Why are insurance coverage reviews important?  The insurance industry is always changing as are the exposures you are faced with each day.  By reviewing your coverages prior to each renewal, we can better protect you from having an unexpected loss that is not covered by your insurance policy. 

Please take a minute to complete the information below concerning your home.  When finished, click the "Submit" button.


Client Information
First Name:
Last Name:
Policy Number:
Email Address:

Renewal Review

Are the names, addresses and insured locations correct on all correspondence? Yes   No   N/A
If there is a mortgagee, is the lender correctly shown on the policy? Yes   No   N/A
Is the insurance amount covering your property adequate to rebuild your home? Yes   No   N/A
If your property is owned by more than one person, are all owners shown on the policy? Yes   No   N/A
Would you like to increase your deductible to reduce your premium? Yes   No   N/A
Do you have an active security system? Yes   No   N/A
Do you operate a business from your home? Yes   No   N/A
If there are any full-time employees on your property, have you notified us? Yes   No   N/A
Have you obtained a dog since your policy was written?  If so, please list the breed under the "Additional Comments" section below. Yes   No   N/A
Have you installed a swimming pool since your policy was written? Yes   No   N/A
Do you have a second home at another location? Yes   No   N/A
Do you have any rental properties that are tenant occupied? Yes   No   N/A
Do you have a personal umbrella policy? Yes   No   N/A
If you have a personal umbrella policy, does your liability limit meet your underlying requirement? Yes   No   N/A
If you have recently remodeled, have you increased your coverage to match the increase in value?  Please call us if you have recently remodeled. Yes   No   N/A
Are your valuable items insured separately on your policy (i.e. furs, jewelry, silver, guns, etc.)? Yes   No   N/A
If you have a schedule, are all items properly listed and values current? Yes   No   N/A
Would you like flood or earthquake insurance? Yes   No   N/A
Do you have life insurance to pay your mortgage if you die? Yes   No   N/A
Recreational vehicles are typically excluded.  If you own any boats, golf carts, jet skis, four-wheelers, etc., have you notified us? Yes   No   N/A
Business property and liability are typically excluded.  If you conduct business on your property, have you notified us? Yes   No   N/A
If you had a claim in the past year, was it handled to your satisfaction? Yes   No   N/A
IF YOU HAVE ANSWERED "NO" TO ANY OF THE ABOVE QUESTIONS, PLEASE CALL US IMMEDIATELY.   FAILURE TO RECOGNIZE OR CORRECT THESE MATTERS COULD NEGATIVELY IMPACT A RECOVERY IN A CLAIM SITUATION.  
Additional Comments:
Due to technical issues beyond our control, we cannot guarantee receipt of this questionnaire.  If there are any immediate changes that need to be made to your policy, please contact us directly.  
 

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