Home > Personal Lines Renewal Checklist Name of Person Completing Checklist(Required) First Last Email(Required) Robertson Ryan Agent/ Customer Service Representative(Required)Date(Required) MM slash DD slash YYYY Home InsuranceHave you acquired a second home or any other real estate, such as a cabin, farm property, or any income producing property? Yes No If yes, please provide further details.Is your name on a title to any other property we have not previously discussed? Yes No If yes, please provide further details.Do you have any personally owned Trusts or LLC’s on your homes or personal property? Yes No If yes, please provide further details.Have you or are you planning to do any home additions, renovations or remodeling? Yes No If yes, please provide further details.Have you replaced your roof in the last 12 months? Yes No If yes, please provide further details.Have you refinanced, paid off or changed mortgage companies over the past year? Yes No If yes, please provide further details.Would you consider increasing your deductibles to lower your premium? Yes No If yes, please provide further details.Have you acquired or sold any jewelry, fine art, wine collections, silverware, antiques, furs, camera equipment, firearms, or other valuable items or collections? Yes No If yes, please provide further details.Have you installed a central station burglar, fire alarm or smart home technology in your home in the last 12 months? Yes No If yes, please provide further details.A claim which requires mold remediation could be excluded or limited depending on your policy. Are you interested in discussing this coverage? Yes No If yes, please provide further details.Do you serve on any Boards of Directors (for profit or nonprofit) or do volunteer work on non‐profit committees? Yes No If yes, please provide further details.Do you conduct any business, give private lessons or engage in any activity from your home that generates revenue? Yes No If yes, please provide further details.Do you have any employees in home such as maid, gardener, nanny or cook? Yes No If yes, please provide further details.Do you have a dock on your premises? Yes No If yes, please provide further details.Are you engaged in any form of farming or ranching? Yes No If yes, please provide further details.Auto CoveragesHave you acquired any of the following: e-Bikes, boat, motorbike, motorhome, 4‐wheeler, snowmobile, golf cart or other recreational vehicles? Yes No If yes, please provide further details.Do you own any minibikes, mopeds or motorcycles that we do not insure? Yes No If yes, please provide further details.Are any of your vehicles used for Uber, Lyft, Taxi or Delivery? Yes No If yes, please provide further details.Do we insure all vehicles in your household? Yes No If no, please provide further details.Are your automobiles titled to a Trust, LLC or to anyone other than yourself? Yes No If yes, please provide further details.Are your automobiles registered in the state where we have them insured? Yes No If no, please provide further details.Are all the licensed drivers in your household listed on your automobile policy? Yes No If no, please provide further details.Do you have any vehicles furnished for your regular use that you do not own, such as a company car? Yes No If yes, please provide further details.Do any of your vehicles have customized equipment? Yes No If yes, please provide further details.Additional CoveragesWould you like to add or increase Umbrella or excess liability coverage? Yes No If yes, please provide further details.Would you be interested in discussing or adding earthquake or flood coverage to your policy? Yes No If yes, please provide further details.Would you be interested in discussing additional home coverages such as Identity Theft, Cyber, Water Backup, Valuable Articles, Equipment Breakdown, Underground Service Line or Travel Insurance? Yes No If yes, please provide further details.Can we help you with any life insurance needs? Yes No If yes, please provide further details.Anything else you would like us to know?
