What is your first name? *
What is your last name? *
What is your preferred phone number? *
Please enter your email: *
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What is your occupation and employer name?
What is your occupation? *
What is your employer name? *
What is your date of birth? *
MM slash DD slash YYYY
Please select your gender. *
What is your marital status?
What is your spouse's full name?
What is your partner's full name?
What is your fiancé's full name?
Please enter their occupation.
Please enter their employer.
Please enter their date of birth.
MM slash DD slash YYYY
Please select their gender. *
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Will anyone else be named on this quote?
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Please enter their name:
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Please enter their occupation and employer name:
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Please enter their Date of Birth.
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What is your relationship to them?
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Please describe your relationship with them.
Property Information
Please enter the address of the location you would like an insurance proposal for. *
Are you in the process of purchasing this home?
What is the purchase price?
What is the closing date?
MM slash DD slash YYYY
When do you need this coverage to start?
MM slash DD slash YYYY
Please select the intended occupancy of the property you are purchasing.
Please describe the intended occupancy of the home you are purchasing.
Please select the occupancy of this property.
Please describe the occupancy of this home.
What is your current home address?
What is your primary home address?
Have you lived at your current address for three or more years?
Have you lived at your primary home address for three or more years?
Please provide the address where you lived prior to your current address?
Please provide the address where you lived prior to your current address?
Will you do any renovations to this home after you purchase it?
Do you have plans to do any renovations to this home?
What is the approximate budget for the renovation?
Please provide details about the renovation.
How long will the renovation take?
Please select the frequency of rentals for this home.
Will there be a mortgage?
What is the name of the bank providing the mortgage?
Who is your contact at the bank?
What is the phone number for your contact at the bank?
What is the email address for your contact at the bank?
Will the insurance premium be escrowed?
What is the name of your current insurance company?
Is there a mortgage?
Please enter the bank name, if convenient. (Ex. Bank of America NA, ISAOA ATIMA)
Please enter the bank address, if convenient.
Please enter the loan number, if convenient.
Is the insurance premium being escrowed?
Is there a Trust, LLC or Limited Partnership involved in the ownership of this property?
Please enter the name of the Trust, LLC or Limited Partnership:
Is there an alarm system in this home?
Select the components of your alarm system.
What other alarm components does your system have?
Please select the risk mitigation features of this property.
Enter the other risk mitigation feature(s) in this home.
What is the approximate square footage of this home?
What year was this home built? (YYYY)
How many stories are there?
What is the age of your roof? (YYYY)
Please select your roof type:
Please provide a description of your roof type:
Please select the construction type of the home.
What is the construction type of your home?
What percentage of your home is masonry veneer? (Ex. 50%)
Which type of masonry is your home built with?
Select the features of your home that have been updated.
What other updates have you done to your home?
What year did you update the electrical?
What year did you update the plumbing?
What year did you update the heating?
What year did you update the roof?
What year did you update the windows?
What type of foundation does your home have?
Please select the other structures on this property.
Enter a brief description of the other structure(s) on this property.
Is the pool completely fenced in?
Is there a diving board or slide attached to the pool?
Is there an attached garage?
How many car bays does the attached garage have?
Please select the items below that are present or will be present at this home. (Select all that apply)
Is there safety netting around the trampoline?
What breed of dog do you have?
Please select the types of valuable property you own.
Please tell us about your jewelry.
Please tell us about your fine art.
Please tell us about your other valuable items.
Would you like a flood insurance proposal for your home?
Please select the option that best describes your basement. *
Please select the option that best describes your basement. *
Is there machinery that services the building in the basement? (E.g. Central air conditioner (Including external compressor), Furnace, Hot Water Heater, Heat Pump, Including external compressor), Elevator Machinery and Equipment) *
Is there machinery that services the building in the basement? (E.g. Central air conditioner (Including external compressor), Furnace, Hot Water Heater, Heat Pump, Including external compressor), Elevator Machinery and Equipment) *
What is the approximate value of the machinery that services the building? *
What is the approximate value of the machinery that services the building? *
Are there any washers/dryers/food freezers located in the basement? *
Are there any washers/dryers/food freezers located in the basement? *
What is the approximate value of the washers/dryers/food freezers located in the basement? *
What is the approximate value of the washers/dryers/food freezers located in the basement? *
Wildfire and Earthquake Specific Questions
Is there a combustible deck or attached structure?
Is there an exterior sprinkler system?
Is this home located in a shelter-in-place community?
Is this home located in a firewise community?
How many feet of brush clearance surrounds the home? (Ex. 200)
Are eave soffits and attic vents fitted with narrow mesh screens?
Are chimneys fitted with spark arrestors?
Is firewood or other combustible materials stored at least 30 feet from the home?
Are combustible structures or fuel tanks at least 30 feet from the home and have at least 10 feet around clear of combustible materials?
Is the home supported by stilts, posts, cantilevers or caissons?
Is the home retrofitted for earthquake? (Foundation bolts and braced crippled walls and strapped water tanks)
Documents and Comments
Please use this field to upload any relevant insurance documents. (ie. Current policy declarations pages, home inspection, earthquake retrofitting certificate, etc...)
Please enter any additional remarks in the space below.
How did you hear about us?
Please share who referred you to us.
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Please let us know how you heard about us.
Disclaimer: This online questionnaire is a tool used to gather information. It is not an application for insurance. No insurance coverage will be bound or put into effect by submitting this form.
Consumer disclosure: By checking the box below you authorize the Agency who supplied this form to you to contact you via phone, email, and text messaging; to save and share with business partners the information you provided; to obtain consumer reports that may include credit-based reports (where legally allowed), public records, claims history, and driving records so that they can give you accurate insurance quotes.
