Minnesota Trusted Choice Insurance Professionals!

Personal Lines Quick Review Form

This form is to be used by our clients. Provides a quick and convenient way for us to learn about changes in your life which may require modifications in your insurance program.
Are you a homeowner? 

 
Are you renting? 

 
Are you concerned about the amount of coverage on your home or contents? 

 
Do you have a renter or roommate? 

 
Do you have valuable jewelry or furs which you may want covered? 

 
Do you have collectibles: antiques, fine arts, stamps, or coins, etc which you may want insured? 

 
Do you have costly sporting equipment or firearms which you may want covered? 

 
Do you have valuable photography or portable electronics which you may want covered? 

 
Do you operate a business from your home? 

 
If you operate a business from your home, do clients come to you? 

 
If you operate a business out of your home, do you keep inventory at your home? 

 
Do you own professional tools or equipment that is use in your job? 

 
Do you operate a child day care out of your home? 

 
Do you own rental income property? 

 
Do you have a second residence? 

 
Do you own investment property? 

 
Do you have a monitored security system? 

 
Do you regularly carry or keep at your residence more than $500 in cash? 

 
Do you own recreational vehicles: boat, jet-ski, camper, cycles, ATV's? 

 
Have you remodeled your home or have plans to do so in the near future? 

 
Do you have umbrella liability coverage? 

 
If you have umbrella coverage, are you also purchasing excess Uninsured and Underinsured Motorist Coverage?

 
Do you have a swimming pool or trampoline in your yard? 

 
Do you have detached structures: gazebos, storage sheds, barns, garages, etc? 

 
Do you have pets? 

 
Do you have domestic help: a Nanny, Landscapers, House cleaners etc? 

 
Do you travel frequently outside the United States? 

 
Do you have a wood burning stove in your home? 

 
Do you have flood insurance? 

 
Are you aware that flood is excluded by all homeowners policy? 

 
Do you have Identity Theft Coverage on your Homeowners Policy? 

 
Do you have earthquake coverage on your homeowners policy? 

 
Do you believe your homeowners policy coverage will be enough to replace your home should you sustain a total loss? 

 
Would you be willing to assist us in preparing a residential replacement cost estimator on your home? 

 
Your Full Name: (required) 
 

City: (required) 
 

State: (required) 
 

Zip Code: (required) 
 

Daytime Phone: (required) 
 

Email address: (required)