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Auto Fact Finding Questions
Of the following, what is the primary reason you insure your auto?
Liability Protection
State Law
Replace Investment
In the order of importance, what is most important to you?
Price
Service
Proper Coverage
Approximately when was the last time you did a review with your agent?
Within the year
Over 2 years ago
Over 5 years ago
Never
Would you be interested in going to higher deductibles to reduce your premium?
Yes
No
If your vehicle was involved in an accident today, how much out of pocket expense could you afford?
In the event of a lawsuit, accident, or judgment would you want to:
Maximize Protection
Assume Some Risk
In case of an accident, would you need a rental car?
Yes
No
If your car broke down, would you expect your insurance to pay for towing?
Yes
No
Would you be interested in combining your auto and home insurance to save up to 45%?
Yes
No
In the event of an untimely death, is it important to you that your surviving spouse and/or children maintain the quality of life you currently have together without debt?
Yes
No
* Required Information
Personal Information
Your First Name
Your Last Name
Gender
Male Female
Date of Birth
Social Security Number
Marital Status
State Licensed
Driver's License #
License Status
Occupation: Possible 10%-15% Discount
Education: Possible 10%-15% Discount
Home Address
Zip Code
Best Time To Call
Home Phone
Work Phone
Cell Phone
Fax
* Email
Current Coverages
Are You Currently Insured?
Yes No
Current Insurance Company
Current Policy Expiration
Liability Bodily Injury
Property Damage
Uninsured Motorist Bodily Injury
Uninsured Motorist Property Damage
Yes No
Rental Vehicle
Yes No
Towing & Road Side Service
Yes No
Comprehensive Deductible
Collision Deductible
Annual Premium
Monthly Premium
Do You Need An SR-22?
Yes No
Is The SR-22 Due To A DUI?
Yes No
Vehicle Driver Info
Driver 1 Information
Full Name
Gender
Male Female
Marital Status
Years Licensed
State Licensed
Occupation: Possible 10%-15% Discount
Drivers License
Social Security
Last 5 Years of Minor & Major Violations & Accidents
Minor violations - speeding, turn, stop sign, red light, etc.
Accidents - chargeable
Major violations - drunk driving, reckless, hit and run, etc.
Vehicle 1 Information
Year
Make
Model
VIN Number
Work/School Address
One Way Miles To Work
Driver 2 Information
Full Name
Gender
Male Female
Marital Status
Years Licensed
State Licensed
Occupation: Possible 10%-15% Discount
Drivers License
Social Security
Last 5 Years of Minor & Major Violations & Accidents
Minor violations - speeding, turn, stop sign, red light, etc.
Accidents - chargeable
Major violations - drunk driving, reckless, hit and run, etc.
Vehicle 2 Information
Year
Make
Model
VIN Number
Work/School Address
One Way Miles To Work
Driver 3 Information
Full Name
Gender
Male Female
Marital Status
Years Licensed
State Licensed
Occupation: Possible 10%-15% Discount
Drivers License
Social Security
Last 5 Years of Minor & Major Violations & Accidents
Minor violations - speeding, turn, stop sign, red light, etc.
Accidents - chargeable
Major violations - drunk driving, reckless, hit and run, etc.
Vehicle 3 Information
Year
Make
Model
VIN Number
Work/School Address
One Way Miles To Work
Driver 4 Information
Full Name
Gender
Male Female
Marital Status
Years Licensed
State Licensed
Occupation: Possible 10%-15% Discount
Drivers License
Social Security
Last 5 Years of Minor & Major Violations & Accidents
Minor violations - speeding, turn, stop sign, red light, etc.
Accidents - chargeable
Major violations - drunk driving, reckless, hit and run, etc.