Personal Insurance Side by Side Proposal Database

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Customize your proposal by deselecting the section(s) you would like to remove from this document.
Customize your proposal by deselecting the section(s) you would like to remove from this document.
- Deselect All
- Home Location 1
- Home Profile 1
- Home Location 2
- Home Profile 2
- Automobile
- Recreational Vehicle
- Valuable Articles
- Watercraft 1
- Watercraft 2
- Umbrella / Excess Liability
- Premium Summary
What do you want the title of this proposal to be?
What do you want the title of this proposal to be?
Enter the words you would like to use between the proposal title and the client's name. (I.e. Prepared for:)
Enter the words you would like to use between the proposal title and the client's name. (I.e. Prepared for:)
How do you want the client's name to appear in this proposal?
How do you want the client's name to appear in this proposal?
What is the proposed effective date for this proposal?
What is the proposed effective date for this proposal?
What is the primary location address you would like to use throughout this proposal?
What is the primary location address you would like to use throughout this proposal?
Check the box below if you would like the client name, primary address and proposal effective date populated throughout this form to save time.
Check the box below if you would like the client name, primary address and proposal effective date populated throughout this form to save time.
- Click here
Enter the full name of the producer you would like to show on the cover page. (Include designations)
Enter the full name of the producer you would like to show on the cover page. (Include designations)
Enter the producer's title for the cover page.
Enter the producer's title for the cover page.
What is the producer's email address? **
What is the producer's email address? *
What is the producer's phone number?
What is the producer's phone number?
Upload your company logo to have it appear on each page of this proposal. (NOTE: Click the pen to EDIT and then click CROP to ensure the logo shows correctly.)
Upload your company logo to have it appear on each page of this proposal. (NOTE: Click the pen to EDIT and then click CROP to ensure the logo shows correctly.)
Drop files here or

Max. file size: 2 MB.
Select the color theme you would like to use in this proposal.*
Select the color theme you would like to use in this proposal.
- Red
- Yellow
- Green
- Blue (Default)
- Purple
- Grey
Enter the agency address you would like on the cover page.
Enter the agency address you would like on the cover page.

