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* Required Information
Umbrella Fact Finding Questions
In regards to your insurance, 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
Please rate the following in the order that you feel are most important for you to protect?
Income:
Auto:
Savings:
Home:
Other:
In the event of a lawsuit, accident, or judgment would you want to:
Maximize Protection
Assume Some Risk
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
Would you be interested in combining your home and auto insurance for additional savings up to 45%?
Yes
No
Would you be interested in mortgage cancellation insurance?
Yes
No
Personal Information
First Name
Last Name
Gender
Male
Female
Date of Birth
Marital Status
Occupation
Home Address
Zip Code
Best Time to Call
Best Phone Number To Reach You At
Fax
* Email Address
Single Family Dwellings Owned:
Autos Owned:
RV Owned:
Multi-Unit Buildings Owned:
Vacant Property Owned:
Motorcycles Owned:
Underwriting Information
Are any aircraft owned, leased, chartered or furnished for regular use?
Yes
No
Do any drivers have mental or physical impairments?
Yes
No
Are any premises, vehicles, watercraft, aircraft used for business?
Yes
No
Are any premises, vehicles, watercraft, aircraft owned, hired, leased or regularly used not covered by the primary policies?
Yes
No
Do you engage in any type of farming operation?
Yes
No
Do you hold any non-remunerative positions?
Yes
No
Do you employ any residence employees?
Yes
No
Any non-owned property exceeding $1,000 in value in your care, custody or control?
Yes
No
Any non-owned business or professional activities included in the primary policies?
Yes
No
Does any primary policy have reduced limits of liability or eliminate coverage for specific exposures?
Yes
No
Was any coverage declined, cancelled or non-renewed within the past 5 years?
Yes
No
Any motorcycles, mopeds or all terrain vehicles owned?
Yes
No
Any other business activities conducted from your residence or premises?
Yes
No
If yes, Please explain.
Current Coverage Information
Current Umbrella Insurance Company
Losses and Claims for the Last 5 years?
Yes
No
If yes, what is the date, amount paid and description of each loss or claim.