Information Needed For A Homeowner Policy Quote (A Separate Wind Policy Must Be Carried)

Each person named on property title must be listed on insurance policy:

Name

Date of Birth

Social Security Number

 

 

 

 

 

 

 

 

 

 

 

 

Phone Numbers:

 

 

Local

 

 

Cell

 

 

Other

 

 

Addresses:

 

 

Property

 

 

Mailing

 

 

Mortgage Information:

 

 

Lender

 

 

Premiums Escrowed?

 

 

Lender Phone/Contact Person

 

 

Closing Information:

 

 

Closing Date

 

 

Title Agent and Phone Number

 

 

Realtor Information:

 

 

Realtor and Phone Number

 

 

Home Information:

 

 

# of Months owner occupied?

 

 

CBS or Frame

 

 

On Slab or Stilt

 

Note: We cannot insure a home on a crawl space.

If stilt, enclosed underneath?

 

 

Base Square Feet

 

 

Year Built

 

 

Pool? If so, cage or fence

 

Note: If a pool, it must be fenced or caged.

Roof: Shingle, Metal, or Tile

 

 

Roof: Hip or Gable

 

 

Approx age of roof

 

 

List animals in household

 

 

       with brief description

 

 

Number of Baths

 

 

Any free standing structures

 

 

       other than home, i.e. sheds

 

 

Cathedral Ceiling?

 

 

Fire Place?

 

 

Central A/C and Heat?

 

 

Jacuzzi or Hot Tub?

 

 

Custom Bath or Kitchen?

 

 

How many feet from hydrant?

 

 

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