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Personal Insurance Application
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What type of insurance can we quote for you? Click all that apply.
(Required)
Auto
Home/Townhome
Condo
Builders Risk (Coverage During Construction)
Umbrella
Motorcycle/Slingshot/ATV
Golf Cart
Boat
RV
Renters
New purchase or already own the property?
(Required)
New Purchase
Already Own
Is the property currently insured?
(Required)
Yes – I have maintained my coverage.
No – I have lapsed (Less than 30 Days)
No – I have lapsed (More than 30 Days)
Maybe – My lender force placed insurance
How is / will the property be occupied? CLICK ALL THAT APPLY
(Required)
Primary Residence
Secondary Residence
Rented
What is the SHORTEST amount of time it will be rented?
(Required)
Annual Rental (Monthly Payments)
Monthly Rental (Short-Term)
Weekly Rental (Short-Term)
3 Day Minimum Rental (Short-Term)
Nightly Rental (Short-Term)
When will the property be occupied by owner or tenant?
(Required)
0-15 days after closing?
16-30 days after closing?
30+ Days after closing?
Plans for the property over the next 12 months.
(Required)
Select Option
Continue to Live In (If already own)
Move In
Renovate then Move In
Rent
Renovate then Rent
Please describe the types of renovations planned:
(Required)
How is / will the property be titled?
(Required)
Personal Name(s)
Trust
LLC
Corporation
In Probate
Entity Name of: Trust, LLC, Corp or Probate (if applicable)
Name
(Required)
First
Last
Mobile Phone
(Required)
Email
(Required)
Date of Birth
(Required)
Driver's License
(Required)
Highest Level of Education
(Required)
Highschool Diploma / GED
Some College
Associate Degree
Bachelor’s Degree
Masters / Doctorate / Law Degree
Occupation
(Required)
Is there another person who will have an insurable interest in the property / vehicle being insured?
(Required)
Yes
No
Co-Applicant Name
(Required)
First
Last
Co-Applicant Mobile Phone (Must be different from Applicant)
(Required)
Co-Applicant Email (Must be different from Applicant)
(Required)
Co-Applicant Date of Birth
(Required)
Driver's License Number / State
(Required)
Co-Applicant Occupation
(Required)
Highest Level of Education
(Required)
Highschool Diploma / GED
Some College
Associate Degree
Bachelor’s Degree
Masters / Doctorate / Law Degree
Referred By
(Required)
Realtor
Lender
You are a Current Client
Friend / Family
Internet
So that we can thank the person who referred you, can you tell us their name?
(Required)
Which County School System?
(Required)
Who is the primary point of contact?
(Required)
Current Address (No PO Boxes)
(Required)
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Address of Property Being Purchased
(Required)
Same as current address
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Would you like to add a different mailing address?
(Required)
Yes
No
Mailing Address
(Required)
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Is the home in a Gated Community?
(Required)
Yes, Passkey Gate Entrance
Yes, 24 Hour Manned Gate
No
Do you or will you have a Monitored Burglar/Fire Alarm?
(Required)
Yes
No
Do you own a Golf Cart?
(Required)
Yes
No
Do you own a Boat?
(Required)
Yes
No
Are there any Dog(s) on Property?
(Required)
Yes
No
Dog Breeds
(Required)
Add
Remove
If mixed please indicate type of mix.
Any bite history or security training?
(Required)
Yes
No
Do you have or will you have a Trampoline on the Property?
(Required)
Yes
No
Water Heater Age?
(Required)
0-14 Years Old
15-30 Years Old
I’m not sure
Roof Age?
0-14 Years Old
15-30 Years Old
I’m not sure
Does the Home have Solar Panels?
(Required)
Yes
No
Who will complete the renovations?
(Required)
General Contractor
Owner
Other
Estimated Start Date?
(Required)
Estimated Completion Date?
(Required)
Are you aware of any previous settlement or sinkhole issues on the property?
(Required)
Yes
No
Have you had OR reported any home or renter's insurance claims in the past 5 years?
(Required)
Yes
No
Approximate Date of Loss
(Required)
Approximate Amount
(Required)
Please describe the loss as best you can remember.
(Required)
Please add any additional notes that you think we should know:
Auto Information
Total Drivers in Home
(Required)
1
2
3
4
5
Total Vehicles in Home
(Required)
1
2
3
4
5
Driver #2
Name
(Required)
First
Last
Phone
(Required)
Email
(Required)
Date of Birth
(Required)
Driver's License Number / State
(Required)
Occupation
(Required)
Relationship to Primary Applicant
(Required)
Spouse
Child
Parent
Other
Does this driver have a primary vehicle?
(Required)
Yes
No
Driver #3
Name
(Required)
First
Last
Phone
(Required)
Email
(Required)
Date of Birth
(Required)
Driver's License Number / State
(Required)
Occupation
(Required)
Relationship to Primary Applicant
(Required)
Spouse
Child
Parent
Other
Does this driver have a primary vehicle?
(Required)
Yes
No
Driver #4
Name
(Required)
First
Last
Phone
(Required)
Email
(Required)
Date of Birth
(Required)
Driver's License Number / State
(Required)
Occupation
(Required)
Relationship to Primary Applicant
(Required)
Spouse
Child
Parent
Other
Does this driver have a primary vehicle?