Street Address Address Line 2 City State ZIP Code
Enter: First Proposed Carrier Name for this Proposal.
Enter: First Proposed Carrier Name for this Proposal.
Enter: Second Proposed Carrier Name for this Proposal.
Enter: Second Proposed Carrier Name for this Proposal.
Please enter a message that will appear at the bottom of each proposal page. (I.e. A disclaimer and/or carrier rating.)
Please enter a message that will appear at the bottom of each proposal page. (I.e. A disclaimer and/or carrier rating.)
Click the box below if you want to use the carrier names entered above on all proposal pages.
Click the box below if you want to use the carrier names entered above on all proposal pages.
- Click here
Click the box below if you want to use this disclaimer/carrier rating on all pages of this proposal?
Click the box below if you want to use this disclaimer/carrier rating on all pages of this proposal?
- Click here
Home Location 1
Enter a title for the Home Location 1 page of this proposal.
Enter a title for the Home Location 1 page of this proposal.
What is the proposed effective date for this policy?
What is the proposed effective date for this policy?
Enter: Home location 1 address.
Enter: Home location 1 address.
Enter: Title for the Property Coverage Section. (I.e. Property Coverages)
Enter: Title for the Property Coverage Section. (I.e. Property Coverages)
Enter: First Proposed Carrier Name for Home Location 1
Enter: First Proposed Carrier Name for Home Location 1
Enter: Second Proposed Carrier Name for Home Location 1
Enter: Second Proposed Carrier Name for Home Location 1
Enter a description for Coverage A. (Ie. Dwelling/Additions & Alterations)
Enter a description for Coverage A. (Ie. Dwelling/Additions & Alterations)
Enter a description for other structures. (Ie. Other Structures)
Enter a description for other structures. (Ie. Other Structures)
Enter a description for personal property/blanket limit. (Ie. Personal Property or Blanket Limit)
Enter a description for personal property/blanket limit. (Ie. Personal Property or Blanket Limit)
Enter a description for loss of use. (Ie. Loss of Use or Alternative Living Expenses)
Enter a description for loss of use. (Ie. Loss of Use or Alternative Living Expenses)
Enter a description for an additional coverage. (I.e. Replacement Cost Coverage)
Enter a description for an additional coverage. (I.e. Replacement Cost Coverage)
Enter a description for an additional coverage. (I.e. Blanket Limit)
Enter a description for an additional coverage. (I.e. Blanket Limit)
Enter: First Proposed Carrier Dwelling/Additions & Alterations Limit.
Enter: First Proposed Carrier Dwelling/Additions & Alterations Limit.
Enter: First Proposed Carrier Other Structures Limit.
Enter: First Proposed Carrier Other Structures Limit.
Enter: First Proposed Carrier Personal Property/Blanket Limit.
Enter: First Proposed Carrier Personal Property/Blanket Limit.
Enter: First Proposed Carrier Loss of Use Limit.
Enter: First Proposed Carrier Loss of Use Limit.
Enter: First Proposed Carrier - First Additional Coverage Limit.
Enter: First Proposed Carrier - First Additional Coverage Limit.
Enter: First Proposed Carrier - Second Additional Coverage Limit.
Enter: First Proposed Carrier - Second Additional Coverage Limit.
Enter: Second Proposed Carrier Dwelling/Additions & Alterations Limit.
Enter: Second Proposed Carrier Dwelling/Additions & Alterations Limit.
Enter: Second Proposed Carrier Other Structures Limit.
Enter: Second Proposed Carrier Other Structures Limit.
Enter: Second Proposed Carrier Personal Property/Blanket Limit.
Enter: Second Proposed Carrier Personal Property/Blanket Limit.
Enter: Second Proposed Carrier Loss of Use Limit.
Enter: Second Proposed Carrier Loss of Use Limit.
Enter: Second Proposed Carrier - First Additional Coverage Limit.
Enter: Second Proposed Carrier - First Additional Coverage Limit.
Enter: Second Proposed Carrier - Second Additional Coverage Limit.
Enter: Second Proposed Carrier - Second Additional Coverage Limit.
Enter: Title for the Liability Coverage Section. (I.e. Liability Coverages)
Enter: Title for the Liability Coverage Section. (I.e. Liability Coverages)
Enter a description for the personal liability coverage. (Ie. Personal Liability)
Enter a description for the personal liability coverage. (Ie. Personal Liability)
Enter a description for the medical payments coverage. (I.e. Medical Payments)
Enter a description for the medical payments coverage. (I.e. Medical Payments)
Enter: First Proposed Carrier Personal Liability Limit.
Enter: First Proposed Carrier Personal Liability Limit.
Enter: First Proposed Carrier Medical Payments Limit.
Enter: First Proposed Carrier Medical Payments Limit.
Enter: Second Proposed Carrier Personal Liability Limit.
Enter: Second Proposed Carrier Personal Liability Limit.
Enter: Second Proposed Carrier Medical Payments Limit.
Enter: Second Proposed Carrier Medical Payments Limit.
Enter: Title for the Deductible(s) Section. (I.e. Deductible(s))
Enter: Title for the Deductible(s) Section. (I.e. Deductible(s))
Enter: All Other Perils Deductible Description.
Enter: All Other Perils Deductible Description.
Enter: Second Deductible Type Description.
Enter: Second Deductible Type Description.
Enter: Third Deductible Type Description.
Enter: Third Deductible Type Description.
Enter: All Other Perils (AOP) Deductible Amount for the First Carrier.
Enter: All Other Perils (AOP) Deductible Amount for the First Carrier.
Enter: Second Deductible Type Amount for the First Carrier.
Enter: Second Deductible Type Amount for the First Carrier.
Enter: Third Deductible Type Amount for the First Carrier.
Enter: Third Deductible Type Amount for the First Carrier.
Enter: All Other Perils (AOP) Deductible Amount for the Second Carrier.
Enter: All Other Perils (AOP) Deductible Amount for the Second Carrier.
Enter: Second Deductible Type Amount for the Second Carrier.
Enter: Second Deductible Type Amount for the Second Carrier.
Enter: Third Deductible Type Amount for the Second Carrier.
Enter: Third Deductible Type Amount for the Second Carrier.
Enter: Title for the "Additional Coverages" section. (I.e. Additional Coverages)
Enter: Title for the "Additional Coverages" section. (I.e. Additional Coverages)
Enter: First Additional Coverage Description.
Enter: First Additional Coverage Description.
Enter: Second Additional Coverage Description.
Enter: Second Additional Coverage Description.
Enter: Third Additional Coverage Description.
Enter: Third Additional Coverage Description.
Enter: Fourth Additional Coverage Description.
Enter: Fourth Additional Coverage Description.
Enter: Fifth Additional Coverage Description.
Enter: Fifth Additional Coverage Description.
Enter: Sixth Additional Coverage Description.
Enter: Sixth Additional Coverage Description.
Enter: Seventh Additional Coverage Description.
Enter: Seventh Additional Coverage Description.
Enter: First Additional Coverage Limit/Details - First Carrier.
Enter: First Additional Coverage Limit/Details - First Carrier.
Enter: Second Additional Coverage Limit/Details - First Carrier.
Enter: Second Additional Coverage Limit/Details - First Carrier.
Enter: Third Additional Coverage Limit/Details - First Carrier.
Enter: Third Additional Coverage Limit/Details - First Carrier.
Enter: Fourth Additional Coverage Limit/Details - First Carrier.
Enter: Fourth Additional Coverage Limit/Details - First Carrier.
Enter: Fifth Additional Coverage Limit/Details - First Carrier.
Enter: Fifth Additional Coverage Limit/Details - First Carrier.
Enter: Sixth Additional Coverage Limit/Details - First Carrier.
Enter: Sixth Additional Coverage Limit/Details - First Carrier.
Enter: Seventh Additional Coverage Limit/Details - First Carrier.
Enter: Seventh Additional Coverage Limit/Details - First Carrier.
Enter: First Additional Coverage Limit/Details - Second Carrier.
Enter: First Additional Coverage Limit/Details - Second Carrier.
Enter: Second Additional Coverage Limit/Details - Second Carrier.
Enter: Second Additional Coverage Limit/Details - Second Carrier.
Enter: Third Additional Coverage Limit/Details - Second Carrier.
Enter: Third Additional Coverage Limit/Details - Second Carrier.
Enter: Fourth Additional Coverage Limit/Details - Second Carrier.
Enter: Fourth Additional Coverage Limit/Details - Second Carrier.
Enter: Fifth Additional Coverage Limit/Details - Second Carrier.
Enter: Fifth Additional Coverage Limit/Details - Second Carrier.
Enter: Sixth Additional Coverage Limit/Details - Second Carrier.
Enter: Sixth Additional Coverage Limit/Details - Second Carrier.
Enter: Seventh Additional Coverage Limit/Details - Second Carrier.
Enter: Seventh Additional Coverage Limit/Details - Second Carrier.
Enter: A description for "Annual Premium." (I.e. Annual Premium)
Enter: A description for "Annual Premium." (I.e. Annual Premium)
Enter: A description for the second deductible option. (I.e. $5,000 Deductible)
Enter: A description for the second deductible option. (I.e. $5,000 Deductible)
Enter: A description for the third deductible option. (I.e. $5,000 Deductible)
Enter: A description for the third deductible option. (I.e. $5,000 Deductible)
Enter: Annual Premium for the First Deductible Option for the First Carrier.
Enter: Annual Premium for the First Deductible Option for the First Carrier.
Enter: Annual Premium for the Second Deductible Option for the First Carrier.
Enter: Annual Premium for the Second Deductible Option for the First Carrier.
Enter: Annual Premium for the Third Deductible Option for the First Carrier.
Enter: Annual Premium for the Third Deductible Option for the First Carrier.
Enter: Annual Premium for the First Deductible Option for the Second Carrier.
Enter: Annual Premium for the First Deductible Option for the Second Carrier.
Enter: Annual Premium for the Second Deductible Option for the Second Carrier.
Enter: Annual Premium for the Second Deductible Option for the Second Carrier.
Enter: Annual Premium for the Third Deductible Option for the Second Carrier.
Enter: Annual Premium for the Third Deductible Option for the Second Carrier.
Please enter notes about this homeowners policy below.
Please enter notes about this homeowners policy below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Home Location 1 Profile
Enter a title for the Home Profile 1 page of this proposal.
Enter a title for the Home Profile 1 page of this proposal.
Click the box below to copy the address from the Home Location 1 page to the Home Profile 1 page.
Click the box below to copy the address from the Home Location 1 page to the Home Profile 1 page.
- Click here
Enter: Home location 1 address.
Enter: Home location 1 address.
Central Station Burglar Alarm?
Central Station Burglar Alarm?
- Yes
- No
Central Station Fire Alarm?
Central Station Fire Alarm?
- Yes
- No
Guard Gated Community?
Guard Gated Community?
- Yes
- No
Low Temperature Monitoring?
Low Temperature Monitoring?
- Yes
- No
Permanently Installed Generator?
Permanently Installed Generator?
- Yes
- No
Water Leak Detection with Master Valve Shutoff?
Water Leak Detection with Master Valve Shutoff?
- Yes
- No
24 Hour Signal Continuity?
24 Hour Signal Continuity?
- Yes
- No
Lightning Protection?
Lightning Protection?
- Yes
- No
Gas Leak Detector?
Gas Leak Detector?
- Yes
- No
External Perimeter Gate?
External Perimeter Gate?
- Yes
- No
External Perimeter Security Protection?
External Perimeter Security Protection?
- Yes
- No
Full Time Live-in Caretaker?
Full Time Live-in Caretaker?
- Yes
- No
Lien/Mortgage Free?
Lien/Mortgage Free?
- Yes
- No
Residential Sprinkler System?
Residential Sprinkler System?
- Yes
- No
External Perimeter Gate?
External Perimeter Gate?
- Yes
- No
Sprinkler System with Water Flow Alarm?
Sprinkler System with Water Flow Alarm?
- Yes
- No
Auto Companion?
Auto Companion?
- Yes
- No
Excess Liability Companion?
Excess Liability Companion?
- Yes
- No
Valuable Articles Companion?
Valuable Articles Companion?
- Yes
- No
Year Built?
Year Built?
Year Renovated?
Year Renovated?
Beachfront (<500 ft to salt water)?
Beachfront (<500 ft to salt water)?
Construction Type?
Construction Type?
LEED Certified?
LEED Certified?
Flood Zone?
Flood Zone?
Age of Roof?
Age of Roof?
Roof Shape?
Roof Shape?
Size of Home (Heated)?
Size of Home (Heated)?
Protection Class?
Protection Class?
Seasonal Home?
Seasonal Home?
- Yes
- No
Vacant Home?
Vacant Home?
- Yes
- No
Rental Home?
Rental Home?
- Yes
- No
Enter home profile notes below.
Enter home profile notes below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Home Location 2
Enter a title for the Home Location 2 page of this proposal.
Enter a title for the Home Location 2 page of this proposal.
What is the proposed effective date for this policy?
What is the proposed effective date for this policy?
Enter: Home location 2 address.
Enter: Home location 2 address.
Enter: Title for the Property Coverage Section. (I.e. Property Coverages)
Enter: Title for the Property Coverage Section. (I.e. Property Coverages)
Enter: First Proposed Carrier Name for Home Location 2.
Enter: First Proposed Carrier Name for Home Location 2.
Enter: Second Proposed Carrier Name for Home Location 2.
Enter: Second Proposed Carrier Name for Home Location 2.
Enter a description for Coverage A. (Ie. Dwelling/Additions & Alterations)
Enter a description for Coverage A. (Ie. Dwelling/Additions & Alterations)
Enter a description for other structures. (Ie. Other Structures)
Enter a description for other structures. (Ie. Other Structures)
Enter a description for personal property/blanket limit. (Ie. Personal Property or Blanket Limit)
Enter a description for personal property/blanket limit. (Ie. Personal Property or Blanket Limit)
Enter a description for loss of use. (Ie. Loss of Use or Alternative Living Expenses)
Enter a description for loss of use. (Ie. Loss of Use or Alternative Living Expenses)
Enter a description for an additional coverage. (I.e. Replacement Cost Coverage)
Enter a description for an additional coverage. (I.e. Replacement Cost Coverage)
Enter a description for an additional coverage. (I.e. Blanket Limit)
Enter a description for an additional coverage. (I.e. Blanket Limit)
Enter: First Proposed Carrier Dwelling/Additions & Alterations Limit.
Enter: First Proposed Carrier Dwelling/Additions & Alterations Limit.
Enter: First Proposed Carrier Other Structures Limit.
Enter: First Proposed Carrier Other Structures Limit.
Enter: First Proposed Carrier Personal Property/Blanket Limit.
Enter: First Proposed Carrier Personal Property/Blanket Limit.
Enter: First Proposed Carrier Loss of Use Limit.
Enter: First Proposed Carrier Loss of Use Limit.
Enter: First Proposed Carrier - First Additional Coverage Limit.
Enter: First Proposed Carrier - First Additional Coverage Limit.
Enter: First Proposed Carrier - Second Additional Coverage Limit.
Enter: First Proposed Carrier - Second Additional Coverage Limit.
Enter: Second Proposed Carrier Dwelling/Additions & Alterations Limit.
Enter: Second Proposed Carrier Dwelling/Additions & Alterations Limit.
Enter: Second Proposed Carrier Other Structures Limit.
Enter: Second Proposed Carrier Other Structures Limit.
Enter: Second Proposed Carrier Personal Property/Blanket Limit.
Enter: Second Proposed Carrier Personal Property/Blanket Limit.
Enter: Second Proposed Carrier Loss of Use Limit.
Enter: Second Proposed Carrier Loss of Use Limit.
Enter: Second Proposed Carrier - First Additional Coverage Limit.
Enter: Second Proposed Carrier - First Additional Coverage Limit.
Enter: Second Proposed Carrier - Second Additional Coverage Limit.
Enter: Second Proposed Carrier - Second Additional Coverage Limit.
Enter: Title for the Liability Coverage Section. (I.e. Liability Coverages)
Enter: Title for the Liability Coverage Section. (I.e. Liability Coverages)
Enter a description for the personal liability coverage. (Ie. Personal Liability)
Enter a description for the personal liability coverage. (Ie. Personal Liability)
Enter a description for the medical payments coverage. (I.e. Medical Payments)
Enter a description for the medical payments coverage. (I.e. Medical Payments)
Enter: First Proposed Carrier Personal Liability Limit.
Enter: First Proposed Carrier Personal Liability Limit.
Enter: First Proposed Carrier Medical Payments Limit.
Enter: First Proposed Carrier Medical Payments Limit.
Enter: Second Proposed Carrier Personal Liability Limit.
Enter: Second Proposed Carrier Personal Liability Limit.
Enter: Second Proposed Carrier Medical Payments Limit.
Enter: Second Proposed Carrier Medical Payments Limit.
Enter: Title for the Deductible(s) Section. (I.e. Deductible(s))
Enter: Title for the Deductible(s) Section. (I.e. Deductible(s))
Enter: All Other Perils Deductible Description.
Enter: All Other Perils Deductible Description.
Enter: Second Deductible Type Description.
Enter: Second Deductible Type Description.
Enter: Third Deductible Type Description.
Enter: Third Deductible Type Description.
Enter: All Other Perils (AOP) Deductible Amount for the First Carrier.
Enter: All Other Perils (AOP) Deductible Amount for the First Carrier.
Enter: Second Deductible Type Amount for the First Carrier.
Enter: Second Deductible Type Amount for the First Carrier.
Enter: Third Deductible Type Amount for the First Carrier.
Enter: Third Deductible Type Amount for the First Carrier.
Enter: All Other Perils (AOP) Deductible Amount for the Second Carrier.
Enter: All Other Perils (AOP) Deductible Amount for the Second Carrier.
Enter: Second Deductible Type Amount for the Second Carrier.
Enter: Second Deductible Type Amount for the Second Carrier.
Enter: Third Deductible Type Amount for the Second Carrier.
Enter: Third Deductible Type Amount for the Second Carrier.
Enter: Title for the "Additional Coverages" section. (I.e. Additional Coverages)
Enter: Title for the "Additional Coverages" section. (I.e. Additional Coverages)
Enter: First Additional Coverage Description.
Enter: First Additional Coverage Description.
Enter: Second Additional Coverage Description.
Enter: Second Additional Coverage Description.
Enter: Third Additional Coverage Description.
Enter: Third Additional Coverage Description.
Enter: Fourth Additional Coverage Description.
Enter: Fourth Additional Coverage Description.
Enter: Fifth Additional Coverage Description.
Enter: Fifth Additional Coverage Description.
Enter: Sixth Additional Coverage Description.
Enter: Sixth Additional Coverage Description.
Enter: Seventh Additional Coverage Description.
Enter: Seventh Additional Coverage Description.
Enter: First Additional Coverage Limit/Details - First Carrier.
Enter: First Additional Coverage Limit/Details - First Carrier.
Enter: Second Additional Coverage Limit/Details - First Carrier.
Enter: Second Additional Coverage Limit/Details - First Carrier.
Enter: Third Additional Coverage Limit/Details - First Carrier.
Enter: Third Additional Coverage Limit/Details - First Carrier.
Enter: Fourth Additional Coverage Limit/Details - First Carrier.
Enter: Fourth Additional Coverage Limit/Details - First Carrier.
Enter: Fifth Additional Coverage Limit/Details - First Carrier.
Enter: Fifth Additional Coverage Limit/Details - First Carrier.
Enter: Sixth Additional Coverage Limit/Details - First Carrier.
Enter: Sixth Additional Coverage Limit/Details - First Carrier.
Enter: Seventh Additional Coverage Limit/Details - First Carrier.
Enter: Seventh Additional Coverage Limit/Details - First Carrier.
Enter: First Additional Coverage Limit/Details - Second Carrier.
Enter: First Additional Coverage Limit/Details - Second Carrier.
Enter: Second Additional Coverage Limit/Details - Second Carrier.
Enter: Second Additional Coverage Limit/Details - Second Carrier.
Enter: Third Additional Coverage Limit/Details - Second Carrier.
Enter: Third Additional Coverage Limit/Details - Second Carrier.
Enter: Fourth Additional Coverage Limit/Details - Second Carrier.
Enter: Fourth Additional Coverage Limit/Details - Second Carrier.
Enter: Fifth Additional Coverage Limit/Details - Second Carrier.
Enter: Fifth Additional Coverage Limit/Details - Second Carrier.
Enter: Sixth Additional Coverage Limit/Details - Second Carrier.
Enter: Sixth Additional Coverage Limit/Details - Second Carrier.
Enter: Seventh Additional Coverage Limit/Details - Second Carrier.
Enter: Seventh Additional Coverage Limit/Details - Second Carrier.
Enter: A description for "Annual Premium." (I.e. Annual Premium)
Enter: A description for "Annual Premium." (I.e. Annual Premium)
Enter: A description for the second deductible option. (I.e. $5,000 Deductible)
Enter: A description for the second deductible option. (I.e. $5,000 Deductible)
Enter: A description for the third deductible option. (I.e. $5,000 Deductible)
Enter: A description for the third deductible option. (I.e. $5,000 Deductible)
Enter: Annual Premium for the First Deductible Option for the First Carrier.
Enter: Annual Premium for the First Deductible Option for the First Carrier.
Enter: Annual Premium for the Second Deductible Option for the First Carrier.
Enter: Annual Premium for the Second Deductible Option for the First Carrier.
Enter: Annual Premium for the Third Deductible Option for the First Carrier.
Enter: Annual Premium for the Third Deductible Option for the First Carrier.
Enter: Annual Premium for the First Deductible Option for the Second Carrier.
Enter: Annual Premium for the First Deductible Option for the Second Carrier.
Enter: Annual Premium for the Second Deductible Option for the Second Carrier.
Enter: Annual Premium for the Second Deductible Option for the Second Carrier.
Enter: Annual Premium for the Third Deductible Option for the Second Carrier.
Enter: Annual Premium for the Third Deductible Option for the Second Carrier.
Please enter notes about this homeowners policy below.
Please enter notes about this homeowners policy below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Home Location 2 Profile
Enter a title for the Home Profile 2 page of this proposal.
Enter a title for the Home Profile 2 page of this proposal.
Click the box below to copy the address from the Home Location 2 page to the Home Profile 2 page.
Click the box below to copy the address from the Home Location 2 page to the Home Profile 2 page.
- Click here
Enter: Home location 2 address.
Enter: Home location 2 address.
Central Station Burglar Alarm?
Central Station Burglar Alarm?
- Yes
- No
Central Station Fire Alarm?
Central Station Fire Alarm?
- Yes
- No
Guard Gated Community?
Guard Gated Community?
- Yes
- No
Low Temperature Monitoring?
Low Temperature Monitoring?
- Yes
- No
Permanently Installed Generator?
Permanently Installed Generator?
- Yes
- No
Water Leak Detection with Master Valve Shutoff?
Water Leak Detection with Master Valve Shutoff?
- Yes
- No
24 Hour Signal Continuity?
24 Hour Signal Continuity?
- Yes
- No
Lightning Protection?
Lightning Protection?
- Yes
- No
Gas Leak Detector?
Gas Leak Detector?
- Yes
- No
External Perimeter Security Protection?
External Perimeter Security Protection?
- Yes
- No
Full Time Live-in Caretaker?
Full Time Live-in Caretaker?
- Yes
- No
Lien/Mortgage Free?
Lien/Mortgage Free?
- Yes
- No
Residential Sprinkler System?
Residential Sprinkler System?
- Yes
- No
External Perimeter Gate?
External Perimeter Gate?
- Yes
- No
Sprinkler System with Water Flow Alarm?
Sprinkler System with Water Flow Alarm?
- Yes
- No
Auto Companion?
Auto Companion?
- Yes
- No
Excess Liability Companion?
Excess Liability Companion?
- Yes
- No
Valuable Articles Companion?
Valuable Articles Companion?
- Yes
- No
Year Built?
Year Built?
Year Renovated?
Year Renovated?
Beachfront (<500 ft to salt water)?
Beachfront (<500 ft to salt water)?
Construction Type?
Construction Type?
LEED Certified?
LEED Certified?
Flood Zone?
Flood Zone?
Age of Roof?
Age of Roof?
Roof Shape?
Roof Shape?
Size of Home (Heated)?
Size of Home (Heated)?
Protection Class?
Protection Class?
Seasonal Home?
Seasonal Home?
- Yes
- No
Vacant Home?
Vacant Home?
- Yes
- No
Rental Home?
Rental Home?
- Yes
- No
Enter home profile notes below.
Enter home profile notes below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Automobile
Enter a title for the Automobile page of this proposal.
Enter a title for the Automobile page of this proposal.
Enter: Proposed effective date for this policy.
Enter: Proposed effective date for this policy.
Enter: The garaging address for the vehicles.
Enter: The garaging address for the vehicles.
Enter: The registration state.
Enter: The registration state.
Enter: The name of the first carrier listed on this proposal page.
Enter: The name of the first carrier listed on this proposal page.
Enter: The name of the second carrier listed on this proposal page.
Enter: The name of the second carrier listed on this proposal page.
Vehicle Liability Coverage Titles (Editable)

