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A thorough review includes completing each of the sections listed below. If anything does not apply to you, please uncheck the box(es).

Home

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Valuable Articles

Automobile

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Home Review

Let's start with your home.

Did you install an Alarm System in the last 12 months?

Yes

No

Which components are included in your alarm system?

Check all that apply.

Centrally monitored fire alarm

Centrally monitored burglar alarm

Fire / Smoke

Burglar / Motion

Low Temperature

Water Leak Detection / Automatic shut-off valve

Cellular Backup

Gas Leak Detection

Other

Describe Other component of alarm system

Is your home owned in a Trust, LLC, or other legal entity?

Yes

No

Name of Trust, LLC, or other legal entity

Has your home loan/mortgage recently been refinanced or has your home loan recently been sold or transferred to a different bank/loan servicing company?

Yes

No

Not Applicable

Have you recently paid off your mortgage?

Yes

No

Not Applicable

Have you recently filed any homeowners insurance claims? (This includes claims with no payouts)

Yes

No

Not Applicable

Any updates, renovations, additions planned or recently completed?

Yes

No

Please tell us about your updates

Have you recently completed a home addition?

Yes

No

Have you updated any of these?

Electrical

Plumbing

Heating

Windows / Doors

Roof

No Updates

Does your home have solar panels?

Yes

No

How is the solar power being used?

Check all that apply.

Home Power Generation

Pool Heating

Other

Number of solar panels

Value of solar panels

Where are the solar panels located?

Check all that apply.

Roof of the Main Dwelling

Roof of a Secondary Structure

Ground Mounted

Other

Do you own or lease the solar panels?

Own

Lease

Are you responsible for insuring the panels?

Yes

No

Has the occupancy status of your home changed?

Yes

No

How has your home occupancy changed?

Renting long-term

Renting short-term (by day, week, or month)

Unoccupied for greater than 30 days

Unoccupied and for sale

Other

Describe Other occupancy change

Has anyone in the household recently purchased/rescued/adopted a new pet/animal?

Yes

No

Has a swimming pool, diving board, pool slide, or trampoline recently been purchased, built, added, or installed?

Yes

No

Has anyone in the household recently changed jobs?

Yes

No

Has anyone in the household recently retired?

Yes

No

Has anyone in the household recently had a baby?

Yes

No

Has anyone in the household recently gotten married or divorced?

Yes

No

Have you recently added/installed an automatic water shutoff valve?

Yes

No

Have you recently added/installed an automatic water shutoff valve?

Yes

No

Would you like to discuss getting Flood Insurance or increasing your flood insurance limits?

Yes

No

Would you like to get, or increase, fungi or mold coverage?

Yes

No

Would you like to get, or increase, coverage for personal Cyber protection?

Yes

No

Unsure

Any business conducted at your home?

Yes

No

Please tell us about your home business

What risk management strategies do you use at this home?

Check all that apply.

What Other risk management strategies do you use?

Is there anything else you would like to discuss regarding your home insurance?

Business Insurance