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Personal Lines Survey
Personal Lines Survey
Name
*
First
Last
Phone
*
Email
*
Best Way to Contact
*
Phone
Email
Homeowners
Are you interested in flood?
Yes
No
Are you interested in earthquake?
Yes
No
Are you interested in water sewage backup?
Yes
No
Do you have any jewelry/furs/art/guns/collectables/bicycles you are interested in scheduling?
Yes
No
Do you have any businesses in the home?
Yes
No
Do you have extra outbuildings/ other structures?
Yes
No
Do you do any farming at/ away from residence or lease property to farmers?
Yes
No
Has the deed been changed on your property, ex) LLC or Trust?
Yes
No
Automobile
Do you have a company car?
Yes
No
Do you have any collector/antique autos?
Yes
No
Are all vehicles on your policy titled to you?
Yes
No
Are all licensed drivers that reside in your household listed on your policy?
Yes
No
Do you drive for Lyft, Uber or any other ridesharing service?
Yes
No
Do you deliver pizza or other goods in your car?
Yes
No
Do you drive your vehicle for business?
Yes
No
Are you comfortable with your current liability limits?
Yes
No
Toys
Do you have any motorcycles/ATV/golf carts?
Yes
No
Do you have any boats or personal watercrafts?
Yes
No
Do you have a RV/travel trailer/camper?
Yes
No
Are you interested in Pet Insurance?
Yes
No
Properties
Do you own any other property besides your main home: (rental, secondary homes, vacant land)?
Yes
No
Umbrella
Are you interested in a personal umbrella that gives additional liability over your home and auto policies?
Yes
No
Life/Health
Are you interested in Life insurance?
Yes
No
Are you interested in Disability Insurance?
Yes
No
Are you interested in Long-Term Care?
Yes
No
Are you interested in an Annuity?
Yes
No
Are you interested in Financial Planning / Investment Services?
Yes
No
Do you have health/dental/vision insurance?
Yes
No
Are you interested in Medicare supplement insurance?
Yes
No
Are you interested in insurance for your next vacation?
Yes
No
Business
Do you own a business?
Yes
No
If yes, do you carry business insurance?
Yes
No
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