Enter a title for the liability coverage section of this proposal page. (I.e Liability Coverages)
Enter a title for the liability coverage section of this proposal page. (I.e Liability Coverages)
Enter a description for bodily injury coverage. (I.e. Bodily Injury Combined Single Limit)
Enter a description for bodily injury coverage. (I.e. Bodily Injury Combined Single Limit)
Enter a description for bodily injury each person coverage. (I.e. Bodily Injury Each Person)
Enter a description for bodily injury each person coverage. (I.e. Bodily Injury Each Person)
Enter a description for bodily injury each accident coverage. (I.e. Bodily Injury Each Accident)
Enter a description for bodily injury each accident coverage. (I.e. Bodily Injury Each Accident)
Enter a description for property damage coverage. (I.e. Property Damage)
Enter a description for property damage coverage. (I.e. Property Damage)
Enter a description for medical payments coverage. (Ie. Medical Payments)
Enter a description for medical payments coverage. (Ie. Medical Payments)
Enter a description for uninsured/underinsured motorist coverage. (I.e. Uninsured/Underinsured Motorist Combined Single Limit)
Enter a description for uninsured/underinsured motorist coverage. (I.e. Uninsured/Underinsured Motorist Combined Single Limit)
Enter a description for uninsured/underinsured coverage for each person, if applicable. (I.e. Uninsured/Underinsured Each Person)
Enter a description for uninsured/underinsured coverage for each person, if applicable. (I.e. Uninsured/Underinsured Each Person)
Enter a description for uninsured/underinsured coverage for each accident, if applicable. (I.e. Uninsured/Underinsured Each Accident)
Enter a description for uninsured/underinsured coverage for each accident, if applicable. (I.e. Uninsured/Underinsured Each Accident)
Enter a description for uninsured/underinsured property damage coverage. (I.e. Uninsured/Underinsured Property Damage)
Enter a description for uninsured/underinsured property damage coverage. (I.e. Uninsured/Underinsured Property Damage)
Enter a description for annual premium. (I.e. Total Annual Premium)
Enter a description for annual premium. (I.e. Total Annual Premium)
Enter a description for the first deductible option's annual premium. (I.e. $1,000 Deductibles Annual Premium)
Enter a description for the first deductible option's annual premium. (I.e. $1,000 Deductibles Annual Premium)
Enter a description for the second deductible option's annual premium. (I.e. $2,500Deductibles Annual Premium)
Enter a description for the second deductible option's annual premium. (I.e. $2,500Deductibles Annual Premium)
Enter: Bodily Injury Liability Combined Single Limit for the First Carrier.
Enter: Bodily Injury Liability Combined Single Limit for the First Carrier.
Enter: Bodily Injury Liability Each Person Limit for the First Carrier.
Enter: Bodily Injury Liability Each Person Limit for the First Carrier.
Enter: Bodily Injury Liability Each Accident Limit for the First Carrier.
Enter: Bodily Injury Liability Each Accident Limit for the First Carrier.
Enter: Property Damage Liability Limit for the First Carrier.
Enter: Property Damage Liability Limit for the First Carrier.
Enter: Medical Payments or Personal Injury Protection Limit for the First Carrier.
Enter: Medical Payments or Personal Injury Protection Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Combined Single Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Combined Single Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Each Person Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Each Person Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Each Accident Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Each Accident Limit for the First Carrier.
Enter: Uninsured/Underinsured Property Damage Liability Limit for the First Carrier.
Enter: Uninsured/Underinsured Property Damage Liability Limit for the First Carrier.
Enter the total annual automobile policy premium for the First Carrier.
Enter the total annual automobile policy premium for the First Carrier.
Enter the total annual automobile policy premium for the first deductible option for the First Carrier.
Enter the total annual automobile policy premium for the first deductible option for the First Carrier.
Enter the total annual automobile policy premium for the second deductible option for the First Carrier.
Enter the total annual automobile policy premium for the second deductible option for the First Carrier.
Please check the box below if you would like to copy the coverage limits used for the first carrier over to the second carrier.
Please check the box below if you would like to copy the coverage limits used for the first carrier over to the second carrier.
- Click here
Enter: Bodily Injury Liability Combined Single Limit for the Second Carrier.
Enter: Bodily Injury Liability Combined Single Limit for the Second Carrier.
Enter: Bodily Injury Liability Each Person Limit for the Second Carrier.
Enter: Bodily Injury Liability Each Person Limit for the Second Carrier.
Enter: Bodily Injury Liability Each Accident Limit for the Second Carrier.
Enter: Bodily Injury Liability Each Accident Limit for the Second Carrier.
Enter: Property Damage Liability Limit for the Second Carrier.
Enter: Property Damage Liability Limit for the Second Carrier.
Enter: Medical Payments or Personal Injury Protection Limit for the Second Carrier.
Enter: Medical Payments or Personal Injury Protection Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Combined Single Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Combined Single Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Each Person Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Each Person Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Each Accident Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Each Accident Limit for the Second Carrier.
Enter: Uninsured/Underinsured Property Damage Liability Limit for the Second Carrier.
Enter: Uninsured/Underinsured Property Damage Liability Limit for the Second Carrier.
Enter the total annual automobile policy premium for the Second Carrier.
Enter the total annual automobile policy premium for the Second Carrier.
Enter the total annual automobile policy premium for the first deductible option for the Second Carrier.
Enter the total annual automobile policy premium for the first deductible option for the Second Carrier.
Enter the total annual automobile policy premium for the second deductible option for the Second Carrier.
Enter the total annual automobile policy premium for the second deductible option for the Second Carrier.
Vehicle Property Coverage Titles (Editable)

Enter a title for the vehicle coverages section. (I.e. Vehicle Coverages)
Enter a title for the vehicle coverages section. (I.e. Vehicle Coverages)
Enter a description for policy level coverages. (Ie. Policy Level Coverages (Shown above) or Liability Coverages (Shown above))
Enter a description for policy level coverages. (Ie. Policy Level Coverages (Shown above) or Liability Coverages (Shown above))
How would you like to describe the total loss settlement category on this proposal? (Ie. Agreed Value or Market Value)
How would you like to describe the total loss settlement category on this proposal? (Ie. Agreed Value or Market Value)
Enter a description for comprehensive deductibles. (Ie. Comprehensive Deductible)
Enter a description for comprehensive deductibles. (Ie. Comprehensive Deductible)
Enter a description for collision deductibles. (Ie. Collision Deductible)
Enter a description for collision deductibles. (Ie. Collision Deductible)
Enter a description for rental reimbursement. (Ie. Rental Reimbursement, Loss of Use, etc.)
Enter a description for rental reimbursement. (Ie. Rental Reimbursement, Loss of Use, etc.)
Enter a description for roadside assistance. (Ie. Roadside Assistance)
Enter a description for roadside assistance. (Ie. Roadside Assistance)
Enter a description for full glass coverage. (Ie. Full Glass)
Enter a description for full glass coverage. (Ie. Full Glass)
Enter: Year, make and model of the first vehicle.
Enter: Year, make and model of the first vehicle.
Does the first vehicle include liability coverages/policy level coverages?
Does the first vehicle include liability coverages/policy level coverages?
Enter: First vehicle loss settlement or agreed value.
Enter: First vehicle loss settlement or agreed value.
Enter: First vehicle comprehensive deductible amount.
Enter: First vehicle comprehensive deductible amount.
Enter: First vehicle collision deductible amount.
Enter: First vehicle collision deductible amount.
Enter: First vehicle rental reimbursement or loss of use amount.
Enter: First vehicle rental reimbursement or loss of use amount.
Enter: First vehicle roadside assistance or towing amount.
Enter: First vehicle roadside assistance or towing amount.
Enter: First vehicle full glass coverage.
Enter: First vehicle full glass coverage.
Enter: First vehicle annual premium with the first carrier.
Enter: First vehicle annual premium with the first carrier.
Enter: First vehicle annual premium with the second carrier.
Enter: First vehicle annual premium with the second carrier.
Will there be a second vehicle on this proposal?
Will there be a second vehicle on this proposal?
- Yes
- No
Enter: Year, make and model of the second vehicle.
Enter: Year, make and model of the second vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the second vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the second vehicle.
- Click here
Does the second vehicle include liability coverages/policy level coverages?
Does the second vehicle include liability coverages/policy level coverages?
Enter: Second vehicle loss settlement or agreed value.
Enter: Second vehicle loss settlement or agreed value.
Enter: Second vehicle comprehensive deductible amount.
Enter: Second vehicle comprehensive deductible amount.
Enter: Second vehicle collision deductible amount.
Enter: Second vehicle collision deductible amount.
Enter: Second vehicle rental reimbursement or loss of use amount.
Enter: Second vehicle rental reimbursement or loss of use amount.
Enter: Second vehicle roadside assistance or towing amount.
Enter: Second vehicle roadside assistance or towing amount.
Enter: Second vehicle full glass coverage.
Enter: Second vehicle full glass coverage.
Enter: Second vehicle annual premium with the first carrier.
Enter: Second vehicle annual premium with the first carrier.
Enter: Second vehicle annual premium with the second carrier.
Enter: Second vehicle annual premium with the second carrier.
Will there be a third vehicle on this proposal?
Will there be a third vehicle on this proposal?
- Yes
- No
Enter: Year, make and model of the third vehicle.
Enter: Year, make and model of the third vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the third vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the third vehicle.
- Click here
Does the third vehicle include liability coverages/policy level coverages?
Does the third vehicle include liability coverages/policy level coverages?
Enter: Third vehicle loss settlement or agreed value.
Enter: Third vehicle loss settlement or agreed value.
Enter: Third vehicle comprehensive deductible amount.
Enter: Third vehicle comprehensive deductible amount.
Enter: Third vehicle collision deductible amount.
Enter: Third vehicle collision deductible amount.
Enter: Third vehicle rental reimbursement or loss of use amount.
Enter: Third vehicle rental reimbursement or loss of use amount.
Enter: Third vehicle roadside assistance or towing amount.
Enter: Third vehicle roadside assistance or towing amount.
Enter: Third vehicle full glass coverage.
Enter: Third vehicle full glass coverage.
Enter: Third vehicle annual premium with the first carrier.
Enter: Third vehicle annual premium with the first carrier.
Enter: Third vehicle annual premium with the second carrier.
Enter: Third vehicle annual premium with the second carrier.
Will there be a fourth vehicle on this proposal?
Will there be a fourth vehicle on this proposal?
- Yes
- No
Enter: Year, make and model of the fourth vehicle.
Enter: Year, make and model of the fourth vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the fourth vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the fourth vehicle.
- Click here
Does the fourth vehicle include liability coverages/policy level coverages?
Does the fourth vehicle include liability coverages/policy level coverages?
Enter: Fourth vehicle loss settlement or agreed value.
Enter: Fourth vehicle loss settlement or agreed value.
Enter: Fourth vehicle comprehensive deductible amount.
Enter: Fourth vehicle comprehensive deductible amount.
Enter: Fourth vehicle collision deductible amount.
Enter: Fourth vehicle collision deductible amount.
Enter: Fourth vehicle rental reimbursement or loss of use amount.
Enter: Fourth vehicle rental reimbursement or loss of use amount.
Enter: Fourth vehicle roadside assistance or towing amount.
Enter: Fourth vehicle roadside assistance or towing amount.
Enter: Fourth vehicle full glass coverage.
Enter: Fourth vehicle full glass coverage.
Enter: Fourth vehicle annual premium with the first carrier.
Enter: Fourth vehicle annual premium with the first carrier.
Enter: Fourth vehicle annual premium with the second carrier.
Enter: Fourth vehicle annual premium with the second carrier.
Will there be a fifth vehicle on this proposal?
Will there be a fifth vehicle on this proposal?
- Yes
- No
Enter: Year, make and model of the fifth vehicle.
Enter: Year, make and model of the fifth vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the fifth vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the fifth vehicle.
- Click here
Does the fifth vehicle include liability coverages/policy level coverages?
Does the fifth vehicle include liability coverages/policy level coverages?
Enter: Fifth vehicle loss settlement or agreed value.
Enter: Fifth vehicle loss settlement or agreed value.
Enter: Fifth vehicle comprehensive deductible amount.
Enter: Fifth vehicle comprehensive deductible amount.
Enter: Fifth vehicle collision deductible amount.
Enter: Fifth vehicle collision deductible amount.
Enter: Fifth vehicle rental reimbursement or loss of use amount.
Enter: Fifth vehicle rental reimbursement or loss of use amount.
Enter: Fifth vehicle roadside assistance or towing amount.
Enter: Fifth vehicle roadside assistance or towing amount.
Enter: Fifth vehicle full glass coverage.
Enter: Fifth vehicle full glass coverage.
Enter: Fifth vehicle annual premium with the first carrier.
Enter: Fifth vehicle annual premium with the first carrier.
Enter: Fifth vehicle annual premium with the second carrier.
Enter: Fifth vehicle annual premium with the second carrier.
Enter: Listed driver name(s)
Enter: Listed driver name(s)
Enter notes for the automobile proposal below.
Enter notes for the automobile proposal below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Recreational Vehicle
Enter a title for the Recreational Vehicle page of this proposal.
Enter a title for the Recreational Vehicle page of this proposal.
Enter: Proposed effective date for this policy.
Enter: Proposed effective date for this policy.
Please click the box below if you would like to copy garaging location, registration state, carrier limits and the first vehicle's property coverages from the Automobile page to this one.
Please click the box below if you would like to copy garaging location, registration state, carrier limits and the first vehicle's property coverages from the Automobile page to this one.
- Check here
Enter: The garaging address for the vehicles.
Enter: The garaging address for the vehicles.
Enter: The registration state.
Enter: The registration state.
Enter: The name of the first carrier listed on this proposal page.
Enter: The name of the first carrier listed on this proposal page.
Enter: The name of the second carrier listed on this proposal page.
Enter: The name of the second carrier listed on this proposal page.
Vehicle Liability Coverage Titles (Editable)

