Homeowners Insurance Comprehensive Form

What is your first name? **
What is your first name? *
What is your last name? **
What is your last name? *
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What is your full name?
What is your full name?
What is your preferred phone number? **
What is your preferred phone number? *
Please enter your email. **
Please enter your email. *
What is your occupation and employer name? **
What is your occupation and employer name? *
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Date of Birth
Please enter your Date of Birth (MM/DD/YY):
Please enter your date of birth. **
Please enter your date of birth. *
MM slash DD slash YYYY
Please select your gender. **
Please select your gender. *
- Female
- Male
What is your marital status? **
What is your marital status? *
What is your spouse's full name?
What is your spouse's full name?
What is your partner's full name?
What is your partner's full name?
What is your fiancé's full name?
What is your fiancé's full name?
Please enter their occupation.
Please enter their occupation.
Please enter their employer.
Please enter their employer.
Please enter their date of birth.
Please enter their date of birth.
MM slash DD slash YYYY
Please select their gender. **
Please select their gender. *
- Female
- Male
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Will anyone else be named on this quote?
Will anyone else be named on this quote?
- Yes
- No
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Other Insured's Name
Please enter their name:
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Other Insured's Occupation & Employer
Please enter their occupation and employer name:
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Other Insured's Date of Birth
Please enter their Date of Birth (MM/DD/YY):
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Please enter their date of birth.
Please enter their date of birth.
MM slash DD slash YYYY
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Relationship to Other Insured
What is your relationship to them?
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Relationship Description with Other Insured
Please describe your relationship with them.
Please enter the address of the location you would like an insurance proposal for. **
Please enter the address of the location you would like an insurance proposal for. *

Street Address Address Line 2 City State ZIP Code
New Purchase?*
Are you in the process of purchasing this home? *
- Yes
- No
Purchase Price
What is the purchase price?
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Closing Date
What is the closing date? (MM/DD/YY)
What is the date of closing?*
What is the date of closing? *
MM slash DD slash YYYY
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Effective date
When do you need this coverage to start? (MM/DD/YY)
When do you need this coverage to start? **
When do you need this coverage to start? *
MM slash DD slash YYYY
Current Carrier?
What is the name of your current insurance company? *
New Purchase Occupancy*
Please select the intended occupancy of the property you are purchasing. *
- Primary residence
- Secondary residence
- Rented to others (long-term, short-term, or seasonal tenants)
- Unoccupied
- Vacant (No contents)
- Under construction/renovation
- Other
New Purchase Occupancy other
Please describe the intended occupancy of the home you are purchasing.
Will you be renting this home to others?*
Will you be renting this home to others?
- Yes
- No
- Not sure
Owned Home Occupancy*
Please select the occupancy of this property. *
- Primary residence
- Secondary residence
- Rented to others (long-term, short-term, or seasonal tenants)
- Unoccupied
- Vacant (No contents remain)
- Under construction/renovation
- Other
Owned Home Occupancy other
What is the occupancy of this home?
Do you rent this home to others?*
Do you rent this home to others?
- Yes
- No
Current Home Address*
What is your current home address? *

Street Address Address Line 2 City State ZIP Code
Primary Home Address
What is your primary home address?

Street Address Address Line 2 City State ZIP Code
New Purchase - 3 Yrs at Current Residence
Have you lived at your current address for three or more years?
- Yes
- No
Owned Home - 3 Yrs at Current Residence
Have you lived at your primary home address for three or more years?
- Yes
- No
New Purchase - Previous Home Address
Please provide the address where you lived prior to your current address?

Street Address Address Line 2 City State ZIP Code
Owned Home - Previous Home Address
Please provide the address where you lived prior to your current address?

