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Phone - Home |
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Phone - Work |
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Phone - Other |
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Zip code |
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Email Address |
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HOMEOWNERS
REVIEW
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| Do you own . . . |
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Antiques |
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Firearms |
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Cameras |
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Furs |
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Collections
(stamps, coins, ...) |
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Jewelry (in excess of $1,000) |
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Fine Arts |
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Musical Instruments |
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Are any items used professionally? |
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If you own any of the above items please
indicate their value below. |
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| Do you have a . . . |
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Basement |
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Office in your home |
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if so, is it finished? |
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Recreational vehicle |
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Boat |
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Rental property |
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Camper |
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Seasonal property |
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Golf cart |
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Snowmobile |
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Home-based business (Mary
Kay, Pampered Chef,...) |
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Student away from home |
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If yes, please provide details: |
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| OPTIONS TO CONSIDER |
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Water Back-Up:
This coverage pays for the damage caused by a back-up of sewer
or drains in your basement. Our companies vary in their limit of coverage,
so check with us.
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Extended Coverage, Contents:
This coverage will extend the items insured against from a list
of twelve to a clause that reads: If it's not excluded, it's covered. This
dramatically increases the likelihood of a claim being covered. |
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Would you like to be contacted regarding this
option?
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Would you like to be contacted regarding this
option?
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Umbrella Coverage:
An umbrella extends your home or auto liability insurance to an additional
$1 million. It costs between $150 and $250 a year. Quite a bargin for $1
million! |
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QUICK TIP:
Ask yourself the last time you had a claim. If it was more than five
years ago, you're wasting money by having a deductible less than $500. |
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Would you like to be contacted
regarding this option?
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Would you like to be contacted
regarding this option?
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AUTOMOBILE
REVIEW |
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| List names of all drivers in your
household. |
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List all vehicles in your household. |
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1) |
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1) |
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2) |
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2) |
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3) |
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3) |
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4) |
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4) |
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5) |
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5) |
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6) |
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6) |
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Do any drivers drive a company car? |
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Has any vehicle been customized? |
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Do any drivers qualify for a good student
discount? |
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Are any drivers living away at school without
a vehicle? (>100 miles away) |
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| OPTIONS TO CONSIDER |
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Lease/Loan Gap:
For new vehicles only. This coverage makes up for the heavy
depreciation applied to new vehicles. Your loan or lease obligation could
be more than the car is worth if it is badly damaged in an accident.
This coverage files the gap between the current value of the car and
its lease/loan cost. |
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Uninsured Motorists Property Damage:
For roughly $15 a year, you can have coverage to protect your
older vehicle against an accident involving an uninsured driver. This
coverage pays when your vehicle is damaged by an uninsured driver. |
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Would you like to be contacted regarding this
option?
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Would you like to be contacted regarding this
option?
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Electronic Equipment Coverage:
If your vehicle is equipped with after-market electronic equipment, it
isn't automatically covered by your auto policy unless you add this
option. Items include after-market CD players, permanently installed
car phones, etc... |
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Customization:
If your vehicle has been customized with spoilers, televisions, special
paint jobs, etc..., make sure you let us know. Without identifying
a value for these specialties, there is no coverage for them at claim
time. |
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Would you like to be contacted regarding this
option?
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Would you like to be contacted regarding this
option?
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QUICK TIP:
The single most important part of your auto policy is liability
coverage. Your limit should be at least $300,000 (or $100,000/300,000.) |
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Would you like to be contacted
to further discuss your insurance program?
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Thank you for your continued
business.
We look forward to servicing your account for years to come.
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