Enter a title for the liability coverage section of this proposal page. (I.e Coverages)
Enter a title for the liability coverage section of this proposal page. (I.e Coverages)
Enter a description for bodily injury coverage. (I.e. Bodily Injury Combined Single Limit)
Enter a description for bodily injury coverage. (I.e. Bodily Injury Combined Single Limit)
Enter a description for bodily injury each person coverage. (I.e. Bodily Injury Each Person)
Enter a description for bodily injury each person coverage. (I.e. Bodily Injury Each Person)
Enter a description for bodily injury each accident coverage. (I.e. Bodily Injury Each Accident)
Enter a description for bodily injury each accident coverage. (I.e. Bodily Injury Each Accident)
Enter a description for property damage coverage. (I.e. Property Damage)
Enter a description for property damage coverage. (I.e. Property Damage)
Enter a description for medical payments coverage. (Ie. Medical Payments)
Enter a description for medical payments coverage. (Ie. Medical Payments)
Enter a description for uninsured/underinsured motorist coverage. (I.e. Uninsured/Underinsured Motorist Combined Single Limit)
Enter a description for uninsured/underinsured motorist coverage. (I.e. Uninsured/Underinsured Motorist Combined Single Limit)
Enter a description for uninsured/underinsured coverage for each person, if applicable. (I.e. Uninsured/Underinsured Each Person)
Enter a description for uninsured/underinsured coverage for each person, if applicable. (I.e. Uninsured/Underinsured Each Person)
Enter a description for uninsured/underinsured coverage for each accident, if applicable. (I.e. Uninsured/Underinsured Each Accident)
Enter a description for uninsured/underinsured coverage for each accident, if applicable. (I.e. Uninsured/Underinsured Each Accident)
Enter a description for uninsured/underinsured property damage coverage. (I.e. Uninsured/Underinsured Property Damage)
Enter a description for uninsured/underinsured property damage coverage. (I.e. Uninsured/Underinsured Property Damage)
Enter a description for annual premium. (I.e. Total Annual Premium)
Enter a description for annual premium. (I.e. Total Annual Premium)
Enter a description for the first deductible option's annual premium. (I.e. $1,000 Deductibles Annual Premium)
Enter a description for the first deductible option's annual premium. (I.e. $1,000 Deductibles Annual Premium)
Enter a description for the second deductible option's annual premium. (I.e. $2,500Deductibles Annual Premium)
Enter a description for the second deductible option's annual premium. (I.e. $2,500Deductibles Annual Premium)
Enter: Bodily Injury Liability Combined Single Limit for the First Carrier.
Enter: Bodily Injury Liability Combined Single Limit for the First Carrier.
Enter: Bodily Injury Liability Each Person Limit for the First Carrier.
Enter: Bodily Injury Liability Each Person Limit for the First Carrier.
Enter: Bodily Injury Liability Each Accident Limit for the First Carrier.
Enter: Bodily Injury Liability Each Accident Limit for the First Carrier.
Enter: Property Damage Liability Limit for the First Carrier.
Enter: Property Damage Liability Limit for the First Carrier.
Enter: Medical Payments or Personal Injury Protection Limit for the First Carrier.
Enter: Medical Payments or Personal Injury Protection Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Combined Single Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Combined Single Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Each Person Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Each Person Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Each Accident Limit for the First Carrier.
Enter: Uninsured/Underinsured Liability Each Accident Limit for the First Carrier.
Enter: Uninsured/Underinsured Property Damage Liability Limit for the First Carrier.
Enter: Uninsured/Underinsured Property Damage Liability Limit for the First Carrier.
Enter the total annual recreational vehicle policy premium for the First Carrier.
Enter the total annual recreational vehicle policy premium for the First Carrier.
Enter the total annual recreational vehicle policy premium for the first deductible option for the First Carrier.
Enter the total annual recreational vehicle policy premium for the first deductible option for the First Carrier.
Enter the total annual recreational vehicle policy premium for the second deductible option for the First Carrier.
Enter the total annual recreational vehicle policy premium for the second deductible option for the First Carrier.
Please check the box below if you would like to copy the coverage limits used for the first carrier over to the second carrier.
Please check the box below if you would like to copy the coverage limits used for the first carrier over to the second carrier.
- Click here
Enter: Bodily Injury Liability Combined Single Limit for the Second Carrier.
Enter: Bodily Injury Liability Combined Single Limit for the Second Carrier.
Enter: Bodily Injury Liability Each Person Limit for the Second Carrier.
Enter: Bodily Injury Liability Each Person Limit for the Second Carrier.
Enter: Bodily Injury Liability Each Accident Limit for the Second Carrier.
Enter: Bodily Injury Liability Each Accident Limit for the Second Carrier.
Enter: Property Damage Liability Limit for the Second Carrier.
Enter: Property Damage Liability Limit for the Second Carrier.
Enter: Medical Payments or Personal Injury Protection Limit for the Second Carrier.
Enter: Medical Payments or Personal Injury Protection Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Combined Single Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Combined Single Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Each Person Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Each Person Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Each Accident Limit for the Second Carrier.
Enter: Uninsured/Underinsured Liability Each Accident Limit for the Second Carrier.
Enter: Uninsured/Underinsured Property Damage Liability Limit for the Second Carrier.
Enter: Uninsured/Underinsured Property Damage Liability Limit for the Second Carrier.
Enter the total annual recreational vehicle policy premium for the Second Carrier.
Enter the total annual recreational vehicle policy premium for the Second Carrier.
Enter the total annual recreational vehicle policy premium for the first deductible option for the Second Carrier.
Enter the total annual recreational vehicle policy premium for the first deductible option for the Second Carrier.
Enter the total annual recreational vehicle policy premium for the second deductible option for the Second Carrier.
Enter the total annual recreational vehicle policy premium for the second deductible option for the Second Carrier.
Vehicle Property Coverage Titles (Editable)

Enter a title for the vehicle coverages section. (I.e. Vehicle Coverages)
Enter a title for the vehicle coverages section. (I.e. Vehicle Coverages)
Enter a description for policy level coverages. (Ie. Policy Level Coverages (Shown above) or Liability Coverages (Shown above))
Enter a description for policy level coverages. (Ie. Policy Level Coverages (Shown above) or Liability Coverages (Shown above))
How would you like to describe the total loss settlement category on this proposal? (Ie. Agreed Value or Market Value)
How would you like to describe the total loss settlement category on this proposal? (Ie. Agreed Value or Market Value)
Enter a description for comprehensive deductibles. (Ie. Comprehensive Deductible)
Enter a description for comprehensive deductibles. (Ie. Comprehensive Deductible)
Enter a description for collision deductibles. (Ie. Collision Deductible)
Enter a description for collision deductibles. (Ie. Collision Deductible)
Enter a description for rental reimbursement. (Ie. Rental Reimbursement, Loss of Use, etc.)
Enter a description for rental reimbursement. (Ie. Rental Reimbursement, Loss of Use, etc.)
Enter a description for roadside assistance. (Ie. Roadside Assistance)
Enter a description for roadside assistance. (Ie. Roadside Assistance)
Enter a description for full glass coverage. (Ie. Full Glass)
Enter a description for full glass coverage. (Ie. Full Glass)
Enter: Year, make and model of the first vehicle.
Enter: Year, make and model of the first vehicle.
Does the first vehicle include liability coverages/policy level coverages?
Does the first vehicle include liability coverages/policy level coverages?
Enter: First vehicle loss settlement or agreed value.
Enter: First vehicle loss settlement or agreed value.
Enter: First vehicle comprehensive deductible amount.
Enter: First vehicle comprehensive deductible amount.
Enter: First vehicle collision deductible amount.
Enter: First vehicle collision deductible amount.
Enter: First vehicle rental reimbursement or loss of use amount.
Enter: First vehicle rental reimbursement or loss of use amount.
Enter: First vehicle roadside assistance or towing amount.
Enter: First vehicle roadside assistance or towing amount.
Enter: First vehicle full glass coverage.
Enter: First vehicle full glass coverage.
Enter: First vehicle annual premium with the first carrier.
Enter: First vehicle annual premium with the first carrier.
Enter: First vehicle annual premium with the second carrier.
Enter: First vehicle annual premium with the second carrier.
Will there be a second vehicle on this proposal?
Will there be a second vehicle on this proposal?
- Yes
- No
Enter: Year, make and model of the second vehicle.
Enter: Year, make and model of the second vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the second vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the second vehicle.
- Click here
Does the second vehicle include liability coverages/policy level coverages?
Does the second vehicle include liability coverages/policy level coverages?
Enter: Second vehicle loss settlement or agreed value.
Enter: Second vehicle loss settlement or agreed value.
Enter: Second vehicle comprehensive deductible amount.
Enter: Second vehicle comprehensive deductible amount.
Enter: Second vehicle collision deductible amount.
Enter: Second vehicle collision deductible amount.
Enter: Second vehicle rental reimbursement or loss of use amount.
Enter: Second vehicle rental reimbursement or loss of use amount.
Enter: Second vehicle roadside assistance or towing amount.
Enter: Second vehicle roadside assistance or towing amount.
Enter: Second vehicle full glass coverage.
Enter: Second vehicle full glass coverage.
Enter: Second vehicle annual premium with the first carrier.
Enter: Second vehicle annual premium with the first carrier.
Enter: Second vehicle annual premium with the second carrier.
Enter: Second vehicle annual premium with the second carrier.
Will there be a third vehicle on this proposal?
Will there be a third vehicle on this proposal?
- Yes
- No
Enter: Year, make and model of the third vehicle.
Enter: Year, make and model of the third vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the third vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the third vehicle.
- Click here
Does the third vehicle include liability coverages/policy level coverages?
Does the third vehicle include liability coverages/policy level coverages?
Enter: Third vehicle loss settlement or agreed value.
Enter: Third vehicle loss settlement or agreed value.
Enter: Third vehicle comprehensive deductible amount.
Enter: Third vehicle comprehensive deductible amount.
Enter: Third vehicle collision deductible amount.
Enter: Third vehicle collision deductible amount.
Enter: Third vehicle rental reimbursement or loss of use amount.
Enter: Third vehicle rental reimbursement or loss of use amount.
Enter: Third vehicle roadside assistance or towing amount.
Enter: Third vehicle roadside assistance or towing amount.
Enter: Third vehicle full glass coverage.
Enter: Third vehicle full glass coverage.
Enter: Third vehicle annual premium with the first carrier.
Enter: Third vehicle annual premium with the first carrier.
Enter: Third vehicle annual premium with the second carrier.
Enter: Third vehicle annual premium with the second carrier.
Will there be a fourth vehicle on this proposal?
Will there be a fourth vehicle on this proposal?
- Yes
- No
Enter: Year, make and model of the fourth vehicle.
Enter: Year, make and model of the fourth vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the fourth vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the fourth vehicle.
- Click here
Does the fourth vehicle include liability coverages/policy level coverages?
Does the fourth vehicle include liability coverages/policy level coverages?
Enter: Fourth vehicle loss settlement or agreed value.
Enter: Fourth vehicle loss settlement or agreed value.
Enter: Fourth vehicle comprehensive deductible amount.
Enter: Fourth vehicle comprehensive deductible amount.
Enter: Fourth vehicle collision deductible amount.
Enter: Fourth vehicle collision deductible amount.
Enter: Fourth vehicle rental reimbursement or loss of use amount.
Enter: Fourth vehicle rental reimbursement or loss of use amount.
Enter: Fourth vehicle roadside assistance or towing amount.
Enter: Fourth vehicle roadside assistance or towing amount.
Enter: Fourth vehicle full glass coverage.
Enter: Fourth vehicle full glass coverage.
Enter: Fourth vehicle annual premium with the first carrier.
Enter: Fourth vehicle annual premium with the first carrier.
Enter: Fourth vehicle annual premium with the second carrier.
Enter: Fourth vehicle annual premium with the second carrier.
Will there be a fifth vehicle on this proposal?
Will there be a fifth vehicle on this proposal?
- Yes
- No
Enter: Year, make and model of the fifth vehicle.
Enter: Year, make and model of the fifth vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the fifth vehicle.
Click the box below to copy the coverage descriptions and limits from the first vehicle to the fifth vehicle.
- Click here
Does the fifth vehicle include liability coverages/policy level coverages?
Does the fifth vehicle include liability coverages/policy level coverages?
Enter: Fifth vehicle loss settlement or agreed value.
Enter: Fifth vehicle loss settlement or agreed value.
Enter: Fifth vehicle comprehensive deductible amount.
Enter: Fifth vehicle comprehensive deductible amount.
Enter: Fifth vehicle collision deductible amount.
Enter: Fifth vehicle collision deductible amount.
Enter: Fifth vehicle rental reimbursement or loss of use amount.
Enter: Fifth vehicle rental reimbursement or loss of use amount.
Enter: Fifth vehicle roadside assistance or towing amount.
Enter: Fifth vehicle roadside assistance or towing amount.
Enter: Fifth vehicle full glass coverage.
Enter: Fifth vehicle full glass coverage.
Enter: Fifth vehicle annual premium with the first carrier.
Enter: Fifth vehicle annual premium with the first carrier.
Enter: Fifth vehicle annual premium with the second carrier.
Enter: Fifth vehicle annual premium with the second carrier.
Enter: Listed driver name(s)
Enter: Listed driver name(s)
Enter notes for the recreational vehicle proposal below.
Enter notes for the recreational vehicle proposal below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Valuable Articles
Enter a title for the Valuable Articles page of this proposal.
Enter a title for the Valuable Articles page of this proposal.
What is the proposed effective date of the Valuable Articles policy?
What is the proposed effective date of the Valuable Articles policy?
What is the location address where the valuable articles are kept and/or where they are rated?
What is the location address where the valuable articles are kept and/or where they are rated?
Valuable Articles Row Titles

