Homeowner's Intake Form
Homeowner Information
Are you a new or current client?
A
New Client
B
Current Client
How did you hear about us?
First and last name:
*
Date of birth:
*
/
/
Current address:
*
If you have lived at your current address less than 5 years, please provide all prior addresses to cover a full 5-year history.
Address of property:
*
Phone number:
*
Email address:
*
Occupation:
*
Co-applicants occupation:
Co-applicant's first and last name:
Date of birth:
/
/
Current/previous insurance carrier:
Number of years with previous carrier:
Number of years of continuous coverage:
Why are you shopping?
*
Has insurnace been cancelled, declined, or nonrenewal in the last 5 years?
*
A
Yes
B
No
Property Information
Does the property have a swimming pool? If so, is it fenced?
*
Does the property have a trampoline?
*
Are there dogs on the property? If so, what type?
*
Is there a business or daycare on the property?
*
Is the property inside city limits?
*
What is the roof type?
*
Square footage:
*
Number of stories:
*
Is there a wood stove?
*
Is there a fireplace?
*
Roof update year:
*
Electrical update year:
*
Are there protective devices?
*
Is there a fire or burglar alarm? If yes, is it central (alerts monitoring station), or local (sounds alarms)?
*
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