Let's Get To Know You

A few quick questions about you, your home, and your vehicles. Every question has a notes box if you'd like to add detail.

Step 1 — Get To Know The Person

Date of Birth

Occupancy & Former Occupations

Is Anyone Else On The Deed?

Why Are We Having A Conversation?

Step 2 — Get To Know The Property

Property #1

Property Address / Label

Square Footage

Number of Bedrooms

Number of Bathrooms

Exterior Materials (%)

Brick
Rock
Cement
Wood
Vinyl

Flooring Materials (%)

Wood
Tile
Carpet

Roof Age

Roof Type

Solar Panels

Pool

Electrical System & HVAC

Basement

Fireplace(s)

Separate Structure(s) — value of gazebos, fences, walls, gates, sheds, driveways, etc.

Water & Sewage

Water Alarm

Fire Alarm

Burglar Alarm

Mortgage On The Property

HOA

Step 3 — Autos (Optional)

List of Drivers To Be Covered

List of Cars

Additional Notes