Enter: Title for the property coverage section of the valuable articles cover and premium section. (I.e. Property Class)
Enter: Title for the property coverage section of the valuable articles cover and premium section. (I.e. Property Class)
Enter: Description of the first property classification. (E.g. Scheduled Jewelry)
Enter: Description of the first property classification. (E.g. Scheduled Jewelry)
Enter: Description of the second property classification. (E.g. Blanket Jewelry)
Enter: Description of the second property classification. (E.g. Blanket Jewelry)
Enter: Description of the third property classification. (E.g.Blanket Jewelry - Single Article Limit)
Enter: Description of the third property classification. (E.g.Blanket Jewelry - Single Article Limit)
Enter: Description of the fourth property classification. (E.g. Scheduled Jewelry - In-Vault)
Enter: Description of the fourth property classification. (E.g. Scheduled Jewelry - In-Vault)
Enter: Description of the fifth property classification. (E.g. Scheduled Fine Art)
Enter: Description of the fifth property classification. (E.g. Scheduled Fine Art)
Enter: Description of the sixth property classification. (E.g. Blanket Fine Art)
Enter: Description of the sixth property classification. (E.g. Blanket Fine Art)
Enter: Description of the seventh property classification. (E.g. Blanket Fine Art - Single Article Limit)
Enter: Description of the seventh property classification. (E.g. Blanket Fine Art - Single Article Limit)
Enter: Description of the eighth property classification. (E.g. Wine)
Enter: Description of the eighth property classification. (E.g. Wine)
Enter: Description of the ninth property classification. (E.g. Firearms)
Enter: Description of the ninth property classification. (E.g. Firearms)
Enter: Description of the tenth property classification. (E.g. Musical Instruments)
Enter: Description of the tenth property classification. (E.g. Musical Instruments)
Enter: Description of the eleventh property classification. (E.g. Collectibles)
Enter: Description of the eleventh property classification. (E.g. Collectibles)
Enter: Description of the twelfth property classification. (E.g. Stamps/Coins)
Enter: Description of the twelfth property classification. (E.g. Stamps/Coins)
Enter: Description of the thirteenth property classification. (E.g. Silverware)
Enter: Description of the thirteenth property classification. (E.g. Silverware)
Enter: Description of the fourteenth property classification. (E.g. Furs)
Enter: Description of the fourteenth property classification. (E.g. Furs)
Enter: "Annual Premium" or another way to describe the total annual premium.
Enter: "Annual Premium" or another way to describe the total annual premium.
Valuable Articles - First Carrier Title for the Coverage Limit Column? (I.e. Safeco Coverage)
Valuable Articles - First Carrier Title for the Coverage Limit Column? (I.e. Safeco Coverage)
Valuable Articles - First Carrier Title for the Premium Column? (I.e. Safeco Premium)
Valuable Articles - First Carrier Title for the Premium Column? (I.e. Safeco Premium)
Enter: Scheduled Jewelry Limit - First Carrier.
Enter: Scheduled Jewelry Limit - First Carrier.
Enter: Blanket Jewelry Limit - First Carrier.
Enter: Blanket Jewelry Limit - First Carrier.
Enter: Blanket Jewelry Single Article Limit - First Carrier.
Enter: Blanket Jewelry Single Article Limit - First Carrier.
Enter: Scheduled Jewelry In-Vault Limit - First Carrier.
Enter: Scheduled Jewelry In-Vault Limit - First Carrier.
Enter: Scheduled Fine Art Limit - First Carrier.
Enter: Scheduled Fine Art Limit - First Carrier.
Enter: Blanket Fine Art Limit - First Carrier.
Enter: Blanket Fine Art Limit - First Carrier.
Enter: Blanket Fine Art Single Article Limit - First Carrier.
Enter: Blanket Fine Art Single Article Limit - First Carrier.
Enter: Scheduled/Blanket Wine Limit - First Carrier.
Enter: Scheduled/Blanket Wine Limit - First Carrier.
Enter: Scheduled/Blanket Firearms Limit - First Carrier.
Enter: Scheduled/Blanket Firearms Limit - First Carrier.
Enter: Scheduled/Blanket Musical Instruments Limit - First Carrier.
Enter: Scheduled/Blanket Musical Instruments Limit - First Carrier.
Enter: Scheduled/Blanket Collectibles Limit - First Carrier.
Enter: Scheduled/Blanket Collectibles Limit - First Carrier.
Enter: Scheduled/Blanket Stamps/Coins limit - First Carrier.
Enter: Scheduled/Blanket Stamps/Coins limit - First Carrier.
Enter: Scheduled/Blanket Silver Limit - First Carrier.
Enter: Scheduled/Blanket Silver Limit - First Carrier.
Enter: Scheduled/Blanket Furs Limit - First Carrier.
Enter: Scheduled/Blanket Furs Limit - First Carrier.
Enter: Annual Premium - Scheduled Jewelry - First Carrier.
Enter: Annual Premium - Scheduled Jewelry - First Carrier.
Enter: Annual Premium - Blanket Jewelry - First Carrier.
Enter: Annual Premium - Blanket Jewelry - First Carrier.
Enter: Annual Premium - Blanket Jewelry Detail - First Carrier.
Enter: Annual Premium - Blanket Jewelry Detail - First Carrier.
Enter: Annual Premium - Scheduled Jewelry In-Vault - First Carrier.
Enter: Annual Premium - Scheduled Jewelry In-Vault - First Carrier.
Enter: Annual Premium - Scheduled Fine Art - First Carrier.
Enter: Annual Premium - Scheduled Fine Art - First Carrier.
Enter: Annual Premium - Blanket Fine Art - First Carrier.
Enter: Annual Premium - Blanket Fine Art - First Carrier.
Enter: Annual Premium - Blanket Fine Art Detail - First Carrier.
Enter: Annual Premium - Blanket Fine Art Detail - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Wine - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Wine - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Firearms - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Firearms - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Musical Instruments - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Musical Instruments - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Collectibles - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Collectibles - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Stamps/Coins - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Stamps/Coins - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Silver - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Silver - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Furs - First Carrier.
Enter: Annual Premium - Scheduled/Blanket Furs - First Carrier.
Enter: Toal Annual Valuable Articles Premium - First Carrier.
Enter: Toal Annual Valuable Articles Premium - First Carrier.
Check the box below to copy the valuable articles coverage limits from the first carrier to the second carrier.
Check the box below to copy the valuable articles coverage limits from the first carrier to the second carrier.
- Click here
Check the box below to copy the valuable articles premiums from the first carrier to the second carrier. (This will help you see the fields to enter information into faster.)
Check the box below to copy the valuable articles premiums from the first carrier to the second carrier. (This will help you see the fields to enter information into faster.)
- Click here
Valuable Articles - Second Carrier Title for the Coverage Limit Column? (I.e. Chubb Coverage)
Valuable Articles - Second Carrier Title for the Coverage Limit Column? (I.e. Chubb Coverage)
Valuable Articles - Second Carrier Title for the Premium Column? (I.e. Chubb Premium)
Valuable Articles - Second Carrier Title for the Premium Column? (I.e. Chubb Premium)
Enter: Scheduled Jewelry Limit - Second Carrier.
Enter: Scheduled Jewelry Limit - Second Carrier.
Enter: Blanket Jewelry Limit - Second Carrier.
Enter: Blanket Jewelry Limit - Second Carrier.
Enter: Blanket Jewelry Single Article Limit - Second Carrier.
Enter: Blanket Jewelry Single Article Limit - Second Carrier.
Enter: Scheduled Jewelry In-Vault Limit - Second Carrier.
Enter: Scheduled Jewelry In-Vault Limit - Second Carrier.
Enter: Scheduled Fine Art Limit - Second Carrier.
Enter: Scheduled Fine Art Limit - Second Carrier.
Enter: Blanket Fine Art Limit - Second Carrier.
Enter: Blanket Fine Art Limit - Second Carrier.
Enter: Blanket Fine Art Single Article Limit - Second Carrier.
Enter: Blanket Fine Art Single Article Limit - Second Carrier.
Enter: Scheduled/Blanket Wine Limit - Second Carrier.
Enter: Scheduled/Blanket Wine Limit - Second Carrier.
Enter: Scheduled/Blanket Firearms Limit - Second Carrier.
Enter: Scheduled/Blanket Firearms Limit - Second Carrier.
Enter: Scheduled/Blanket Musical Instruments Limit - Second Carrier.
Enter: Scheduled/Blanket Musical Instruments Limit - Second Carrier.
Enter: Scheduled/Blanket Collectibles Limit - Second Carrier.
Enter: Scheduled/Blanket Collectibles Limit - Second Carrier.
Enter: Scheduled/Blanket Stamps/Coins limit - Second Carrier.
Enter: Scheduled/Blanket Stamps/Coins limit - Second Carrier.
Enter: Scheduled/Blanket Silver Limit - Second Carrier.
Enter: Scheduled/Blanket Silver Limit - Second Carrier.
Enter: Scheduled/Blanket Furs Limit - Second Carrier.
Enter: Scheduled/Blanket Furs Limit - Second Carrier.
Enter: Annual Premium - Scheduled Jewelry - Second Carrier.
Enter: Annual Premium - Scheduled Jewelry - Second Carrier.
Enter: Annual Premium - Blanket Jewelry - Second Carrier.
Enter: Annual Premium - Blanket Jewelry - Second Carrier.
Enter: Annual Premium - Blanket Jewelry Detail - Second Carrier.
Enter: Annual Premium - Blanket Jewelry Detail - Second Carrier.
Enter: Annual Premium - Scheduled Jewelry In-Vault - Second Carrier.
Enter: Annual Premium - Scheduled Jewelry In-Vault - Second Carrier.
Enter: Annual Premium - Scheduled Fine Art - Second Carrier.
Enter: Annual Premium - Scheduled Fine Art - Second Carrier.
Enter: Annual Premium - Blanket Fine Art - Second Carrier.
Enter: Annual Premium - Blanket Fine Art - Second Carrier.
Enter: Annual Premium - Blanket Fine Art Detail - Second Carrier.
Enter: Annual Premium - Blanket Fine Art Detail - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Wine - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Wine - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Firearms - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Firearms - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Musical Instruments - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Musical Instruments - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Collectibles - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Collectibles - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Stamps/Coins - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Stamps/Coins - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Silver - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Silver - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Furs - Second Carrier.
Enter: Annual Premium - Scheduled/Blanket Furs - Second Carrier.
Enter: Toal Annual Valuable Articles Premium - Second Carrier.
Enter: Toal Annual Valuable Articles Premium - Second Carrier.
Credits and Discounts Section Titles

