Please Note:
Items with
*
are
REQUIRED
fields
.
Personal Information
Name:
*
Soc Sec #:
DOB:
Marital Status:
Single
Married
*** If married, please complete Spouse info below ***
Spouse Name:
*
Soc Sec #:
DOB:
Current Mailing Address:
*
City:
*
State:
*
Zip:
*
Day Phone:
*
Night Phone:
Best Time To Call:
AM
PM
Email Address:
*
Occupation:
How Long At Current Job:
Property to be Covered
Property Status:
Existing Ownership
New Purchase
Current/Prior Insurance on Property:
Yes
No
If "Yes", which Insurance Company:
Desired Effect Date for New Coverage:
Desired Premium Amount: $
Policy Type:
Primary
Secondary
Rental
Other
Term:
1 Year
Other:
Type of Residence:
Single Family
Condo
Town Home
Cabin
Is Property Currenty Occupied?:
Yes
No
Home Information
How Long At Present Address:
Year Home Was Built:
Sq. Footage (excluding garage and basement):
sq. ft. # of Claims In Last 3 Years:
Structure Information
Type
Construction
Roof
Foundation
Garage
1 Story
1 1/2 Story
2 Story
Split Level
Bi-Level
Other
Frame
Stucco
Veneer
Masonry
Other
Asphalt Shingle
Wood Shingle
Tile or Slate
Other
Basement
Crawl Space
Slab
Other
1 Car
2 Car
3 Car
4 Car
None
Age of roof:
yrs.
Attached
Detached
Basement
Built-in
Car Port
None
Features
Bathrooms
Basement
Deck/Porch/Patio
Fireplaces
# of Full:
# of Half:
None
Finished
Unfinished
Sq. Ft.:
Deck Sq. Ft.:
Porch Sq. Ft.:
Screened Patio Sq. Ft.:
Yes
No
# of Gas:
1
2
3
4
Additional Features
Heating System
Central Air
Central Vac
Security Alarm
Fire Alarm
Smoke Detector
None
Electric
Gas
Oil
Propane
Solar
Other
Yes
Yes
None
Monitored
Not Monitored
None
Monitored
Not Monitored
Yes
Swimming Pool
Spa
Sprinklered
Any Upgrades?
None
Pool
Pool w/ Diving Board
Pool w/ Slide
Pool, Diving Board, Slide
None
Indoor
Outdoor
Both
Yes
Roof - Year:
Electrical - Year:
HVAC-Year:
Plumbing - Year:
Mortgage / Lender Information
Lender Name
Phone
Address
Loan#
Escrowed
Yes
Realtor Information (if newly purchased)
Realtor Name
Agent Name
Phone
Email Address
Additional Comments
Please give any additional comments you feel appropriate for this quotation. If you have
additional information where there was not enough space, please enter them here.
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