Insurance Policy Review

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Insurance Policy Review

Periodically reviewing your personal insurance policy is crucial because life events and changes can significantly impact your coverage needs. Whether it's getting married, buying a new home, or starting a business, staying up-to-date with your policy ensures that you have adequate protection tailored to your current circumstances.

    Client Information:

    First Name:*

    Last Name:*

    Email Address:*

    Phone Number:*

    What type of insurance policy would you like to review?*

    Home Address:

    Primary Address Line 1:*

    Address Line 2:

    City:*

    State:*

    Zip Code:*

    Business Information

    Company Name:*

    Street Address:*

    Address Line 2:

    City:*

    State:*

    Zip Code:*

    Total Annual Sales:*

    Total Number of Employees*

    Please answer the following questions pertaining to the previous year.

    Your Home(s)

    Have you remodeled or made any major updates to an existing home(s)?*
    Such as a new roof or furnace

    Have you added a home security system?*

    Have you started a home-based business?*

    Have you purchased a secondary residence, including a condo or timeshare?*

    Have you started participating as a service provider in the home sharing economy?*
    Such as a AirBNB or VRBO

    Please explain any changes to your home.

    Business Structure

    Have you changed the ownership structure of your business?*

    Have you added new or changed your existing operations and/or products?*

    Have you begun to buy supplies or sell your products overseas?*

    Are you operating out of any new locations or have you closed locations?*

    Please explain any changes to your business structure.

    Please answer the following questions pertaining to the previous year.

    Automobiles and Other Vehicles

    Have you added an automobile, watercraft, or recreational vehicle?*

    Have you added any new drivers?*

    Have you added a vehicle provided by an employer?*

    Have you had a child leave home to attend school or no longer considered a dependent?*

    Have you started participating as a service provider in the ridesharing economy?*
    Such as Uber, Lyft, or Sidecar

    Please explain any changes to your automobiles and other vehicles.

    Personal & Employee Liability

    Have you acquired, leased or sold a building, business property and/or equipment?*

    Have there been any improvements and/or significant alterations to your building?*

    Has your Inventory level changed significantly?*

    Have you purchased, leased or sold any Vehicles?*

    Do you have employees that regularly travel out of state or overseas for business?*

    Do any employees use their own personal cars for business purposes?*

    Do any Employees work outside your home state or work from their home regularly?*

    Do you obtain Certificate of Insurance from all subcontractors, vendors and 1099 workers?*

    Are any of the owners a member of any board of directors whether for profit or not?*

    Please explain any changes to your and your employee's liability exposure.

    Please answer the following questions pertaining to the previous year.

    Other Life Events

    Have you added or changed ownership of any assets including titles, trusts or LLCs?*

    Have you hired domestic help, nanny or housekeeper, either full or part-time?*

    Have you purchased jewelry, art or other valuables that need to be added? Are there items that need to be changed or deleted?*

    Have you had a significant change in net worth?*

    Have you accepted a position on a board(s) of a profit or nonprofit organization(s)?*

    Please explain any changes.

    Income Protection

    Have your Businesses revenues changed by more than 10% since last year?*

    Do you rely on a single supplier for more than 50% of your materials?*

    Do you rely on a single buyer for more than 50% of your sales?*

    Please explain any changes to your income protection.

    Additional Protection

    Would you like to discuss additional protection with us?

    Confirmation

    Please enter your initials to confirm the submission.

    Initials:*

    Please to not include sensitive or private information in this form.

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