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| Legal Name: | |
| Address: | |
| City: | State: Zip: |
| Home Phone: | Business Phone: |
| Cell Phone: | |
| Email Address: | |
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| Yes/No |
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| / | 1. Would you consider higher deductibles to lower premiums? What amount would you be comfortable retaining? Coll. $ Comp. $ | ||||
| / | 2. Do we presently insure all of the vehicles in your household? If not, how many do we insure? of vehicles. | ||||
| / | 3. Are all of the licensed drivers in your household listed on your Auto policy? | ||||
| / | 4. If you own a pickup or a van, does it contain any customized equipment? | ||||
| / | 5. Are any of your vehicles used in any type of business? | ||||
| / | 6. Does anyone in your household own or operate any type of recreational vehicle, such as a motorcycle, ATV, snowmobile, etc? | ||||
| / | 7. Do you have vehicles furnished for your regular use that you do not own, such as a company car? If so, how many? | ||||
| / | 8. Do you want rental reimbursement coverage in the event that your car is damaged in an accident? | ||||
| / | 9. Do you want towing coverage to pay for towing or temporary repairs at the site of a breakdown? | ||||
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| Yes/No |
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| / | 1. Do you own any valuable items that need special coverage…such as jewelry, collectibles, furs, firearms, silverware, paintings, etc? | ||||
| / | 2. Do you have a business in your home from which you earn an income? | ||||
| / | 3. Would you be interested in Backup of Water & Sewer coverage? | ||||
| / | 4. Would you be interested in Sinkhole, Earthquake, or Flood coverage? | ||||
| / | 5. Have you installed a fire and/or burglar alarm system in your home? | ||||
| / | 6. Do you have children residing away at school? | ||||
| / | 7. Do you own any boats that need to be insured? | ||||
| / | 8. Are you concerned about Identity Fraud? | ||||
| / | 9. Would you prefer to protect your personal belongings against damage by the broadest range of perils available? | ||||
| / | 10. If you live in a condominium, can assessments be levied against you? If so, what is the maximum amount? | ||||
| / | 11. Do you own a second home or any other real property, such as a mountain cabin, shore home or farm property | ||||
| / | 12. Do rent any portion of your home, or own any property that you rent to others? | ||||
| / | 13. Are you presently engaged in any form of farming for an income? | ||||
| / | 14. Do you give private lessons in your home? | ||||
| / | 15. Do you have a pool or hot tub? | ||||
| / | 16. Do you have a trampoline or skate board ramp on your property? | ||||
| / | 17. Do you own any type of animal? If a dog, what breed? | ||||
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| Yes/No |
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| / | 1. Are you concerned about protecting your assets from large liability claims or lawsuits? | ||||
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| Yes/No |
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| / | 1. Are you concerned about continuing your income in the event you become sick or disabled? | ||||
| / | 2. Are you interested in knowing more about Long Term Care insurance? | ||||
| / | 3. Are you concerned about your spouse's ability to pay your mortgage in the event of your premature death? | ||||
| / | 4. Are you interested in a Life Insurance Review? | ||||
| / | 5. Do you have a current will? | ||||
| / | 6. Are you involved in any business ownership or professional practice? Please describe briefly: | ||||
| Name:
Type of Business: |
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| Address:
Position: |
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| / | 7. Would you like us to review the adequacy of your business insurance program? | ||||
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