REVIEW Your Insurance Policy, then RENEW Online

Renewal is an important time for your insurance. Life is busy, and we don't always remember to notify our insurance company of day to day changes in our lives that affect our insurance policies.

Our goal is to Review your policy before every Renewal to ensure your coverage is up-to-date, and that we are providing you with all the discounts for which you qualify.

Online, phone, or in person, we are happy to review your policy so that you and your family are protected.

Please take a moment to review the actual policy renewal you received in the mail. Most of our questions are based on the accuracy of your current policy renewal.

General Contact Information

Name
Email Address
Mailing Address
Occupation
Marital Status
Spouse Name (if applicable)
College Degree
Home Phone
Cell Phone
Work Phone
I prefer to review my policy information over the phone. Please contact me at:

Auto Insurance Review

	Yes	No
Do you wish to make any changes in the coverage on your current auto insurance policy?
Do you have a vehicle, not owned by you, furnished for your regular use?
If your vehicle is a truck, does it have a cover, or a camper shell on the back?
Are there any non-household members who regularly use your vehicle?
If your vehicle is financed, is the lienholder properly listed on the policy?
Is your vehicle used in your business?
Do you have any electronic devices not factory installed? (Extra stereo equipment, DVD, etc.)
Do you drive your vehicle to and from work?
If yes, which vehicles?
Are all drivers on your policy the only drivers that have access to your vehicles?
Questions or Comments:

Home Insurance Review

		Yes	No
Is your current coverage A limit sufficient to replace your home in case of a total loss?
Is the name on the policy the same as that shown on your deed?
Is the mortgage information show on the policy correct? (Including loan number)
Is your premium paid from your escrow account?
Do you own any antiques, fine art, or collections?
Do you own any of the following that exceeds $500 in value?
	Jewelry
	Furs
	Fire Arms
	Computers
Do you work, mantain, or operate a business, or keep samples for your business in your home? (i.e. Tupperware, Mary Kay, etc.)
Do you own any additional property, occupied by tenants or family?
Do you own any water craft?
If yes, please describe:
Power/Sail:
HP:
Length:
Do you own any animals?
Does your family own a trampoline?
Do you own a golf cart, mini-bike, jet ski, or other powered vehicle not registered or separately insured?
Does your home have a pool?
Is your yard fenced around the pool?
Does your home have any of the following:
	Smoke Detectors
	Dead Bolt Locks
	Fire Extinguishers
	Alarm System
Your homeowners policy DOES NOT provide flood insurance. Would you be interested in a flood insurance quotation?
Would you be interested in a quotation for Life, Mortgage Protection, Retirement, Health of Disability Insurance?
Questions or Comments: