Quote Checklist

About your home(s)

• The address of each home you would like quoted and the use for each home (i.e. primary home, secondary home or rental property)
• Any LLCs or Trusts that should also be listed on the policy
• Square footage, year built and construction type (i.e. wood, brick, stone or vinyl siding)
• Age and material of roof (i.e. wood shake, shingle, metal or concrete tile)
• Information on all insurance claims filed in the past five years
• Home security features in place (i.e. centrally monitored burglar and fire alarm, permanent generator, water shut-off system or interior sprinkler system)

About your cars

• Year, make and model of all vehicles
• Owned or leased
• Name and date of birth for all drivers and the primary driver for each vehicle

About your collections

• Total amount of jewelry coverage requested
• Total amount of art coverage requested
• Information on any other collections, such as silver, furs, antiques, collector cars or wine

About your watercraft

• Year, make, model and length of the vessel
• Total value
• Primary location

Umbrella coverage

• Current limit on your Umbrella or Personal Excess Liability policy
• If you do not have this coverage, visit our Personal Excess Liability Calculator to learn more