- What is your first name? * 
- What is your last name? * 
- What is your email address? * - 
                            
                         
- What is your occupation and employer name? * 
- What is your date of birth? * - 
                            
                            MM slash DD slash YYYY
                         
- What is your marital status? * 
- What is your spouse's name? * 
- What is their occupation & employer name? * 
- What is their date of birth? * - 
                            
                            MM slash DD slash YYYY
                         
- Primary Residence Risk Management
- Please enter your primary home address. * 
- What type of residence is this? 
- Do you have any full time domestic employees at this location? (Ie. Nanny, chauffeur, chef, gardener, etc...) * 
- How many full time domestic employees do you have? 
- Do any of the full time domestic employees work 5 days per week at the residence year round? 
- Do any of the full time domestic employees live at the residence year round? 
- Do you have any part time domestic employees at this location? (Ie. Nanny, chauffeur, chef, gardener, etc...) 
- How many part time domestic employees do you have? 
- Please enter the following information for each domestic employee. 
- Is there a safe on premises? * 
- Is the safe permanently mounted with a burglary resistive U.L. rating? * 
- Does the safe weigh at least 750 lbs or more? * 
- Does the safe have a TRTL/TL30 (Torch Resistance/Tool Latency) security rating or equivalent? * 
- Is your safe connected to the alarm system? * 
- Is there more than one safe? * 
- Is there an alarm system in this residence? * 
- Alarm System Information
- Does your alarm system monitor for smoke/fire? * 
- What type of monitoring does your alarm system have for smoke/fire? * 
- Does your alarm system monitor for break-ins/burglary? * 
- What type of monitoring does your alarm system have for break-ins/burglary? * 
- Is the alarm system activated when the signal is interrupted? 
- Does the alarm system include radio or cellular communication in addition to a phone line direct dialer? 
- Other Security Measures
- Is your primary residence located in a gated community? 
- Is vehicle access limited to entrances controlled by guards or locked gates at all times? 
- Is proper identification required to enter your community? 
- Are visitors to your community announced? 
- Does your burglar alarm alert a 24-hour patrol service to dispatch a guard to your residence? 
- Other Residence Information:
- Do you own or regularly use any other residences? * 
- How many other residences do you own or use regularly? * 
- Secondary Residence
- What is the address of the secondary residence?  
- What type of property is the secondary residence? 
- Does this property have a centrally monitored alarm system? 
- Please select the active components of your alarm system. 
- What are the other active components of your alarm system? 
- How often do you use this residence? 
- Is there a safe on premises? * 
- Is the safe permanently mounted with a burglary resistive U.L. rating? * 
- Does the safe weigh at least 750 lbs or more? * 
- Does the safe have a TRTL/TL30 (Torch Resistance/Tool Latency) security rating or equivalent? * 
- Is your safe connected to the alarm system? * 
- Is there more than one safe? * 
- Third Residence
- What is the address of this residence? 
- What type of property is this residence? 
- Does this property have a centrally monitored alarm system? 
- Please select the active components of your alarm system. 
- What are the other active components of your alarm system? 
- How often do you use this residence? 
- Fourth Residence
- What is the address of this residence?  
- What type of property is this residence? 
- Does this property have a centrally monitored alarm system? 
- Please select the active components of your alarm system. 
- What are the other active components of your alarm system? 
- How often do you use this residence? 
- Fifth Residence
- What is the address of this residence? 
- What type of property is this residence? 
- Does this property have a centrally monitored alarm system? 
- Please select the active components of your alarm system. 
- What are the other active components of your alarm system? 
- How often do you use this residence? 
- Condominiums, Cooperatives, and Renters
- Are the building entrances manned at all times?  
- Are the building entrances locked and secured by either a central station or direct burglar alarm or closed circuit TV camera(s) which is monitored 24-hours a day? 
- Are there any elevators in your building? 
- Please select the correct option to describe the elevator(s) in your building. 
- Collections Risk Management
- Please select the collection types you would like to provide risk management information about. * 
- Jewelry
- What is the approximate value of the jewelry regularly worn? * 
- Do you own any items with a value of $100,000 or more? * 
- Where is your jewelry kept when it is not being worn? (Select all that apply) * 
- What is the manufacturer and model name of your safe? 
- What is the serial number of your safe? 
- What percentage of your jewelry collection is kept in your safe? 
- What percentage of your jewelry collection is kept in the bank vault? 
- Is the jewelry that is normally stored in the bank vault out of the vault for less than 30 days per year? 
- When did you last have any of your jewelry items appraised? 
- Is any portion of your jewelry collection stored at another residence or location besides your primary home? 
- What is the approximate value of the jewelry kept at another location? (Ex. $10,000) 
- Do you bring jewelry with you when you travel? * 
- What is the average value of jewelry taken while traveling? * 
- Is jewelry worn or kept in sight at all times during travel? * 
- Please share what security measures are utilized when traveling with jewelry: (Select all that apply) * 
- What other security measures are utilized when you travel with jewelry? * 
- What is the average number of weeks you spend traveling per year? * 
- Fine Art
- Do you have a secondary residence where you store scheduled fine art?  
- What is the approximate value of scheduled fine arts kept at your secondary residence? 
- Do you store any scheduled fine art in a storage facility? 
- What is the name of the storage facility? 
- What is the address of the storage facility?  
- Are any of your scheduled fine arts ever loaned to galleries or museums? 
- Do you obtain certificates of insurance from the gallery or museum you loan your art to showing "wall to wall" coverage for your art? 
- Please identify the items, describe the location of the loan, and enter the length of the loans below.  
- Are any of your scheduled fine arts ever consigned to a gallery or auction house to sell? 
- Do you obtain certificates of insurance from the gallery or auction house showing "wall to wall" coverage for your art while it is in their care, custody or control? 
- Please provide a description of the items what are being consigned to a gallery or auction house. 
- What is the name of the gallery/auction house? 
- What is the address of the gallery/auction house where your fine art will be located during this consignment? 
- Wine
- How many bottles do you have in your wine collection?  
- What is the total value of your wine collection? (Approximate) 
- How much is your most expensive bottle? 
- Do you keep your wine in a temperature/humidity controlled space? 
- Do you keep any of your wine in a wine storage facility? 
- Select the security measures of your wine storage facility.  
- What is the name of the wine storage facility you use? 
- What is the address of the wine storage facility? 
- Firearms
- How many firearms do you have in your collection? 
- What is the total value of your gun collection? 
- How much is your most expensive firearm? 
- What are your firearms used for? (Select all that apply) 
- What other uses do your firearms have? 
- Where are your firearms stored? (Select all that apply) 
- Please enter the other location(s) your firearms are stored. 
- How often are your firearms used? 
- Who has access to your firearms? 
- Comments
- Enter any questions or comments below.  
- Disclaimer: This online questionnaire is a tool used to gather information. It is not an application for insurance. No insurance coverage will be bound or put into effect by submitting this form.
 
 Consumer disclosure: By checking the box below you authorize the Agency who supplied this form to you to contact you via phone, email, and text messaging; to save and share with business partners the information you provided; to obtain consumer reports that may include credit-based reports (where legally allowed), public records, claims history, and driving records so that they can give you accurate insurance quotes.
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