Property Insurance Renewal Questionnaire

Name*

First Last

What is your preferred contact method?*

Email*

Phone*

Please select your agent*

Have you made any recent upgrades or renovations to your property? (including solar panels)

Yes

Please describe your upgrades and/or renovations

Street Address*

Only include the House Number and Street Name. The City, State ZIP can be omitted.

What is the current occupancy?*

Refer to the property address in the email you received to answer correctly. **Occupancy determines the type of policy you need. If you don't have the right policy type for the occupancy you may have coverage gaps.**

Primary Residence

Long Term Rental

Short Term Rental (AirBNB, VRBO, etc)

Secondary / Vacation

Vacant

Business

Other

Please Describe "Other" Occupancy*

Has anything changed with your Mortgage Company, such as a refinance or change of loan servicing company?*

Yes

I don't have a mortgage

Do you have, or have you recently purchased, any of the following?*

High value jewelry

Equipment/Gear also used in business, i.e. photography/videography, construction, etc

Art work or Collectibles

Firearms

High value musical equipment

Other High Value item(s)

I don't have anything like this that would need special coverage

Please list your high value items and their approximate values. We can also work on getting a schedule from you on another form.

Have you made any changes to home protection?

We want to make sure you're getting all discounts available for things like home security, leak detection, etc.

Yes

What changes to home security have you made?

These are some popular Optional Coverages that may be available on your policy, let us know if you are interested in any of them.*

Hidden Water Leak / Seepage coverage

Water / Sewer Backup coverage

Service / Utility line coverage

Personal Identity Theft coverage

Equipment Breakdown coverage

Earthquake coverage

Flood coverage

Personal Cyber coverage

I'm not interested

Please let us know if you would like to discuss any of these other kinds of insurance with your agent

Personal Liability Umbrella

Other Property, i.e. Rentals, Vacation, Second Homes, etc

Auto

Motorcycle/RV/Boat

Life

Health

Commercial

I'm not interested at this time

Home Renewal Questionnaire

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