Personal Lines Checklist

Personal Lines Renewal Checklist – Eric Tschurwald

Name of Person Completing Checklist(Required)
MM slash DD slash YYYY
Home Insurance
Have you acquired a second home or any other real estate, such as a cabin, farm property, or any income producing property?(Required)
Is your name on a title to any other property we have not previously discussed?(Required)
Do you have any personally owned Trusts or LLC’s on your homes or personal property?(Required)
Have you or are you planning to do any home additions, renovations or remodeling?(Required)
Have you refinanced or changed mortgage companies over the past year?(Required)
Would you consider increasing your deductibles to lower your premium?(Required)
Have you acquired or sold any jewelry, fine art, wine collections, silverware, antiques, furs, camera equipment, firearms, or other valuable items or collections?(Required)
Have you installed a central station burglar, fire alarm or smart home technology in your home?(Required)
Do you serve on any Boards of Directors (for profit or nonprofit) or do volunteer work on non‐profit committees?(Required)
Do you conduct any business, give private lessons or engage in any activity from your home that generates revenue?(Required)
Do you have any employees in home such as maid, gardener, nanny or cook?(Required)
Auto Insurance
Have you acquired any of the following: e-Bikes, boat, motorbike, motorhome, 4‐wheeler, snowmobile, golf cart or other recreational vehicles? (If answer is yes, please put details in open box at bottom)(Required)
Do you own any minibikes, mopeds or motorcycles that we do not insure?(Required)
Are any of your vehicles used for Uber, Lyft, Taxi or Delivery?(Required)
Do we insure all vehicles in your household?(Required)
Are all the licensed drivers in your household listed on your automobile policy?(Required)
Do you have any vehicles furnished for your regular use that you do not own, such as a company car?(Required)
Do any of your vehicles have customized equipment?(Required)
Additional Coverages
Would you like to add or increase Umbrella or excess liability coverage?(Required)
Would you be interested in discussing or adding earthquake or flood coverage to your policy?(Required)
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?(Required)
Can we help you with any life insurance needs?(Required)