Risk Review Renewal Questionnaires Digital Forms Quote Insurance Quotes Homeowners insurance quote

RiskRevu Digital Forms Overview


The following is a list of the forms currently available with a RiskRevu account.  Our digital forms library is continuing to expand.  Check back frequently for updates to the list.  These forms can be sent to clients or used as a guide during a phone conversation.

RENEWAL QUESTIONNAIRES:

  1. Annual Personal Risk Evaluation – This form allows a client to build their own renewal questionnaire. They can choose to complete questions from 6 different sections including: Home, Second Home, Valuable Articles, Automobile, Liability and Life Events. 
  2. Automobile Evaluation – Clients may just want to review their automobile insurance or that is all they have insurance for. This form is a renewal questionnaire that will ask pertinent questions about their automobile insurance.
  3. Business Risk Evaluation – This form gathers information about risk exposures a business has with respect to general operations, real property, commercial automobiles,  staffing, as well as obtain coverage preferences from a client. This form was designed to be used as part of the commercial insurance renewal process.
  4. Condominium/Cooperative Evaluation – Clients may just want to review their Condominium / Cooperative insurance or that is all they have insurance for. This form is a renewal questionnaire that will ask pertinent questions about their condominium / cooperative.
  5. Flood Risk Evaluation – Send this form to clients to help them evaluate their risk of flooding at home and verify several rating factors for a personal flood insurance policy.
  6. Homeowners Evaluation – Clients may just want to review their home insurance or that is all they have insurance for. This form is a renewal questionnaire that will ask pertinent questions about their home. 
  7. Personal Insurance Moving Risk Evaluation – Send this form to a client to obtain information about a move from one residence to another. It will help identify exposures during transit that need attention.
  8. Personal Liability Evaluation – Clients may just want to review their liability insurance. This form is a renewal questionnaire that will ask pertinent questions about their liability exposures.
  9. Residential Automatic Water Shut Off Valve Evaluation – Use this form to obtain information about a residence’s plumbing system to assist with the recommendation of an automatic water shut off valve.
  10. Residential Wood Burning Stove Evaluation – This form is used to gather information on how a wood burning stove is installed to ensure compliance with carrier guidelines.
  11. Valuable Articles Evaluation – Clients may just want to review their valuable articles insurance or that is all they have insurance for. This form is a renewal questionnaire that will ask pertinent questions about their valuable articles.
  12. Valuable Collections Risk Evaluation – Share this form with a client to gather detailed information about their jewelry and art collections. It will help identify exposures to risk and risk management techniques that could be utilized.

NEW POLICY QUOTE FORMS:

  1. Aircraft Insurance Form – Collect information needed to obtain a quote for Aircraft Insurance for your clients.
  2. Aircraft Pilot Form – This form will gather pilot experience information needed to quote new aircraft insurance or to add a pilot to an existing policy.
  3. Automobile Insurance Form – Collect information needed to obtain a quote for Automobile insurance for your clients.
  4. Business Cyber Liability Form – Collect information needed to obtain a quote for Business Cyber Liability insurance for your clients.
  5. Business Owners Insurance Form – Collect information needed to obtain a quote for Business Owners insurance for your clients.
  6. Collector Car Insurance Form – Collect information needed to obtain a quote for Collector Car Insurance for your clients.
  7. Condominium / Cooperative Insurance Form – Collect information needed to obtain a quote for Condominium / Cooperative insurance for your clients.
  8. Farm Package Policy Form – Collect information needed to obtain a quote for Farm Insurance.
  9. Group Personal Excess Liability – Employment Practices Request Form – Collect information needed to complete an employment practices liability questionnaire as part of a group excess policy.
  10. Group Personal Excess Liability – High Limit Request Form – Collect information needed to complete a high limit questionnaire as part of a group excess policy.
  11. Group Health Insurance Form – Collect information needed to obtain a quote for Group Health insurance for your clients.
  12. Health Insurance Form – Collect information needed to obtain a quote for Health insurance for your clients.
  13. High Hazard Flood Zone Insurance Form – Collect information needed to obtain a quote for High Hazard Flood Zone insurance for your clients.
  14. Homeowners Insurance Basic Form – Collect basic information needed to obtain a quote for Homeowners insurance for your clients.
  15. Homeowners Insurance California Form – Collect information needed to obtain a quote for Homeowners insurance for a home in California.
  16. Homeowners Insurance Comprehensive Form – Collect detailed information needed to obtain a quote for Homeowners insurance for your clients.
  17. Individual Life Insurance Form – Collect information needed to obtain a quote for Life insurance for your clients.
  18. Motorcycle Insurance Form – Collect information needed to obtain a quote for Motorcycle insurance for your clients.
  19. Personal Excess Liability/Umbrella Insurance Form – Collect information needed to obtain a quote for Umbrella insurance for your clients.
  20. Personal Insurance Package Policy Form – This is a comprehensive form that can collect information needed to quote all or any of the following lines of business all in the same form. Home, Condominium/Cooperative, Renters, Valuable Articles, Automobile, and Excess Liability.
  21. Personal Insurance Package Policy – Multiple Homes – This is a comprehensive form that can collect information needed to quote all or any of the following lines of business all in the same form. Up to three Homes, Condominium/Cooperative, Renters, Valuable Articles, Automobile, and Excess Liability.
  22. Preferred Flood Insurance Form – Collect information needed to obtain a quote for Preferred Flood insurance for your clients.
  23. Renters Insurance Form -Collect information needed to obtain a quote for Renters insurance for your clients.
  24. Residential Construction/Renovation Insurance Form – Collect information needed to obtain a quote for Residential Construction/Renovation Insurance for your clients.
  25. Surety Bond Form – Collect information need to obtain a quote for a surety bond for your clients.
  26. Travel Insurance Form – Collect information needed to obtain a quote for Travel/Trip Cancellation insurance for your clients.
  27. Valuable Articles Insurance Form – Collect information needed to obtain a quote for Valuable Articles insurance for your clients.
  28. Watercraft Insurance Form – Collect information needed to obtain a quote for Watercraft insurance for your clients

