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Cell Phone:
Last Name:
Applicant Information
First Name:
Last Name:
DOB:
Resident Address:
Resident City:
Resident Zip:
Occupation:
Highest Education:
Marital Status:
Spouse First Name:
Spouse Last Name:
Spouse DOB:
Spouse Occupation:
Spouse Highest Education:

Information Disclosure: To offer you an accurate quote, we will use information from you and other sources, such as your driving, claims and credit histories. Please answer our questions accurately, as accidents and violations discovered in your CLUE report can cause rates to be higher.

Vehicle Count
How many vehicles do you insure?
Vehicle Coverage Questionnaire
Are you open to getting more discounts by allowing a telematic device to track your driving habits?
Do you have AAA? If no, would you expect your insurance to pay towing or roadside assistance expense?
Would you be interested in going to higher deductibles to reduce premium?
If yes, what's the most you'd be willing to pay?
What would best describe your financial situation?
Paying your premium in full can get you a pretty big discount. Is paying your premiums every 6 months or annually an option?
Year:
Make:Loading gif
Year Purchased:
Vehicle Use:
Annual Miles:
Ownership:
Desired Coverage:
Collision Deductible:
Comprehensive Deductible:
Glass Deductible:
Rental Car Benefit:
Roadside Coverage:
Liability Limits:
Uninsured Liability Limits:
Medical Limits:
Uninsured Property Coverage:
Driver Information
How many drivers will be on your policy?
First Name:
Last Name:
DOB:
Gender:
Driver's License Number:
DL State:
Relation:
SR 22 Needed:
Commercial Auto Count
How many vehicles do you insure?
Commercial Driver
How many drivers will be on your commercial policy?
Commercial Auto Questionnaire
Are you open to getting more discounts by allowing a telematic device to track your driving habits?
Do you expect your insurance to pay towing or roadside assistance expense?
If your windshield needed to be replaced today, how much would you want to pay?
What is your preferred comp and collision deductibles?
Would you be interested in going to higher deductibles to reduce premium?
Paying your premium in full can get you a pretty big discount. Is paying your premiums every 6 months or annually an option?
Year:
Make:
VIN:
Year Purchased:
Annual Miles:
Ownership:
Desired Coverage:
Collision Deductible:
Comprehensive Deductible:
Glass Deductible:
Rental Car Benefit:
Roadside Coverage:
Liability Limits:
Uninsured Liability Limits:
Medical Limits:
Uninsured Property Coverage:
First Name:
Last Name:
DOB:
Gender:
Drivers License:
SR 22 Needed:
Purchased (M/Y): Number of occupants? In a HOA?
If less than 2 years, what was your previous address:
Previous Address: Previous City/State: / Previous Zip:
Dogs Count: Breed:    
Building Information
Address: City/State: / Zip:
Year Built: Foundation: Pct Finished:
Sump Pump:        
Stories: Sq Feet: Style:
Fire Hydrant: Fire Station: City Limits:
 
Interior Information
Kitchen Grade: Bathrooms: - Full - 3/4 - 1/2 Bath Grade:
Flooring: Hardwood   Carpet   Tile   Laminate   Vinyl      
Fireplace: #   Wood Stove: Last Inspected:
Heating: Heating Updated: Central Air:
Plumbing: Updated: Wiring: Updated: Household Smoker:
           
Exterior Information
Roof Material: Roof Replaced: Impact Resistant
Roof Replacement: Sewer Concern? Solar Panel Cnt:
Exterior Walls: Garage: Garage Sizes: Cars
Deck: Sq Ft   Patio: Sq Ft   Porch: Sq Ft  
Hot Tub: Pool: Trampoline:
Detached Structure: Detached Structure: Detached Value:
           
