Homeowner’s Quote

Name
Date of Birth
Date Format: MM slash DD slash YYYY
Address
Drivers License Number
Phone
Email
Occupation
Effective Date:
Date Format: MM slash DD slash YYYY
Year Built:
Date Format: MM slash DD slash YYYY
Date purchased:
Date Format: MM slash DD slash YYYY
Square feet:
# of stories:
Construction type (ie stucco/frame):
Style (ie ranch):
Roof type (ie asphalt/concrete tile):
# Bedrooms:
Foundation (ie slab or basement):
Basement sqft:
# Car garage:
Garage type:
Sqft:
Patio:
Sqft:
Balcony/deck:
Sqft:
Kitchen type (ie builder grade, custom, designer):
Counter top:
Bathroom type (ie builder grade, custom, designer):
# Full bath:
# ½ bath:
# ¾ bath:
Cooling:
Heating:
Wall finish: Paint %:
Wallpaper %:
Other:
Flooring: Tile %:
Carpet %:
Wood %:
Other:
Specialty Systems (ie intercom, central vacuum):
Any in home upgrades (ie built-in cabinets/wet bar):
Updates
Roofing Year:
Roofing Full/Partial:
Heating Year:
Heating Full/Partial:
Plumbing Year:
Plumbing Full/Partial:
Plumbing Type:
Electric Year:
Electric Full/Partial:
Electric # Amps:
Fireplace:
Woodstove/pellet stove:
Pets:
Type and breed:
Scheduled items (ie jewelry/art and $ amount):
Home based business:
Type of business:
Specialty doors or windows:
Attached/Detached structures (ie shed):
Pool:
Pool fenced:
Diving board:
Slide:
Jacuzzi/hot tub:
Trampoline:
Skateboard ramp:
Fire extinguisher:
Smoke detectors:
In home sprinkler system:
Dead bolts:
Smart Home:
Solar Panels:
Short Term Rental:
Gated community:
Retirement community:
Alarm system:
Monitoring company:
# feet to fire hydrant:
# miles to closest fire station:
Responding Fire Department:
Fire Department Subscription:
Length of time at current residence:
Prior address if less than 2 years:
Mortgage company:
Loan #:
Prior Insurance Company:
# years with current company:
Liability limit:
Current annual premium:
Deductible:
Any claims in the last 5 years:
Date of loss:
Date Format: MM slash DD slash YYYY
Claim amount:
Description:
Are you interested in any of the following if available:
- Umbrella
- Sewer/water backup
- Equipment breakdown
- Life Insurance
- Business pursuits
- Identity theft
- Home day care
Comments
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