SERVICE RELATED FORMS:

  1. Agent/Broker Change – Authorization Form (BOR) – Collect information needed to create a Broker of Record letter.
  2. Commercial Certificate of Insurance Request Form – This form can be sent to a client who needs a commercial certificate of insurance. It collects the information needed for a commercial insurance professional to create a certificate of insurance for their client.
  3. Contact Information Update Form – Send this form to a client to allow them to provide updates to their contact information (e.g. Phone numbers, email addresses and additional contacts).
  4. Customer Experience Feedback Form (NPS) – Use this form to gather the information needed to calculate a Net Promoter Score for your agency. 
  5. Legal Entity Information Form – This form can be sent to a client who placed their home or other asset into an asset protection entity (e.g. LLC, Trust, etc…). It will gather information about that entity to share with an underwriter.
  6. Mortgage Closing Insurance Verification Request – Lender Form  – This form can be sent to a lender/bank/mortgage broker to gather mortgagee name and address and loan number along with other details about the closing that may impact the insurance.
  7. New Vehicle Information Dealer Form – Send this form to a dealer to collect information about a new vehicle your client is purchasing or leasing.
  8. New Vehicle Information Client Form – This form is for clients to complete when they are purchasing or leasing a new vehicle.
  9. Personal Automobile Coverage Suspension Request Form – Send this form to a client if they wish to suspend coverages on a vehicle when it is not in use. They will be able to enter details so the agent can discuss this strategy further or make a policy change.
  10. Personal Automobile Glass Claim Request Form – Send this form to a client to obtain information about a new class claim so it can be submitted to the insurance company.
  11. Personal Cyber Insurance Coverage Request – PURE Insurance Company – Agencies can use this form to send to PURE Insurance clients who they wish to offer cyber insurance to. It will allow a client to select the coverage limit they want so the agent can add it to their insurance program.
  12. Personal Insurance Change of Address Request Form – Clients may use this form to provide a new address.
  13. Personal Insurance Renewal Checklist – Use this checklist to manage the renewal process for a personal lines client. 
  14. Producer Issuance Form – Personal Lines – A producer should complete this form prior to issuing a new policy to ensure they have all the pertinent information needed to issue it accurately.
  15. Producer Quote Options Form – Personal Lines – A producer should complete this form to outline any changes they need made to a quote.
  16. Residential Fire Protection Evaluation – Department Form – Send this form to fire department personnel to obtain detailed information about the department, their response capability, and other important fire protection details. This is typically used for unprotected homes over five miles from the fire department.
  17. Thank you note – Handwrytten.com – This form was built to streamline the process of writing thank you notes in conjunction with Handwrytten.com. If an integration is set up through Zapier, filling out this form will send a card through Handwrytten.com once it is submitted.
Kurt Thoennessen, CAPI

Kurt Thoennessen, CAPI is the Founder of RiskRevu.com. He is also a Personal Risk Adviser for successful Individuals and Families.

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