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

RiskRevu.com Digital Forms Overview


The following is a list of the forms currently available with a RiskRevu.com account. 

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. 
  1. 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. 
  1. 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.
  1. 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.
  1. 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.
  1. 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.

New Policy Quote Forms:

  1. Homeowners Insurance Form – Collect information needed to obtain a quote for Homeowners insurance for your clients. 
  1. Condominium / Cooperative Insurance Form – Collect information needed to obtain a quote for Condominium / Cooperative insurance for your clients. 
  1. Valuable Articles Insurance Form – Collect information needed to obtain a quote for Valuable Articles insurance for your clients. 
  1. Automobile Insurance Form – Collect information needed to obtain a quote for Automobile insurance for your clients. 
  1. Liability Insurance Form – Collect information needed to obtain a quote for Umbrella insurance for your clients. 
  1. Travel/Trip Cancellation Form – Collect information needed to obtain a quote for Travel/Trip Cancellation insurance for your clients. 
  1. Business Owners Insurance Form – Collect information needed to obtain a quote for Business Owners insurance for your clients. 

Service Related Forms:

  1. New Vehicle Transaction Form – Send this form to a dealer to collect information about a new vehicle your client is purchasing or leasing. 
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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