Enter: A title for the credits and discounts section of the valuable articles page.
Enter: A title for the credits and discounts section of the valuable articles page.
Enter: Name of the first carrier for the credits and discounts section.
Enter: Name of the first carrier for the credits and discounts section.
Enter: Name of the second carrier for the credits and discounts section.
Enter: Name of the second carrier for the credits and discounts section.
Enter: A title for the first credit or discount. (I.e. Central Station Fire Alarm)
Enter: A title for the first credit or discount. (I.e. Central Station Fire Alarm)
Enter: A title for the second credit or discount. (I.e. Central Station Burglar Alarm)
Enter: A title for the second credit or discount. (I.e. Central Station Burglar Alarm)
Enter: A title for the second credit or discount. (I.e. Central Station Burglar Alarm)
Enter: A title for the third credit or discount. (I.e. Home safe)
Enter: A title for the fourth credit or discount. (I.e. Homeowners Companion Credit)
Enter: A title for the fourth credit or discount. (I.e. Homeowners Companion Credit)
Enter: A title for the fifth credit or discount. (I.e. Appraisal discount)
Enter: A title for the fifth credit or discount. (I.e. Appraisal discount:)
Enter: A title for the sixth credit or discount. (I.e. Jewelry)
Enter: A title for the sixth credit or discount. (I.e. Jewelry)
Enter: A title for the seventh credit or discount. (I.e. Fine Art)
Enter: A title for the seventh credit or discount. (I.e. Fine Art)
First Carrier: Central Station Fire Alarm?
First Carrier: Central Station Fire Alarm?
- Yes
- No
First Carrier: Central Station Burglar Alarm?
First Carrier: Central Station Burglar Alarm?
- Yes
- No
First Carrier: Permanently Installed Home Safe?
First Carrier: Permanently Installed Home Safe?
- Yes
- No
First Carrier: Homeowners Companion Policy Credit?
First Carrier: Homeowners Companion Policy Credit?
- Yes
- No
First Carrier: Appraisal Discount?
First Carrier: Appraisal Discount?
- Yes
- No
First Carrier: Recent Jewelry Appraisals? (Less than two years old)
First Carrier: Recent Jewelry Appraisals? (Less than two years old)
- Yes
- No
First Carrier: Recent Fine Art Appraisals? (Less than five years old)
First Carrier: Recent Fine Art Appraisals? (Less than five years old)
- Yes
- No
Please click the box below to copy the credits and discounts from the first carrier to the second carrier.
Please click the box below to copy the credits and discounts from the first carrier to the second carrier.
- Click here
Second Carrier: Central Station Fire Alarm?
Second Carrier: Central Station Fire Alarm?
- Yes
- No
Second Carrier: Central Station Burglar Alarm?
Second Carrier: Central Station Burglar Alarm?
- Yes
- No
Second Carrier: Permanently Installed Home Safe?
Second Carrier: Permanently Installed Home Safe?
- Yes
- No
Second Carrier: Homeowners Companion Policy Credit?
Second Carrier: Homeowners Companion Policy Credit?
- Yes
- No
Second Carrier: Appraisal Discount?
Second Carrier: Appraisal Discount?
- Yes
- No
Second Carrier: Recent Jewelry Appraisals? (Less than two years old)
Second Carrier: Recent Jewelry Appraisals? (Less than two years old)
- Yes
- No
Second Carrier: Recent Fine Art Appraisals? (Less than five years old)
Second Carrier: Recent Fine Art Appraisals? (Less than five years old)
- Yes
- No
Enter notes for the valuable articles proposal below.
Enter notes for the valuable articles proposal below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Watercraft 1
Enter a title for the Watercraft page of this proposal.
Enter a title for the Watercraft page of this proposal.
What effective date would you like to use for this watercraft proposal? (I.e. February 22, 2022)
What effective date would you like to use for this watercraft proposal? (I.e. February 22, 2022)
Enter: Watercraft/Vessel Year, Make, Model and Length.
Enter: Watercraft/Vessel Year, Make, Model and Length.
What is the address of this watercraft's location?
What is the address of this watercraft's location?
Enter a title for the property coverages section of this proposal. (I.e. Property Coverages)
Enter a title for the property coverages section of this proposal. (I.e. Property Coverages)
Enter: First Proposed Carrier Name for the Watercraft
Enter: First Proposed Carrier Name for the Watercraft
Enter: Second Proposed Carrier Name for the Watercraft
Enter: Second Proposed Carrier Name for the Watercraft
Enter a description for the hull value coverage. (Ie. (Hull Value or Property Damage)
Enter a description for the hull value coverage. (I.e. (Hull Value or Property Damage)
Enter a description for personal property coverage. (Ie. Personal Property)
Enter a description for personal property coverage. (I.e. Personal Property)
Enter a description for the trailer coverage. (Ie. Trailer)
Enter a description for the trailer coverage. I.e. Trailer)
Enter a description for emergency towing and service coverage. (Ie. Emergency Towing & Service)
Enter a description for emergency towing and service coverage. (I.e. Emergency Towing & Service)
Enter a description for tender/dinghy coverage. (Ie. Tender/Dinghy)
Enter a description for tender/dinghy coverage. (I.e. Tender/Dinghy)
Enter: Hull value or property damage limit for the first carrier.
Enter: Hull value or property damage limit for the first carrier.
Enter: Personal property limit for the first carrier.
Enter: Personal property limit for the first carrier.
Enter: Trailer limit for the first carrier.
Enter: Trailer limit for the first carrier.
Enter: Emergency towing and service limit for the first carrier.
Enter: Emergency towing and service limit for the first carrier.
Enter: Tender/dinghy limit for the first carrier.
Enter: Tender/dinghy limit for the first carrier.
Enter: Hull value or property damage limit for the second carrier.
Enter: Hull value or property damage limit for the second carrier.
Enter: Personal property limit for the second carrier.
Enter: Personal property limit for the second carrier.
Enter: Trailer limit for the second carrier.
Enter: Trailer limit for the second carrier.
Enter: Emergency towing and service limit for the second carrier.
Enter: Emergency towing and service limit for the second carrier.
Enter: Tender/dinghy limit for the second carrier.
Enter: Tender/dinghy limit for the second carrier.
Enter a title for the liability coverage section of the watercraft page. (I.e. Liability Coverages)
Enter a title for the liability coverage section of the watercraft page. (I.e. Liability Coverages)
Enter a description for pollution and Indemnity coverage. (Ie. Pollution & Indemnity)
Enter a description for pollution and Indemnity coverage. I.e. Pollution & Indemnity)
Enter a description for uninsured boaters coverage. (Ie. Uninsured Boaters)
Enter a description for uninsured boaters coverage. (I.e. Uninsured Boaters)
Enter a description for medical payments coverage. (I.e. Medical Payments)
Enter a description for medical payments coverage. (I.e. Medical Payments)
Enter: Pollution & Indemnity limit for the first carrier.
Enter: Pollution & Indemnity limit for the first carrier.
Enter: Uninsured Boaters limit for the first carrier.
Enter: Uninsured Boaters limit for the first carrier.
Enter: Medical payments limit for the first carrier.
Enter: Medical payments limit for the first carrier.
Enter: Pollution & Indemnity limit for the second carrier.
Enter: Pollution & Indemnity limit for the second carrier.
Enter: Uninsured Boaters limit for the second carrier.
Enter: Uninsured Boaters limit for the second carrier.
Enter: Medical payments limit for the second carrier.
Enter: Medical payments limit for the second carrier.
Enter a title for the deductible(s) section of the watercraft page. (I.e. Deductible(s))
Enter a title for the deductible(s) section of the watercraft page. (I.e. Deductible(s))
Enter a description for the first deductible type for this watercraft. (I.e. Property Damage)
Enter a description for the first deductible type for this watercraft. (I.e. Property Damage)
Enter a description for the second deductible type for this watercraft. (I.e. Windstorm)
Enter a description for the second deductible type for this watercraft. (I.e. Windstorm)
Enter a description for the third deductible type for this watercraft. (I.e. Trailer)
Enter a description for the third deductible type for this watercraft. (I.e. Trailer)
Enter: First deductible type amount for the first carrier.
Enter: First deductible type amount for the first carrier.
Enter: Second deductible type amount for the first carrier.
Enter: Second deductible type amount for the first carrier.
Enter: Third deductible type amount for the first carrier.
Enter: Third deductible type amount for the first carrier.
Enter: First deductible type amount for the second carrier.
Enter: First deductible type amount for the second carrier.
Enter: Second deductible type amount for the second carrier.
Enter: Second deductible type amount for the second carrier.
Enter: Third deductible type amount for the second carrier.
Enter: Third deductible type amount for the second carrier.
Enter a title for the Additional Detail(s)/Coverages section of the watercraft page. (I.e. Additional Detail(s)/Coverages)
Enter a title for the Additional Detail(s)/Coverages section of the watercraft page. (I.e. Additional Detail(s)/Coverages)
Enter a description for the first additional detail/coverage for this watercraft. (I.e. Navigation Limits)
Enter a description for the first additional detail/coverage for this watercraft. (I.e. Navigation Limits)
Enter a description for the second additional detail/coverage for this watercraft. (I.e.Lay-up Period)
Enter a description for the second additional detail/coverage for this watercraft. (I.e.Lay-up Period)
Enter a description for the third additional detail/coverage for this watercraft. (I.e.Equipment Breakdown)
Enter a description for the third additional detail/coverage for this watercraft. (I.e.Equipment Breakdown)
Enter a description for the fourth additional detail/coverage for this watercraft.
Enter a description for the fourth additional detail/coverage for this watercraft.
Enter: Details or coverage amount for the first additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the first additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the second additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the second additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the third additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the third additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the fourth additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the fourth additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the first additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the first additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the second additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the second additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the third additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the third additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the fourth additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the fourth additional detail/coverage for the second carrier.
Enter a title for the first deductible option's annual premium. (I.e. Annual Premium)
Enter a title for the first deductible option's annual premium. (I.e. Annual Premium)
Enter a title for the second deductible option's annual premium. (I.e. $2,500 Deductible)
Enter a title for the second deductible option's annual premium. (I.e. $2,500 Deductible)
Enter a title for the third deductible option's annual premium. (I.e. $5,000 Deductible)
Enter a title for the third deductible option's annual premium. (I.e. $5,000 Deductible)
Enter the annual premium for the first deductible option for the first carrier.
Enter the annual premium for the first deductible option for the first carrier.
Enter the annual premium for the second deductible option for the first carrier.
Enter the annual premium for the second deductible option for the first carrier.
Enter the annual premium for the third deductible option for the first carrier.
Enter the annual premium for the third deductible option for the first carrier.
Enter the annual premium for the first deductible option for the second carrier.
Enter the annual premium for the first deductible option for the second carrier.
Enter the annual premium for the second deductible option for the second carrier.
Enter the annual premium for the second deductible option for the second carrier.
Enter the annual premium for the third deductible option for the second carrier.
Enter the annual premium for the third deductible option for the second carrier.
Type any notes or remarks regarding this Watercraft proposal below.
Type any notes or remarks regarding this Watercraft proposal below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Watercraft 2
Enter a title for the Watercraft page of this proposal.
Enter a title for the Watercraft page of this proposal.
What effective date would you like to use for this watercraft proposal? (I.e. February 22, 2022)
What effective date would you like to use for this watercraft proposal? (I.e. February 22, 2022)
Enter: Watercraft/Vessel Year, Make, Model and Length.
Enter: Watercraft/Vessel Year, Make, Model and Length.
What is the address of this watercraft's location?
What is the address of this watercraft's location?
Enter a title for the property coverages section of this proposal. (I.e. Property Coverages)
Enter a title for the property coverages section of this proposal. (I.e. Property Coverages)
Enter: First Proposed Carrier Name for the Watercraft
Enter: First Proposed Carrier Name for the Watercraft
Enter: Second Proposed Carrier Name for the Watercraft
Enter: Second Proposed Carrier Name for the Watercraft
Enter a description for the hull value coverage. (Ie. (Hull Value or Property Damage)
Enter a description for the hull value coverage. (I.e. (Hull Value or Property Damage)
Enter a description for personal property coverage. (Ie. Personal Property)
Enter a description for personal property coverage. (I.e. Personal Property)
Enter a description for the trailer coverage. (Ie. Trailer)
Enter a description for the trailer coverage. I.e. Trailer)
Enter a description for emergency towing and service coverage. (Ie. Emergency Towing & Service)
Enter a description for emergency towing and service coverage. (I.e. Emergency Towing & Service)
Enter a description for tender/dinghy coverage. (Ie. Tender/Dinghy)
Enter a description for tender/dinghy coverage. (I.e. Tender/Dinghy)
Enter: Hull value or property damage limit for the first carrier.
Enter: Hull value or property damage limit for the first carrier.
Enter: Personal property limit for the first carrier.
Enter: Personal property limit for the first carrier.
Enter: Trailer limit for the first carrier.
Enter: Trailer limit for the first carrier.
Enter: Emergency towing and service limit for the first carrier.
Enter: Emergency towing and service limit for the first carrier.
Enter: Tender/dinghy limit for the first carrier.
Enter: Tender/dinghy limit for the first carrier.
Enter: Hull value or property damage limit for the second carrier.
Enter: Hull value or property damage limit for the second carrier.
Enter: Personal property limit for the second carrier.
Enter: Personal property limit for the second carrier.
Enter: Trailer limit for the second carrier.
Enter: Trailer limit for the second carrier.
Enter: Emergency towing and service limit for the second carrier.
Enter: Emergency towing and service limit for the second carrier.
Enter: Tender/dinghy limit for the second carrier.
Enter: Tender/dinghy limit for the second carrier.
Enter a title for the liability coverage section of the watercraft page. (I.e. Liability Coverages)
Enter a title for the liability coverage section of the watercraft page. (I.e. Liability Coverages)
Enter a description for pollution and Indemnity coverage. (Ie. Pollution & Indemnity)
Enter a description for pollution and Indemnity coverage. I.e. Pollution & Indemnity)
Enter a description for uninsured boaters coverage. (Ie. Uninsured Boaters)
Enter a description for uninsured boaters coverage. (I.e. Uninsured Boaters)
Enter a description for medical payments coverage. (I.e. Medical Payments)
Enter a description for medical payments coverage. (I.e. Medical Payments)
Enter: Pollution & Indemnity limit for the first carrier.
Enter: Pollution & Indemnity limit for the first carrier.
Enter: Uninsured Boaters limit for the first carrier.
Enter: Uninsured Boaters limit for the first carrier.
Enter: Medical payments limit for the first carrier.
Enter: Medical payments limit for the first carrier.
Enter: Pollution & Indemnity limit for the second carrier.
Enter: Pollution & Indemnity limit for the second carrier.
Enter: Uninsured Boaters limit for the second carrier.
Enter: Uninsured Boaters limit for the second carrier.
Enter: Medical payments limit for the second carrier.
Enter: Medical payments limit for the second carrier.
Enter a title for the deductible(s) section of the watercraft page. (I.e. Deductible(s))
Enter a title for the deductible(s) section of the watercraft page. (I.e. Deductible(s))
Enter a description for the first deductible type for this watercraft. (I.e. Property Damage)
Enter a description for the first deductible type for this watercraft. (I.e. Property Damage)
Enter a description for the second deductible type for this watercraft. (I.e. Windstorm)
Enter a description for the second deductible type for this watercraft. (I.e. Windstorm)
Enter a description for the third deductible type for this watercraft. (I.e. Trailer)
Enter a description for the third deductible type for this watercraft. (I.e. Trailer)
Enter: First deductible type amount for the first carrier.
Enter: First deductible type amount for the first carrier.
Enter: Second deductible type amount for the first carrier.
Enter: Second deductible type amount for the first carrier.
Enter: Third deductible type amount for the first carrier.
Enter: Third deductible type amount for the first carrier.
Enter: First deductible type amount for the second carrier.
Enter: First deductible type amount for the second carrier.
Enter: Second deductible type amount for the second carrier.
Enter: Second deductible type amount for the second carrier.
Enter: Third deductible type amount for the second carrier.
Enter: Third deductible type amount for the second carrier.
Enter a title for the Additional Detail(s)/Coverages section of the watercraft page. (I.e. Additional Detail(s)/Coverages)
Enter a title for the Additional Detail(s)/Coverages section of the watercraft page. (I.e. Additional Detail(s)/Coverages)
Enter a description for the first additional detail/coverage for this watercraft. (I.e. Navigation Limits)
Enter a description for the first additional detail/coverage for this watercraft. (I.e. Navigation Limits)
Enter a description for the second additional detail/coverage for this watercraft. (I.e.Lay-up Period)
Enter a description for the second additional detail/coverage for this watercraft. (I.e.Lay-up Period)
Enter a description for the third additional detail/coverage for this watercraft. (I.e.Equipment Breakdown)
Enter a description for the third additional detail/coverage for this watercraft. (I.e.Equipment Breakdown)
Enter a description for the fourth additional detail/coverage for this watercraft.
Enter a description for the fourth additional detail/coverage for this watercraft.
Enter: Details or coverage amount for the first additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the first additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the second additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the second additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the third additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the third additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the fourth additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the fourth additional detail/coverage for the first carrier.
