Resources

Are you adding or replacing a vehicle?
addingreplacing

What coverage would you like on the new vehicle?
liability onlycomprehensive (no collision)comprehensive & collisionsame as vehicle being replacednot sure (call me)

What is the primary use for the new vehicle?
commuting to work/schoolpleasure use

Are you financing or leasing?
financingleasingno, I own it!

If it’s financed or leased, would you like gap coverage? (this covers the loan amount if the vehicle is totaled and you owe more than it’s worth)
yesno

Select all that apply. This vehicle:
has existing damagehas salvaged titlehas customized equipmentis garaged elsewhere

What is the total number of vehicles in your household including newly-purchased one?
12345

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In the last 9-12 months:

Are there any newly-licensed drivers or any drivers no longer in household?
yesno

Has a student moved away to college without the use of a vehicle?
yesno

Have you, or any driver, changed job or school locations?
yesno

Have any insured vehicles been customized or altered?
yesno

Have you paid off any vehicle loans?
yesno

Would you be interested in bundling your homeowner’s or renter’s insurance with your auto?
multi-policy discounts can save you up to 30%!
yes, pleaseI already dodoes not apply to me

Have you considered increasing your liability limits for better protection of your assets?
yes, more info pleaseno thanks

I would like to learn more about the following options:
diminishing deductiblesaccident forgivenessnew vehicle replacementgap coverage

How would you rate our service to you?
below averageaverageabove averagesuperior

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In the last 9-12 months:

Has anyone moved in or out of the household?
*students away at college are considered household members
yesno

Have you installed a monitored security or fire alarm system?
yesno

Has any member of the household started a business in the home?
*any type of business that generates more traffic in/out of home
yesno

Have you made any significant home improvements?*
*wiring, HVAC, plumbing, roof, additions, etc…
yesno
  If yes, please explain

Have you purchased any other properties?
*rentals, secondary or seasonal home
nonerentalsecondary/seasonal

Have you purchased any of the following or similar items?
nonewatercraftmotorcyclesnowmobileRVATV

Have you acquired any pets or livestock?
yesno
  If yes, list type and breed

Have you installed any of the following or similar items?
nonepooljacuzzitrampolinefree standing wood stove

Have you acquired any valuable collections?
*artwork, jewelry, furs, precious metals or guns, etc…
yesno
  If yes, please explain

Are you satisfied with your current deductible?
yesnocontact me with options

In the next 6-12 months:

Have you considered bundling your autos with your homeowner’s?
yes, I already doyes, please quote meno thanks

Would you like to learn more about:
water & sewer drain backupearthquakeequipment breakdownumbrellasflood

How would you rate our service to you?
below averageaverageabove averagesuperior

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