HOMEOWNERS INFORMATION SHEET

Insured's name (required)     Date

Street address     Referred by

City     ZIP     New Purchase?

Phone home:     Escrow Close?

Phone work:     Current Carrier

No. Stories     Policy #   Expiration


HOUSE INFORMATION

DWelling coverage amount    

Year built     Occupancy owner tenant vac liability

Substructure:

Type of construction:     Deductible

Exterior walls     Earthquake

SQ. FT   Roof type   Dogs   Breed Bite

Garage   Attached?   Detached? Pool?   SPA?   Fenced?


AUTO QUOTE SHEET

There are a few questions I need to ask you

Married?   Single?  

If single, live alone or have rmmate? or live w/parents?

Your DOB   Spouse DOB   Other DOB   Other DOB

Type of vehicle

Year   Make   Model   Bodystyle

Year   Make   Model   Bodystyle

No. Cylinders #1   VIN #

                    #2   VIN #

Is use of vehicle work? or pleasure? #1 #2 #3 #4

Miles to work one way? #1 #2 #3 #4

Annual mileage: #1 #2 #3 #4

Have you received a moving violation in the past 5 years? (yes/no)

When?   Type?

Have you been involved in an accident as a driver in the past 5 years? (yes/no)

If yes, when?   What type?

Have you ever had a major violation? (yes/no)

When?   Type?

ZIP code   How long licensed in US?   How long licenced in CA?

Do you have insurance at the present time? (yes/no)

If no, have you had any in the last 10 days? (yes/no)   Yes, with whom?

Was it continous for one year? (yes/no)

What limits are you carrying now? Liability?   Prop damage

How high of a deductible are you willing to go? Comp   Coll

Do you want uninsured motorist? (yes/no)   Do you want alt U/M? (yes/no)

Your name (required)   Telephone where I can call you back (required)

Date       Home

Day:   Time:   Work:


Your Email (required)

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