Quote

We have found that if we have a quick conversation with potential clients we can give you the most competitive quotes. We will attempt to contact you at the day and time you listed above. Please have the below information available for our conversation to expedite the process.

• Names of all household drivers
• Date of Birth for all household drivers
• Driver’s License Number for all household drivers
• Year, Make and Model for all vehicles
• Vins for all vehicles
• Coverages and Deductibles wanted

We have found that if we have a quick conversation with potential clients we can give you the most competitive quotes. We will attempt to contact you at the day and time you listed above. Umbrella coverage is usually determined by what you’d consider your “net worth.” Considering all your assets (cars, home, rental properties, savings, investments, etc.). What value would you put on your household that someone could go after in lawsuit. Please have the below information available for our conversation to expedite the process.

• Umbrellas come in increments of $1M. Coverage level: $1M / $2M / $3M / higher: $____

We have found that if we have a quick conversation with potential clients we can give you the most competitive quotes. We will attempt to contact you at the day and time you listed above. Please have the below information available for our conversation to expedite the process.

• Single Family - Foundation Type: Basement / Crawlspace / Cement Slab
• Single Family - When the roof was last replaced
• Any Dogs? If so, which breed(s)?
• Condo - Does the HOA cover the “studs-out” (i.e., exterior walls and roof)?
• Condo - Purchase Price
• Condo - Value of Personal Property

We have found that if we have a quick conversation with potential clients we can give you the most competitive quotes. We will attempt to contact you at the day and time you listed above. Please have the below information available for our conversation to expedite the process.

• Type: Term or Whole Life
• If a ‘term’, how long: 10-years / 20-years / 30-years
• Your health profile: excellent / above average / average / below average / not so good
• Do you take any medications/drugs other than for colds or allergies?
• Do you smoke?

We have found that if we have a quick conversation with potential clients we can give you the most competitive quotes. We will attempt to contact you at the day and time you listed above. Please have the below information available for our conversation to expedite the process.

• Business EIN
• Names of all drivers
• Date of Birth for all drivers
• Driver’s License Number for all drivers
• Vehicle VIN(s)
• Radius of Miles Driven from the business address

We have found that if we have a quick conversation with potential clients we can give you the most competitive quotes. We will attempt to contact you at the day and time you listed above. Please have the below information available for our conversation to expedite the process.

• Business EIN
• Nature of the Business (i.e., what activities take place that generates revenue)
• Are subcontractors used? If so, how much are they paid annually?
• Value of any business personal property needing covered (e.g., tools, equipment, office furniture, computers, etc.)

We have found that if we have a quick conversation with potential clients we can give you the most competitive quotes. We will attempt to contact you at the day and time you listed above. Please have the below information available for our conversation to expedite the process.

• Will the owner(s) be included or excluded from coverage?
• Employee total payroll
• Positions being covered (e.g., manager, clerk, admin assistant, hostess, etc.)