(Required)
Yes
No
Driver #5
Name
(Required)
First
Last
Phone
(Required)
Email
(Required)
Date of Birth
(Required)
Driver's License Number / State
(Required)
Occupation
(Required)
Relationship to Primary Applicant
(Required)
Spouse
Child
Parent
Other
Does this driver have a primary vehicle?
(Required)
Yes
No
Vehicle #1
VIN
Vehicle Year
(Required)
Make
(Required)
Model
(Required)
Business Use
(Required)
Yes
No
Type of Business
(Required)
Rideshare or Delivery?
(Required)
Yes
No
Vehicle #2
VIN
Vehicle Year
(Required)
Vehicle Make
(Required)
Vehicle Model
(Required)
Business Use
(Required)
Yes
No
Type of Business
(Required)
Rideshare or Delivery
(Required)
Yes
No
Vehicle #3
VIN
Vehicle Year
(Required)
Vehicle Make
(Required)
Vehicle Model
(Required)
Business Use
(Required)
Yes
No
Type of Business
(Required)
Rideshare or Delivery
(Required)
Yes
No
Vehicle #4
VIN
Vehicle Year
(Required)
Vehicle Make
(Required)
Vehicle Model
(Required)
Business Use
(Required)
Yes
No
Type of Business
(Required)
Rideshare or Delivery
(Required)
Yes
No
Vehicle #5
VIN
Vehicle Year
(Required)
Vehicle Make
(Required)
Vehicle Model
(Required)
Business Use
(Required)
Yes
No
Type of Business
(Required)
Rideshare or Delivery
(Required)
Yes
No
Investment Property
Address
(Required)
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Property Status
(Required)
Currently Occupied with Tenants
Listed For Sale – No Occupants
Listed For Rent – No Occupants
Undergoing Renovations – Vacant
Motorcycle/Slingshot/ATV
Name of Primary Driver
(Required)
First
Last
Vehicle Type
(Required)
Motorcycle
Slingshot
ATV
Is Vehicle Used for Racing?
(Required)
Yes
No
Current Motorcycle License
(Required)
Yes
No
Has Driver Completed Safety Course?
(Required)
Yes
No
Year
(Required)
Make
(Required)
Model
(Required)
Umbrella
List information for all persons living in the household of driving age.
Add
Remove
For each driver include – Name, Date of Birth, DL Number, Accidents and/or tickets in last 5 years. Skip this if all drivers are already listed in the auto section of this form.
Should any drivers be EXLUDED?
This field is hidden when viewing the form
In order to purchase an umbrella liability policy you must have auto liability limits of at least $250,000/$500,000/$250,000 and home/renters liability of at least $300,000.
I understand that if the current liability limits on my auto and home/renters policies do not meet those minimums I will not be eligible to purchase an umbrella liability policy.
How many owner occupied homes do you own?
(Required)
How many rental properties do you own?
(Required)
How many home/renters claims have you made in the last 5 years?
(Required)
How many vehicles do you own?
(Required)
How many auto claims have you made in the last 5 years?
(Required)
Any drivers on your auto policy have an at-fault accident in the last 5 years?
(Required)
Yes
No
Do you own any motor homes?
(Required)
Yes
No
Do you own any vacant land?
(Required)
Yes
No
How many acres?
Do you own any of the following items?
(Required)
Boat/Yacht
Motorcycle
ATV
Golf Cart
Vacant Land
Business
None of the Above
Please provide the current insurance declarations pages for all applicable exposures (auto, home, watercraft, motorhome, motorcycle, etc.)
Max. file size: 512 MB.
Boat Information
Boat Year
Boat Make
Boat Model
Motor Type
(Required)
Inboard
Outboard
How many motors?
(Required)
1
2
3
Motor #1 Year
(Required)
Motor #1 Make
(Required)
Motor #1 Model
Motor #2 Model
(Required)
Motor #2 Make
(Required)
Motor #2 Year
Motor #3 Year
(Required)
Motor #3 Make
(Required)
Motor #3 Model
What is the value of the boat and motors?
Do you own a boat trailer?
(Required)
Yes
No
Trailer Year
(Required)
Trailer Make
(Required)
Trailer Model
(Required)
What is the value of the trailer?
Hull Number
Top Speed (MPH)
(Required)
Boat Length
(Required)
Boat is used for racing?
(Required)
Yes
No
Where is boat stored when not in use?
(Required)
Primary Residence
Marina – Slip
Marina – Dry Stack
Storage Facility – On Trailer
Other
Where is boat stored?
Zip code where boat is stored
Please enter a number less than or equal to
99999
.
Have you completed a boaters safety course in the last 3 years?
Yes
No
How many years of boating experience do you have?
Golf Cart
Year
(Required)
Make
(Required)
Model
(Required)
Primary Use
Within Community
Golfing
Public Roads (Requires Registration & Tag)
Select All
Fuel Type
Electric
Gas
Recreational Vehicle
RV Type
5th Wheel
Motorcoach
Other
Year
(Required)
Make
(Required)
Model
(Required)
Number
Current Address (No PO Boxes)
(Required)
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Is this residence student housing?
If it is an apartment, please list the square feet of the unit.
Number of Permanent Residents
Value of all personal property stored at address
What Floor do you live on?
1st
2nd
3rd or Above
Please upload any insurance documents and/or inspection reports.
Drop files here or
Select files
Max. file size: 512 MB, Max. files: 5.
Consent
(Required)
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