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Personal Information

Name

 

Zip Code

           

 (Optional) Phone Number

 

(Optional) Fax Number

 

E-mail

 

Do you have insurance now?

  Yes    No   (Discount)

 Do you have a clear credit history?

  Yes   No   (Discount)

 

Insurance History

Current insurance company

Renewal date

Has insurance been declined, cancelled, or  nonrenewed in the last 3 years?

Have you had any claims or losses in the  last 3 years?

   If Yes, please describe. Include date and amount paid.

 

Property Description

Type of property

 

Amount of insurance desired $

 

Occupant of property

 

Year Built

 

Size of Home (Square Feet)

 

Number of Stories

 

Type of Construction

 

Type of Roof

 

Type of Foundation

 

Type of Garage

  None   Attached    Detached

Fireplace

  Yes   No

HVAC (Check all that apply)

  Central Heating          Central Air

  Space Heating           A/C Window Units

Updated Items (Year Updated)

  Heating                Plumbing

  Electrical              Roofing

Pets

  Yes   No     How many?
What kind?

Swimming Pool

  Yes   No

Deadbolts on All Doors

  Yes   No

Smoke Detectors

  Yes   No

Monitored Alarm System

  Yes   No

Fenced

  Yes   No

 

 

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