Enter: Details or coverage amount for the first additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the first additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the second additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the second additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the third additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the third additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the fourth additional detail/coverage for the second carrier.
Enter: Details or coverage amount for the fourth additional detail/coverage for the second carrier.
Enter a title for the first deductible option's annual premium. (I.e. Annual Premium)
Enter a title for the first deductible option's annual premium. (I.e. Annual Premium)
Enter a title for the second deductible option's annual premium. (I.e. $2,500 Deductible)
Enter a title for the second deductible option's annual premium. (I.e. $2,500 Deductible)
Enter a title for the third deductible option's annual premium. (I.e. $5,000 Deductible)
Enter a title for the third deductible option's annual premium. (I.e. $5,000 Deductible)
Enter the annual premium for the first deductible option for the first carrier.
Enter the annual premium for the first deductible option for the first carrier.
Enter the annual premium for the second deductible option for the first carrier.
Enter the annual premium for the second deductible option for the first carrier.
Enter the annual premium for the third deductible option for the first carrier.
Enter the annual premium for the third deductible option for the first carrier.
Enter the annual premium for the first deductible option for the second carrier.
Enter the annual premium for the first deductible option for the second carrier.
Enter the annual premium for the second deductible option for the second carrier.
Enter the annual premium for the second deductible option for the second carrier.
Enter the annual premium for the third deductible option for the second carrier.
Enter the annual premium for the third deductible option for the second carrier.
Type any notes or remarks regarding this Watercraft proposal below.
Type any notes or remarks regarding this Watercraft proposal below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Umbrella / Excess Liability
Enter a title for the Excess Liability page of this proposal.
Enter a title for the Excess Liability page of this proposal.
What effective date would you like to use for this excess liability/umbrella proposal? (I.e. February 22, 2022)
What effective date would you like to use for this excess liability/umbrella proposal? (I.e. February 22, 2022)
Enter a title for the liability coverages section of this proposal. (I.e. Liability Coverages)
Enter a title for the liability coverages section of this proposal. (I.e. Liability Coverages)
Enter: First Proposed Carrier Name for the Excess Liability/Umbrella page.
Enter: First Proposed Carrier Name for the Excess Liability/Umbrella page.
Enter: Second Proposed Carrier Name for the Excess Liability/Umbrella page.
Enter: Second Proposed Carrier Name for the Excess Liability/Umbrella page.
Enter: A description for the bodily injury and property damage coverage. (I.e. Bodily Injury and Property Damage)
Enter: A description for the bodily injury and property damage coverage. (I.e. Bodily Injury and Property Damage)
Enter: A description for the excess uninsured/underinsured motorist coverage. (I.e. Excess Uninsured/Underinsured Motorist)
Enter: A description for the excess uninsured/underinsured motorist coverage. (I.e. Excess Uninsured/Underinsured Motorist)
Enter: A description for the uninsured/underinsured coverage. (I.e. Uninsured/Underinsured)
Enter: A description for the uninsured/underinsured coverage. (I.e. Uninsured/Underinsured)
Enter: A description for the employers practices liability coverage. (I.e. Employers Practices LIability)
Enter: A description for the employers practices liability coverage. (I.e. Employers Practices LIability)
Enter: A description for the annual aggregate limit for the employment practices liability coverage. (I.e. Annual Aggregate)
Enter: A description for the annual aggregate limit for the employment practices liability coverage. (I.e. Annual Aggregate)
Enter: A description for the per wrongful employment act for the employment practices liability coverage. (I.e. EPL Per Wrongful Employment Act)
Enter: A description for the per wrongful employment act for the employment practices liability coverage. (I.e. EPL Per Wrongful Employment Act)
Enter: A description for the employment practices liability deductible. (I.e. EPL Deductible)
Enter: A description for the employment practices liability deductible. (I.e. EPL Deductible)
Enter: A description for the total annual premium for the umbrella policy. (I.e. Annual Premium)
Enter: A description for the total annual premium for the umbrella policy. (I.e. Annual Premium)
Enter: Bodily Injury & Property Damage limit for the first carrier.
Enter: Bodily Injury & Property Damage limit for the first carrier.
Enter: Excess Uninsured/Underinsured Motorist limit for the first carrier.
Enter: Excess Uninsured/Underinsured Motorist limit for the first carrier.
Enter: Uninsured/Underinsured limit for the first carrier.
Enter: Uninsured/Underinsured limit for the first carrier.
Enter: Employment Practices Liability included or no coverage description for the first carrier. (I.e. Included or No Coverage)
Enter: Employment Practices Liability included or no coverage description for the first carrier. (I.e. Included or No Coverage)
Enter: Employment Practices Liability annual aggregate limit for the first carrier.
Enter: Employment Practices Liability annual aggregate limit for the first carrier.
Enter: Employment Practices Liability per wrongful employment act limit for the first carrier.
Enter: Employment Practices Liability per wrongful employment act limit for the first carrier.
Enter: Employment Practices Liability deductible for the first carrier.
Enter: Employment Practices Liability deductible for the first carrier.
Enter: The total annual excess liability/umbrella premium for the first carrier.
Enter: The total annual excess liability/umbrella premium for the first carrier.
Click the box below to copy the coverage information entered for the first carrier over to the second carrier.
Click the box below to copy the coverage information entered for the first carrier over to the second carrier.
- Click here
Enter: Bodily Injury & Property Damage limit for the second carrier.
Enter: Bodily Injury & Property Damage limit for the second carrier.
Enter: Excess Uninsured/Underinsured Motorist limit for the second carrier.
Enter: Excess Uninsured/Underinsured Motorist limit for the second carrier.
Enter: Uninsured/Underinsured limit for the second carrier.
Enter: Uninsured/Underinsured limit for the second carrier.
Enter: Employment Practices Liability included or no coverage description for the second carrier. (I.e. Included or No Coverage)
Enter: Employment Practices Liability included or no coverage description for the second carrier. (I.e. Included or No Coverage)
Enter: Employment Practices Liability annual aggregate limit for the second carrier.
Enter: Employment Practices Liability annual aggregate limit for the second carrier.
Enter: Employment Practices Liability per wrongful employment act limit for the second carrier.
Enter: Employment Practices Liability per wrongful employment act limit for the second carrier.
Enter: Employment Practices Liability deductible for the second carrier.
Enter: Employment Practices Liability deductible for the second carrier.
Enter: The total annual excess liability/umbrella premium for the second carrier.
Enter: The total annual excess liability/umbrella premium for the second carrier.
Enter: A title for the "Coverage Options" section of the Excess Liability/Umbrella page. (I.e. Coverage Options)
Enter: A title for the "Coverage Options" section of the Excess Liability/Umbrella page. (I.e. Coverage Options)
Enter: A description of the first coverage option for the Excess Liability/Umbrella page. (I.e. Annual Premium for $5,000,000)
Enter: A description of the first coverage option for the Excess Liability/Umbrella page. (I.e. Annual Premium for $5,000,000)
Enter: A description of the second coverage option for the Excess Liability/Umbrella page. (I.e. Annual Premium for $10,000,000)
Enter: A description of the second coverage option for the Excess Liability/Umbrella page. (I.e. Annual Premium for $10,000,000)
Enter: A description of the third coverage option for the Excess Liability/Umbrella page. (I.e. Annual Premium for $15,000,000)
Enter: A description of the third coverage option for the Excess Liability/Umbrella page. (I.e. Annual Premium for $15,000,000)
Enter: The annual premium for the first coverage option with the first carrier.
Enter: The annual premium for the first coverage option with the first carrier.
Enter: The annual premium for the second coverage option with the first carrier.
Enter: The annual premium for the second coverage option with the first carrier.
Enter: The annual premium for the third coverage option with the first carrier.
Enter: The annual premium for the third coverage option with the first carrier.
Enter: The annual premium for the first coverage option with the second carrier.
Enter: The annual premium for the first coverage option with the second carrier.
Enter: The annual premium for the second coverage option with the second carrier.
Enter: The annual premium for the second coverage option with the second carrier.
Enter: The annual premium for the third coverage option with the second carrier.
Enter: The annual premium for the third coverage option with the second carrier.
Enter: A title for the "Covered Exposures" section of the Excess Liability/Umbrella page. (I.e. Covered Exposures)
Enter: A title for the "Covered Exposures" section of the Excess Liability/Umbrella page. (I.e. Covered Exposures)
Enter: A description for the "Covered Locations" row in the Covered Exposures table. (I.e. Covered Locations)
Enter: A description for the "Covered Locations" row in the Covered Exposures table. (I.e. Covered Locations)
Enter: A description for the "Covered Automobiles" row in the Covered Exposures table. (I.e. Automobiles)
Enter: A description for the "Covered Automobiles" row in the Covered Exposures table. (I.e. Automobiles)
Enter: A description for the "Covered Watercraft" row in the Covered Exposures table. (I.e. Watercraft)
Enter: A description for the "Covered Watercraft" row in the Covered Exposures table. (I.e. Watercraft)
Enter: A description for the "Covered Recreational Vehicles" row in the Covered Exposures table. (I.e. Recreational Vehicles)
Enter: A description for the "Covered Recreational Vehicles" row in the Covered Exposures table. (I.e. Recreational Vehicles)
Enter: A description for the "Covered Drivers" row in the Covered Exposures table. (I.e. Drivers)
Enter: A description for the "Covered Drivers" row in the Covered Exposures table. (I.e. Drivers)
Enter: A description for the "Domestic Employees" row in the Covered Exposures table. (I.e. Domestic Employees)
Enter: A description for the "Domestic Employees" row in the Covered Exposures table. (I.e. Domestic Employees)
Enter: The number of covered locations for the first carrier.
Enter: The number of covered locations for the first carrier.
Enter: The number of covered automobiles for the first carrier.
Enter: The number of covered automobiles for the first carrier.
Enter: The number of covered watercraft for the first carrier.
Enter: The number of covered watercraft for the first carrier.
Enter: The number of covered recreational vehicles for the first carrier.
Enter: The number of covered recreational vehicles for the first carrier.
Enter: The number of covered drivers for the first carrier.
Enter: The number of covered drivers for the first carrier.
Enter: The number of covered domestic employees for the first carrier.
Enter: The number of covered domestic employees for the first carrier.
Click the box below to copy the coverage information entered for the first carrier over to the second carrier.
Click the box below to copy the coverage information entered for the first carrier over to the second carrier.
- Click here
Enter: The number of covered locations for the second carrier.
Enter: The number of covered locations for the second carrier.
Enter: The number of covered automobiles for the second carrier.
Enter: The number of covered automobiles for the second carrier.
Enter: The number of covered watercraft for the second carrier.
Enter: The number of covered watercraft for the second carrier.
Enter: The number of covered recreational vehicles for the second carrier.
Enter: The number of covered recreational vehicles for the second carrier.
Enter: The number of covered drivers for the second carrier.
Enter: The number of covered drivers for the second carrier.
Enter: The number of covered domestic employees for the second carrier.
Enter: The number of covered domestic employees for the second carrier.
Please enter notes and remarks for the umbrella policy below.
Please enter notes and remarks for the umbrella policy below.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.
Premium Summary
Enter a title for the Premium Summary page of this proposal.
Enter a title for the Premium Summary page of this proposal.
What effective date would you like to show on the premium summary page, if any? (I.e. February 22, 2022)
What effective date would you like to show on the premium summary page, if any? (I.e. February 22, 2022)
Enter: First Proposed Carrier Name for the Premium Summary page.
Enter: First Proposed Carrier Name for the Premium Summary page.
Enter: Second Proposed Carrier Name for the Premium Summary page.
Enter: Second Proposed Carrier Name for the Premium Summary page.
Click the box below to copy policy descriptions and annual premiums from this proposal into the premium summary table.
Click the box below to copy policy descriptions and annual premiums from this proposal into the premium summary table.
- Click here
Enter a title for the property section of the premium summary page. (I.e. Property)
Enter a title for the property section of the premium summary page. (I.e. Property)
Enter a description for home location 1.
Enter a description for home location 1.
Enter: First Proposed Carrier Premium for Home Location 1.
Enter: First Proposed Carrier Premium for Home Location 1.
Enter: Second Proposed Carrier Premium for Home Location 1 Premium.
Enter: Second Proposed Carrier Premium for Home Location 1 Premium.
Enter a description for home location 2.
Enter a description for home location 2.
Enter: First Proposed Carrier Premium for Home Location 2.
Enter: First Proposed Carrier Premium for Home Location 2.
Enter: Second Proposed Carrier Premium for Home Location 2.
Enter: Second Proposed Carrier Premium for Home Location 2.
Enter a description for home location 3.
Enter a description for home location 3.
Enter: First Proposed Carrier Premium for Home Location 3.
Enter: First Proposed Carrier Premium for Home Location 3.
Enter: Second Proposed Carrier Premium for Home Location 3 Premium.
Enter: Second Proposed Carrier Premium for Home Location 3 Premium.
Enter a description for home location 4.
Enter a description for home location 4.
Enter: First Proposed Carrier Premium for Home Location 4.
Enter: First Proposed Carrier Premium for Home Location 4.
Enter: Second Proposed Carrier Premium for Home Location 4.
Enter: Second Proposed Carrier Premium for Home Location 4.
Enter a description for home location 5.
Enter a description for home location 5.
Enter: First Proposed Carrier Premium for Home Location 5.
Enter: First Proposed Carrier Premium for Home Location 5.
Enter: Second Proposed Carrier Premium for Home Location 5.
Enter: Second Proposed Carrier Premium for Home Location 5.
Enter a description for the valuable articles section.
Enter a description for the valuable articles section.
Enter the rating location for the valuable articles coverage.
Enter the rating location for the valuable articles coverage.
Enter: First Proposed Carrier Valuable Articles Premium.
Enter: First Proposed Carrier Valuable Articles Premium.
Enter: Second Proposed Carrier Valuable Articles Premium.
Enter: Second Proposed Carrier Valuable Articles Premium.
Enter a description for the automobile policy.
Enter a description for the automobile policy.
Enter the registration state for the first automobile policy.
Enter the registration state for the first automobile policy.
Enter: First Proposed Carrier Automobile Premium for the first automobile policy.
Enter: First Proposed Carrier Automobile Premium for the first automobile policy.
Enter: Second Proposed Carrier Automobile Premium for the first automobile policy.
Enter: Second Proposed Carrier Automobile Premium for the first automobile policy.
Enter the registration state for the second automobile policy.
Enter the registration state for the second automobile policy.
Enter: First Proposed Carrier Automobile Premium for the second automobile policy.
Enter: First Proposed Carrier Automobile Premium for the second automobile policy.
Enter: Second Proposed Carrier Automobile Premium for the second automobile policy.
Enter: Second Proposed Carrier Automobile Premium for the second automobile policy.
Enter a description for the watercraft policy.
Enter a description for the watercraft policy.
Enter a description of the vessel for the first watercraft policy. (I.e. 2005 Boston Whaler 32')
Enter a description of the vessel for the first watercraft policy. (I.e. 2005 Boston Whaler 32')
Enter: First Proposed Carrier Watercraft Premium.
Enter: First Proposed Carrier Watercraft Premium.
Enter: Second Proposed Carrier Watercraft Premium.
Enter: Second Proposed Carrier Watercraft Premium.
Enter a description of the vessel for the second watercraft policy. (I.e. 2005 Boston Whaler 32')
Enter a description of the vessel for the second watercraft policy. (I.e. 2005 Boston Whaler 32')
Enter: Second Watercraft Policy, First Proposed Carrier Watercraft Premium.
Enter: Second Watercraft Policy, First Proposed Carrier Watercraft Premium.
Enter: Second Watercraft Policy, Second Proposed Carrier Watercraft Premium.
Enter: Second Watercraft Policy, Second Proposed Carrier Watercraft Premium.
Enter a description for the recreational vehicle section for the premium summary page..
Enter a description for the recreational vehicle section for the premium summary page..
Enter the registration state for the first recreational vehicle policy.
Enter the registration state for the first recreational vehicle policy.
Enter: First Proposed Carrier Premium for the first Recreational Vehicle Policy.
Enter: First Proposed Carrier Premium for the first Recreational Vehicle Policy.
Enter: Second Proposed Carrier Premium for the first Recreational Vehicle Policy.
Enter: Second Proposed Carrier Premium for the first Recreational Vehicle Policy.
Enter the registration state for the second Recreational Vehicle policy.
Enter the registration state for the second Recreational Vehicle policy.
Enter: First Proposed Carrier Premium for the second Recreational Vehicle Policy.
Enter: First Proposed Carrier Premium for the second Recreational Vehicle Policy.
Enter: Second Proposed Carrier Premium for the second Recreational Vehicle Policy.
Enter: Second Proposed Carrier Premium for the second Recreational Vehicle Policy.
Enter a description for the personal umbrella/excess liability policy.
Enter a description for the personal umbrella/excess liability policy.
Enter the proposed coverage limit for the umbrella/excess liability policy.
Enter the proposed coverage limit for the umbrella/excess liability policy.
Enter: First Proposed Carrier Umbrella Premium.
Enter: First Proposed Carrier Umbrella Premium.
Enter: Second Proposed Carrier Umbrella Premium.
Enter: Second Proposed Carrier Umbrella Premium.
Enter: A description for the total annual premium row. (I.e. Total Annual Premium)
Enter: A description for the total annual premium row. (I.e. Total Annual Premium)
Enter: First Carrier Total Annual Premium
Enter: First Carrier Total Annual Premium
Enter: Second Carrier Total Annual Premium
Enter: Second Carrier Total Annual Premium
Please enter any notes you would like to appear on the Premium Summary page.
Please enter any notes you would like to appear on the Premium Summary page.
Please enter a disclaimer and/or carrier rating.
Please enter a disclaimer and/or carrier rating.

