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Annual Insurance Checklist
Annual Insurance Checklist
First Name
*
Last Name
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Which type of insurance do you have with us? Select all that apply.
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State
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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
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