Home Features
Dead Bolts: Burglar Alarm: Fire Alarm:
Protective Device: Home Business: Equipment Coverage:
Floaters: $ Jewelry   $ Firearms   $ Collectibles
Do you plan to buy a new home or refinance in the near future? What year?
Losses:
Notes:
Property Information:
How many properties do you insure?
Type of property?
Address:
City:
Zip:
Month and year purchased?
How is property used?
Is property vacant?
How many months rented per year?
Rent amount received per month?
Is property in a HOA?
Year Built:
Foundation Type:
Year Roof Replaced:
Roof Material:
Impact Resistant:
Garage:
Garage Sizes:
Value of detached structures (shed, barn, greenhouse, fencing,etc):
Kitchen grade:
Bathroom grade:
Fireplace count:
Address:
City:
Zip:
Month and year purchased?
How is condo used?
Is property vacant?
How many months rented per year?
Rent amount received per month?
Is condo HOA insured?
Year Built:
Sq Ft:
Bathroom Count:
Floor Located:
Address:
City:
Zip:
Month and year purchased?
How is property used?
Is property vacant?
How many months rented per year?
Rent amount received per month?
Is your home in a HOA?
Model Year:
Width:
Length:
Tied Down:
Coverage Amount:
Address:
City:
Zip:
Mnth and year purchased?
How is property used?
Is property vacant?
How many months rented per year?
Rent amount received per month?
Is property in a HOA?
Year Built:
Foundation Type:
Year Roof Replaced:
Roof Material:
Impact Resistant:
Garage:
Garage Sizes:
Value of detached structures (shed, barn, greenhouse, fencing,etc):
Kitchen grade:
Bathroom grade:
Fireplace count:
Address:
City:
Zip:
Month and year purchased?
How is property used?
Is property vacant?
How many months rented per year?
Rent amount received per month?
Is property in a HOA?
Year Built:
Foundation Type:
Year Roof Replaced:
Roof Material:
Impact Resistant:
Garage:
Garage Sizes:
Value of detached structures (shed, barn, greenhouse, fencing,etc):
Kitchen grade:
Bathroom grade:
Fireplace count:
Number of family units in property:
Renters Questionnaire
How many dogs?
Unit Sq Ft:
Type of residence:
Personal Property
Motorcycle Information:
How many motorcycles do you insure?
Motorcycle Coverage Questionnaire
Do you have a motorcycle endorsement on their license?
Have you completed a safety course?
Year:
Make:
Model:
CC's:
Purchase Price:
Current Value:
Who rides this motorcycle?
Desired Coverage:
Collision Deductible:
Comprehensive Deductible:
Glass Deductible:
Roadside Coverage:
Custom Equipment Value:
Liability Limits:
Uninsured Liability Limits:
Medical Limits:
Uninsured Property Coverage:
RV Count:
How many RV's do you insure?
RV Coverage Questionnaire
Are you open to getting more discounts by allowing a telematic device to track your driving habits?
Do you have AAA? If no, would you expect your insurance to pay towing or roadside assistance expense?
If your windshield needed to be replaced today, how much would you want to pay?
What is your preferred comp and collision deductibles?
Would you be interested in going to higher deductibles to reduce premium?
What would best describe your financial situation?
Paying your premium in full can get you a pretty big discount. Is paying your premiums every 6 months or annually an option?
Year:
Make:
Model:
Year Purchased:
Lenght Use:
Purchase Price:
Current Value:
Ownership:
Desired Coverage:
Collision Deductible:
Comprehensive Deductible:
Glass Deductible:
Roadside Coverage:
Liability Limits:
Uninsured Liability Limits:
Medical Limits:
Uninsured Property Coverage:
ATV/UTV Count:
How many atv's do you insure?
Year:
Make:
Model:
CC‘s:
Purchase Price:
Current Value:
Desired Coverage:
Personal Umbrella Questionnaire
What limits of liability do you need?
How many properties do you own?
How many vehicles do you own?
How many drivers do you insure?
How many drivers under the age of 25?
How many watercraft do you own?
Renters Questionnaire
What month and year did you purchase your home?
Is your home in a HOA?
How many dogs?
Year Built:
Foundation Type:
Year Roof Replaced:
Roof Material:
Impact Resistant:
Garage:
Garage Sizes:
General Liability Questionnaire
Business name:
Is your business address different than your residential address?
Business physical address:
Business physical city, st, zip:
Do you lease or own your business location?
Type of business:
Brief Description Of Operations:
How is the business structured:
Years of industry experiences:
What year did the business begin?
Business website:
Number of full time employees:
Number of part time employees:
Do you use sub-contractors?
Annual sales:
Annual payroll (not including sub-contractors, clerical, or owner):
Annual clerical payroll:
What percent of annual sales is paid to sub-contractors:
Building construction type:
Total square footage of building:
Total square footage occupied:
Year built:
Number of stories:
Roof replaced:
100% sprinklered:
How much business property coverage do you need?
How much tool coverage do you need?
How much equipment coverage do you need?
Do you do anything with new construction or track homes?
How much liability coverage do you need?
Current General Liability Carrier:
Number of claims in the last 5 years:
Do you need a workers compensation policy?
Current Workers Comp Carrier:
Workers Comp Questionnaire
Coming Soon!  
Commercial Umbrella Questionnaire
What limits of liability do you need?
How many commerical properties do you own?
How many commerical vehicles do you own?
How many commerical drivers do you insure?
How many commerical drivers under the age of 25?
How many commerical watercraft do you own?
Congratulations! We have what we need to run your CLUE reports and prepare your quotes.
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