide more detail

    Including yourself, how many residents in your household are of driving age and licensed?

    Would you be interested in having us bundle your homeowner's, condo-owner's or renter's insurance with your auto?
    (multi-policy discounts can save you as much as 40%!)

    Tell us about vehicle #1...

    What is the year, make and model?

    How is this vehicle used? (check all that apply)

    Roughly how many miles is the commute one-way?

    Please describe how the vehicle is used.

    Who primarily operates this vehicle?

    ******************************

    Tell us about vehicle #2...

    What is the year, make and model?

    How is this vehicle used? (check all that apply)

    Roughly how many miles is the commute one-way?

    Please describe how the vehicle is used.

    Who primarily operates this vehicle?

    ******************************

    Tell us about vehicle #3...

    What is the year, make and model?

    How is this vehicle used? (check all that apply)

    Roughly how many miles is the commute one-way?

    Please describe how the vehicle is used.

    Who primarily operates this vehicle?

    ******************************

    Tell us about vehicle #4...

    What is the year, make and model?

    How is this vehicle used? (check all that apply)

    Roughly how many miles is the commute one-way?

    Please describe how the vehicle is used.

    Who primarily operates this vehicle?

    ******************************

    Tell us about your vehicle #5...

    What is the year, make and model?

    How is this vehicle used? (check all that apply)

    Roughly how many miles is the commute one-way?

    Please describe how the vehicle is used.

    Who primarily operates this vehicle?

    ******************************

    Tell us about vehicle #6...

    What is the year, make and model?

    How is this vehicle used? (check all that apply)

    Roughly how many miles is the commute one-way?

    Please describe how the vehicle is used.

    Who primarily operates this vehicle?

    ******************************

    Tell us about vehicle #7...

    What is the year, make and model?

    How is this vehicle used? (check all that apply)

    Roughly how many miles is the commute one-way?

    Please describe how the vehicle is used.

    Who primarily operates this vehicle?

    Select your company and let us know if you'd like more info about the options they offer.

    (NOTE: you may have one or more of these coverages already but we'll follow up with more detail)

    comprehensivefull glass $0 deductiblecollisionroadside serviceloss of use (rental car)new auto securityrideshare gap (Uber/Lyft)rate lockauto plus (dim. deductibles)not interested

    comprehensivefull glass $0 deductiblecollisionroadside assistanceloss of use (rental car)special equipmentloan/lease gap coveragenot interested

    comprehensivefull glass $0 deductiblecollisionroadsideloss of use (rental car)ID theftOnTrack savings apppet injurymobile devicesnew auto replacedeductible waiverloan/lease gapcustom equipmentrideshare gapminor violation forgiveaccident forgivenessnot interested

    comprehensive$50 glass deductiblecollisionroadsideloss of use (rental)loan/lease gapincreased custom equiplimited mexico coverageRDP accident/viol forgivePRDP (+dim deducts)new car replacementIntelliDrive savingsnot interested

    comprehensivefull glass $0 deductiblecollisionroadsideloss of use (rental)loan payoffincreased custom equipSnapShot savings appdiminishing deductiblespaperless discountnot interested

    comprehensivefull glass $0 deductiblecollisionroadsideloss of use (rental)accident forgivenessRight Track savings appworld-wide rentalloan lease/gapnew vehicle replacementcustom equipemergency assistancerideshare (Uber/Lyft)claims free cash backnot interested

    full glass $0 deductiblenot interested

    full glass $0 deductibleenhanced collisionroadsidetrip interruptionloan/lease gapaccident forgiveness9&3 savings apppet injurynot interested

    We have just a few questions about renter's insurance for you...

    Are you happy with the amount of personal property coverage you currently carry?
    yesnonot sure what I have now

    If you lost everything you owned, how much do you think it would take to replace everything? (clothes, furniture, appliances, etc...) minimum is $20,000

    Do you need to schedule (or update) any valuables at this time? (jewelry, art, firearms, collectibles, etc)

    Have you installed any of the following (or similar) items?

    Because one of you works from a home office, how much personal property is used for business? (computer, desk, furniture, printers, etc)

    In regard to pets or animals, please check all that apply:

    How many dogs do you have?

    What breed(s) of dog(s) do you have?

    What kind(s) of farm animals do you have?

    How many farm animals do you have?

    Please provide more detail about exotic animal(s)

    Would you be interested in having us bundle your auto with your renter's? (multi-policy discounts can save you as much as 40%!)

    We just have a few items to review for condo-owner's insurance...

    Are you happy with the amount of personal property coverage you currently carry?
    yesnonot sure what I have now

    If you lost everything you owned, how much do you think it would take to replace everything? (clothes, furniture, appliances, etc...) minimum is $30,000

    Do you need to schedule (or update) any valuables at this time? (jewelry, art, firearms, collectibles, etc)

    Would you like to increase loss assessment coverage? (if the HOA assesses you for a loss to a common area)

    Because one of you works from a home office, how much personal property is used for business? (computer, desk, furniture, printers, etc)

    In regard to pets or animals, please check all that apply:

    How many dogs do you have?

    What breed(s) of dog(s) do you have?

    Please provide more detail about exotic animal(s)

    Would you be interested in having us bundle auto with your condo-owner's? (multi-policy discounts can save you as much as 40%!)

    A couple questions about umbrella coverages...

    Would you like to adjust the current liability limit on your umbrella?

    Would you like the umbrella to include Un-insured/Under-insured Motorist if limits on your auto were exhausted?

    Just a few things to ask about your rental(s)...

    How many rental properties do you own?

    Do you have all your rentals insured with our agency?

    Do you rent out on a short-term basis? (less than 12 months lease)

    What's the most you furnish to any one single rental? (appliances and/or furniture)

    Do any of your tenants have any dogs?

    IMPORTANT NOTE! Many insurance companies do not cover the liability risk associated with dog bites from restricted breeds. Please contact your agent for more details.

    Please make sure your tenants are aware that they are responsible for insuring their own personal property. Your policy does not cover them in any way!
    Also, for your protection, we recommend you require all tenants to have renter's insurance with minimum liability limits of $300,000. Their policy should also list "You" as an 'additional interest'. Have your tenant contact us and we'll make sure you're both properly covered.

    With regard to life insurance, select all that apply to you.

    Would you be interested in increasing your liability limits to better protect your assets?

    I still have questions or concerns about my policy(s) and would like someone to contact me

    How would you prefer to be contacted?

    How would you rate our service to you?

    below averageaverageabove averagesuperior

    In what ways do you feel we could improve?

    Google reviews really help us! If you're happy with us, please rate us 🙂 (link opens new window)