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Annual Insurance Checklist
First Name
*
Last Name
*
Phone
*
Email
*
Which type of insurance do you have with us? Select all that apply.
*
Personal Insurance
Business Insurance
Personal Insurance
Home Address
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
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Maryland
Massachusetts
Michigan
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New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
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Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Have you renovated, remodeled, added on to, or otherwise updated your home(s)?
Yes
No
Have you started a business based out of your home?
Yes
No
Do you protect your home with a professional security system?
Yes
No
Have you added a permanent swimming pool?
Yes
No
Do you or any family members perform babysitting services in your home?
Yes
No
Do you employ any part-time or full-time domestic help, including nannies, housekeepers, or landscapers?
Yes
No
Have you purchased any additional residences such as condos, timeshares, or second houses?
Yes
No
Do you rent out your home as part of the home-sharing economy?
Yes
No
If you’ve started renting out your home or any other property, do you have renters insurance?
Yes
No
Are all of your vehicles, including recreational vehicles and watercraft, insured with this agency?
Yes
No
Have you recently purchased any additional automobiles, recreational vehicles, or watercraft?
Yes
No
Have you upgraded any of your vehicles with new equipment?
Yes
No
Do you need to add any new drivers to your policy?
Yes
No
Do you drive any employer-sponsored vehicles?
Yes
No
Do you own any older vehicles that may be classic or collector cars?
Yes
No
Do you provide ride services as part of the ridesharing economy?
Yes
No
Do you have any children who no longer live at home and can no longer be considered dependents?
Yes
No
Have you purchased any jewelry, electronics, or other valuables that you would like to add to your policy?
Yes
No
Are there any such items that you would like to change or remove from your policy?
Yes
No
Do you insure your personal possessions for their full replacement value?
Yes
No
Have you recently added or otherwise changed ownership of assets such as trusts, titles, or LLCs?
Yes
No
Are there any other insurance coverage issues you would like to discuss?
Yes
No
Business Insurance
Company Name
Company Address
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Total Number of Employees
Are there any business properties or pieces of equipment that you have recently acquired, leased, or sold?
Yes
No
Have you closed or opened any business locations?
Yes
No
Has your company building undergone any renovations, additions, or other significant changes?
Yes
No
Have you added, changed, or removed any company products?
Yes
No
Has your inventory level experienced any significant shifts or fluctuations?
Yes
No
Do you either purchase supplies from or sell your products to foreign countries?
Yes
No
Has the ownership structure of your business changed?
Yes
No
Has there been a 10% or greater change in your business's revenue in the last year?
Yes
No
Do 50% or more of your materials come from a single supplier?
Yes
No
Do 50% or more of your sales come from a single buyer?
Yes
No
Do any of your employees regularly work from home or from another state?
Yes
No
Do any of your employees regularly travel to other states or countries for business?
Yes
No
Do any of your employees travel for business in their personal vehicles?
Yes
No
Has your company leased, purchased, or sold any automobiles or other vehicles?
Yes
No
Do you require all vendors, subcontractors, and 1099 workers to provide certificates of insurance?
Yes
No
Are there any other insurance coverage issues you would like to discuss today?
Yes
No
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