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Home Policy Protection Checklist

61% of claims Denied by insurance companies result from unreported changes and unreported property or vehicles.

Five minutes of your time to complete this home policy protection checklist questionnaire will help eliminate claims problems.

There are no wrong answers and your response will enable us to discuss coverage concerns and provide recommendations for your home insurance renewal.

Complete and submit the form below and a personal lines insurance agent will follow up with you to discuss your home insurance policy renewal.

We thank you for your business and look forward to hearing from you soon!

You can also print the form and mail or fax back to our office.

Home Policy Protection Checklist
Please note that all fields followed by an asterisk must be filled in.
First Name*
Last Name*
E-mail Address*
Street Address*
City*
State/Prov*
Zip/Postal Code*
Daytime Phone*
Have you remodeled your home, added any additions, built any outbuilding or garages, or made any improvements to finish your basement?*
Yes
No
Have you refinanced or changed your mortgage company this year?*
Yes
No
If yes, name, address, and loan number?
If yes, is the insurance escrowed?
Yes
No
I would like to SAVE 10%-23% on my property insurance by INCREASING my deductible to $1,000 or $2,500*
Yes
No
Have you acquired any valuable guns, jewelry or collectable items?*
Yes
No
Do you want your home paid for in the event of a death? (You're 30 times more likely to lose a home because of a death of a spouse.)*
Yes
No
Would like more info
Would it cost more to rebuild your home, than the amount you have it insured for?*
Yes
No
Not Sure
Do you own a second home such as a weekend or summer property?*
Yes
No
Have you added a new security or fire alarm system to your home?*
Yes
No
Do you own any ATVs, boats, snowmobiles, or other recreational vehicles?*
Yes
No
Have you updated the wiring, heating, roof or plumbing in your home?*
Yes
No
Do you have a trampoline?*
Yes
No
Do you have any pets?*
Yes
No
If yes, what kind and how many?
Would you be interested in obtaining information on a $1,000,000 umbrella liability insurance policy that would protect you in the event of a catastrophic accident for as little as $3.00 a week?*
Yes
No
Are you running any business out of your home or give private lessons on your premises?*
Yes
No
If yes, description of business
Are you babysitting two or more children in your home on a regular basis?*
Yes
No
Do you have any rental or investment properties?*
Yes
No
Would you like to have Flood coverage? *
Yes
No
Already Have Coverage
Would you like to have Earthquake coverage?*
Yes
No
Already Have Coverage
Would you like to have backup of sewer or drain coverage?*
Yes
No
Already Have Coverage
Would you like to have HE-7 home owners enhancement coverage?*
Yes
No
Already Have Coverage
Do you have any questions about your renewal?
List any additional information that may assist us

Please enter the word that you see below.

  



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