Street Address Address Line 2 City State ZIP Code
Will you do any renovations to this home immediately after you purchase it and prior to moving in?
Will you do any renovations to this home immediately after you purchase it and prior to moving in?
- Yes
- No
Do you have plans to do any renovations at this home in the near future?
Do you have plans to do any renovations at this home in the near future?
- Yes
- No
Renovation Budget
What is the approximate budget for the renovation?
Renovation Time Frame
How long will the renovation take?
- Select
- 1 to 3 months
- 3 to 6 months
- 6 to 12 months
- 1 to 2 years
Please provide a description of your renovation plans.
Please provide a description of your renovation plans.
Please select the frequency of rentals for this home.
Please select the frequency of rentals for this home.
- Long-Term/Annual Lease
- One to Two Months per Year
- Summer Rental Property/Weekly
- One night to Monthly (Ie. AirBNB, Homeaway.com, etc...
Will there be a mortgage?
Will there be a mortgage?
- Yes
- No
What is the name of the bank providing the mortgage?
What is the name of the bank providing the mortgage?
Who is your contact at the bank?
Who is your contact at the bank?
What is the phone number for 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?
What is the email address for your contact at the bank?
Will the insurance premium be escrowed?
Will the insurance premium be escrowed?
- Yes
- No
- Not sure
Is there a mortgage?
Is there a mortgage?
- Yes
- No
Please enter the bank name, if convenient.
Please enter the bank name, if convenient. (Ex. Bank of America NA, ISAOA ATIMA)
Please enter the bank address, if convenient.
Please enter the bank address, if convenient.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Please enter the loan number, if convenient.
Please enter the loan number, if convenient.
Is the insurance premium being escrowed?
Is the insurance premium being escrowed?
- Yes
- No
- Not sure
Second mortgage/Home Equity Loan
Is there a second mortgage or home equity loan?
- Yes
- No
Trust or LLC
Is there a Trust, LLC or Limited Partnership involved in the ownership of this property?
- Yes
- No
Trust or LLC Name
Please enter the name of the Trust, LLC or Limited Partnership:
What is the purpose of the Trust, LLC, or Limited Partnership?*
What is the purpose of the Trust, LLC, or Limited Partnership?
Alarm System
Is there a monitored alarm system in this home?
- Yes
- No
Alarm System Components
Select the components of your alarm system.
- Centrally monitored fire alarm
- Centrally monitored burglar alarm
- Local Heat/Smoke detectors
- Local Burglar motion sensors
- Low temperature monitor
- Water leak detection sensors
- 24-hour signal continuity
- 24-hour professionally monitored video surveillance
- Gas leak detection
- Other
Alarm
What other components does your alarm system have?
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Alarm Certificate Upload
Please upload a copy of your alarm certificate, if available.
Max. file size: 128 MB.
Risk Mitigation Features
Please select the risk mitigation features of this property.
- Select
- Stand-by back-up generator
- Fire Suppression Sprinkler System
- Automatic water shut-off valve
- Water Leak Detection System
- Lightning protection system
- Gated house
- Gated community
- Perimeter fencing
- Permanently installed safe
- Flood vents
- Seismic shut-off valve
- LEED Certified
- None
- Other
Risk Mitigation Other
Enter the other risk mitigation feature(s) in this home.
Approximate Square Footage
What is the approximate square footage of this home? (Do not include the basement, even if it is finished.)
Year Built
What year was this home built? (YYYY)
How many stories does this home have?
How many stories does this home have?
How many full bathrooms does this home have?
How many full bathrooms does this home have?
How many half bathrooms does this home have?
How many half bathrooms does this home have?
What is the age of your roof? (YYYY)
What is the age of your roof? (YYYY)
Please select your roof type:
Please select your roof type:
- Asphalt Shingle
- Architectural Shingle
- Wood Shingle
- Metal Roof
- Flat Roof
- Rubber Roof
- Cement Tile
- Clay Tile
- Other
Please provide a description of your roof type:
Please provide a description of your roof type:
Construction Type
Please select the construction type of the home.
- Wood Frame
- Brick
- Masonry
- Joisted Masonry
- Stucco
- Steel
- Not Sure
- Other
What is the construction type of your home?
What is the construction type of your home?
What is the primary exterior siding material of this home?
What is the primary exterior siding material of this home?
Please provide a brief description of this home's siding material.
Please provide a brief description of this home's siding material.
System/features Updates
Select the infrastructure elements of your home that have been updated.
- Electrical
- Plumbing
- Heating
- Roof
- Windows
- None
- Other
System/features updates other
What other updates have been done to your home?
Electrical update year
What year was the electrical updated?
Plumbing update year
What year was the plumbing updated?
Heating system update year
What year was the heating system updated?
Heating system type
What type of heating system does the home have?
Oil tank location?
Where is the oil tank located?
- Basement
- Outside - above ground
- Outside - underground
Roof update year
What year was the roof updated?
Windows update year
What year were the windows updated?
Foundation type
What type of foundation does the home have?
- Finished basement
- Unfinished basement
- Slab
- Stilts
Finished basement percentage
What percentage of the basement is finished? (ex. 100%)
What is the approximate total square footage of the basement? **
What is the approximate total square footage of the basement? *
Property Structures
Please select the other structures on this property.
- Pool
- Pool house
- Fence
- Detached garage
- Guest house
- Jungle gym
- Dock
- Stone walls
- Barn
- Shed
- Tennis court
- None
- Other
Other Property Structures
Enter a brief description of the other structure(s) on this property.
Pool fenced?
Is the pool completely fenced in?
- Yes
- No
Pool diving board or slide?
Is there a diving board or slide attached to the pool?
- Yes
- No
Attached garage?
Is there an attached garage?
- Yes
- No
Attached garage car bays?
How many car bays does the attached garage have?
Does this home include solar panels? **
Does this home include solar panels? *
- Yes
- No
Solar Panel Information