Spencer Houldin

President

Spencer M. Houldin is President of Ericson Insurance Services. He has over thirty years of experience as a personal insurance advisor and leads Ericson’s personal insurance division.

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Personal Insurance Side by Side Proposal Database

Home Location 1

Home Location 1 Profile

Home Location 2

Home Location 2 Profile

Automobile

Vehicle Liability Coverage Titles (Editable)

Vehicle Property Coverage Titles (Editable)

Recreational Vehicle

Vehicle Liability Coverage Titles (Editable)

Vehicle Property Coverage Titles (Editable)

Valuable Articles

Valuable Articles Row Titles

Credits and Discounts Section Titles

Watercraft 1

Watercraft 2

Umbrella / Excess Liability

Premium Summary

Spencer Houldin

RiskRevu^TM Newsletter

Contact

Personal Insurance Side by Side Proposal Database

Home Location 1

Home Location 1 Profile

Home Location 2

Home Location 2 Profile

Automobile

Vehicle Liability Coverage Titles (Editable)

Vehicle Property Coverage Titles (Editable)

Recreational Vehicle

Vehicle Liability Coverage Titles (Editable)

Vehicle Property Coverage Titles (Editable)

Valuable Articles

Valuable Articles Row Titles

Credits and Discounts Section Titles

Watercraft 1

Watercraft 2

Umbrella / Excess Liability

Premium Summary

Spencer Houldin

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RiskRevuTM Newsletter

Contact

RiskRevu^TM Newsletter