Auto Insurance Questionnaire
We recommend a personal insurance update for all of our clients every year. This questionnaire makes the review quick and efficient and alerts us to any coverage needs you may have. Please take a moment to answer the following questions then depress "Submit" at the bottom. (* denotes required information)
*Name
*EMAIL
*Home Phone
Business Phone
Address
Town
State
Zip
Please answer yes or no.
Do we presently insure all vehicles you own?
Yes
No
Are there any newly licensed drivers or
unlicensed individuals in your household?
Yes
No
Have you paid off a vehicle loan recently?
Yes
No
Does anyone in your household drive a business vehicle? (company car or truck)
Yes
No
Do you have children attending school away from home?
Yes
No
Do you travel outside the U.S., its territories, or Canada?
Yes
No
We offer life insurance, disability income, long-term care. May we provide you a proposal?
Yes
No