How is the power generated by the solar panels being used? (Check all that apply)
How is the power generated by the solar panels being used? (Check all that apply)
- Home Power Generation
- Pool Heating
- Other
How many solar panels are there?
How many solar panels are there?
Where are the solar panels located? (Check all that apply)
Where are the solar panels located? (Check all that apply)
- Roof of the Main Dwelling
- Roof of a Secondary Structure
- Ground Mounted
- Other
Do you own or lease the solar panels?
Do you own or lease the solar panels?
- Own
- Lease
Are you responsible for insuring the panels?
Are you responsible for insuring the panels?
- Yes
- No
What is the value of the solar panels?*
What is the value of the solar panels?

Additional Risks
Please select the items below that are present or will be present at this home. (Select all that apply)
- Trampoline
- Dog
- Wood burning/ stove
- Fireplace
- None
Trampoline net?
Is there safety netting around the trampoline?
- Yes
- No
Dog breed?
What breed of dog do you have?
Type of wood burning stove?
Please select the type of wood burning stove you have:
- Insert
- Free standing
- Pellet stove
- Other
Other Type of wood burning stove
What type of wood burning stove do you have?
Number of fireplaces
How many fireplaces are there?
Fireplace type(s)
Please select the type(s) of fireplaces in the home.
- Wood burning
- Gas
- Both - wood burning and gas
Valuable articles
Please select the types of valuable property you own.
- Jewelry
- Fine art
- Other
- None
Please tell us about your jewelry.
Please tell us about your jewelry.
Total collection value ($) Number of items Value of most significant item ($)
Please tell us about your fine art.
Please tell us about your fine art.
Total collection value ($) Number of items Value of most significant item ($)
Please tell us about your other valuable items.
Please tell us about your other valuable items.
Description Total collection value ($) Value of most significant item ($)
Would you like a flood insurance proposal for your home?
Would you like a flood insurance proposal for your home?
- Yes
- No
Please select the option that best describes your basement. **
Please select the option that best describes your basement. *
- Basement
- Split Level Basement
- Walkout Basement
- None of these
Please select the option that best describes your basement. **
Please select the option that best describes your basement. *
- Basement
- Split Level Basement
- Walkout Basement
- None of these
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) *
- Yes
- No
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) *
- Yes
- No
What is the approximate value of the machinery that services the building? **
What is the approximate value of the machinery that services the building? *
- $1,000 - $10,000
- $10,000 - $20,000
- Over $20,000
What is the approximate value of the machinery that services the building? **
What is the approximate value of the machinery that services the building? *
- $1,000 - $10,000
- $10,000 - $20,000
- Over $20,000
Are there any washers/dryers/food freezers located in the basement? **
Are there any washers/dryers/food freezers located in the basement? *
- Yes
- No
Are there any washers/dryers/food freezers located in the basement? **
Are there any washers/dryers/food freezers located in the basement? *
- Yes
- No
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? *
- $1,000 - $5,000
- $5,000 - $10,000
- Over $10,000
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? *
- $1,000 - $5,000
- $5,000 - $10,000
- Over $10,000
Have there been any insurance claims at this residence in the past five years? **
Have there been any insurance claims at this residence in the past five years? *
- Yes
- No
Claim details
Please provide details about the insurance claims at this residence.
Date of Loss Brief description Amount Paid ($)
Documents and Comments
Please use this field to upload any relevant insurance documents. (ie. Current policy declarations pages, home inspection, jewelry appraisals, etc...)
Please use this field to upload any relevant insurance documents. (ie. Current policy declarations pages, home inspection, jewelry appraisals, etc...)
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Max. file size: 128 MB, Max. files: 25.
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Consent*
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.
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Homeowners Insurance Comprehensive Form

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Date of Loss	Brief description	Amount Paid ($)

Homeowners Insurance Comprehensive Form

Solar Panel Information

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Chad Smith

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