First Name:
Last Name:
Email:
Day Phone number (406):
Evening Phone number (406):
Fax Phone number (406):
How do you wish to be contacted?Phone Email
If by phone, what time?
Address:
City:
State:
Zip Code:
Do you currently own your home, or rent?:Own Rent
*If own, provide home information for quote
Social security number:(Used for loss history & insurance scoring)
Driver Information
Driver History
Current Insurance company:
How long insured:
Have you or any other driver in your household:
Had a ticket in the last 3 years?Yes No
License suspended or revoked in the last 3 yearsYes No
Had a financial responsibility filing in the last 3 years?Yes No
Made any claims in the last 3 years?Yes No
If yes, please advise ticket type/driver #/claim information
Vehicle #1 Information
Year:
Make:
Model:
VIN:
Primary Driver:Select OneDriver #1Driver #2Driver #3Driver #4
Annual Mileage:
Driven to school or work?:Yes No
If driven, how many days and miles one way?
Days:
Miles:
Do you desire Comp/Collision:
Is the vehicle in any way modified or customized?:Yes No
Is there any existing damage to the vehicle?:Yes No
If vehicle is kept at an address other than that listed above, please indicate address below:
Zip:
Vehicle #2 Information
Vehicle #3 Information
Vehicle #4 Information
Coverage Limits
Bodily Injury liabilitySelect One$50,000/$100,000$100,000/$300,000$250,000/$500,000$500,000/$500,000
Property Damage Liability:Select One$50,000$100,000$250,000$500,000
Uninsured motorist-bodily injury:Select OneNone$50,000/$100,000$100,000/$300,000$250,000/$500,000$500,000/$500,000
Underinsured motorist-bodily injury:Select OneNone$25,000/$50,000$50,000/$100,000$100,000/$300,000$250,000/$500,000
Medical Expenses:Select OneNone$1,000$2,000$5,000$10,000
Coverage Deductibles & Limits
Questions, Comments or Additional Information
Social Security Number
Occupation
Date of Birth
Employer
Information on Your Home
What is the style of your homeSelect OneBungalow Colonial Contemporary Duplex Log Home Mediterranean Raised Ranch (Bi-Level) Ranch Split Level Timber Frame Traditional Tri-Level Other
How many stories is your home?Select One 1 Story 1 1/2 Stories 2 Stories 2 1/2 Stories 3 stories 4 or more stories Bi-level Tri-Level
How many rooms do you have?Select One1 2 3 4 5 6 7 8 9 or more
What is the square footage of your home?
What is the type of the following
Roof:Select OneArchitectural Shingles Asphalt Shingle Clay Tile Concrete Tile Corrugated Steel Tin Wood Wood Shake
Exterior of your home:Select OneAdobe Aluminum Siding Asphalt Brick Veneer Brick Solid Cement Fiber Clapboard Concrete Block Concrete-Precast Logs Log Siding Mineral Fiber Painted Masonry Slump Block Split Block Stone-Precast Stone-Solid Stone-Veneer Stucco-On-Frame Stucco-On-Masonry Wood Shakes Wood Siding Other
Foundation:Select OneSlab on Grade Crawl Space Piers/Pilings/Stilts Unfinished Basement 25% finished basement 50% finished basement 75% finished basement 100% finished basement Walkout basement Wood foundation basement
Most of the inside walls consist of:Select OneBrick Ceramic Tile Cork Grass Cloth Knotty Pine Mirror Paint Paneling Stone Wallpaper Other
Most flooring consist of:Select OneCarpet over Hardwood Ceramic Tile Flagstone Hardwood Parquet Slate Wall to Wall Carpet Other
Garage:Select OneNone Attached - 1 car Attached - 2 car Attached - 3 car Basement - 1 Car Basement - 2 Car Basement - 3 Car Built-in - 1 car Built-in - 2 car Built-in - 3 car Carport - 1 car Carport - 2 car Carport - 3 car Carport w/storage - 1 car Carport w/storage - 2 car Detached - 1 car Detached - 2 car Detached - 3 car
What is the replacement cost of your home:
How many of the following do you have in your home?
Full bathrooms:Select OneNone 1 2 3 or more
Half Bathrooms:Select OneNone 1 2 3 or more
Fireplaces:Select OneNone 1 2 3 or more
Decks:Select One None 1 2 3 or more
Enclosed PorchesSelect OneNone 1 2 3 or more
Open PorchesSelect OneNone 1 2 3 or more
Do you have the following in your home?
Swimming Pool?YesNo
Trampoline?YesNo
Burglar Alarm?Select OneNoneLocalCentralPolice Station
Sprinkler System?Select OneNoneSome RoomsAll Rooms
Wood Stove?YesNo
Dog?YesNo
Computer?YesNo
Livestock?YesNo
Unusual/exotic pets?YesNo
Is your home located
Within 1000 feet from a fire hydrant?YesNo
Within 5 miles of the fire station?YesNo
ON a hillside?YesNo
Flood zone?YesNo
General Questions
Year home built:
Number of families living in the home: Select one 0 1 2 3 4 or more
What part of the year is the home occupied? Select one Year round Seasonal (or Snowbird) Occasional Vacation None (Vacant)
Type of heating system:
What term best describes your kitchen? Select... Economy Standard Custom Designer
Is any business conducted on the premises?YesNo
Does anyone in your home smoke?YesNo
Any loss or claims in the last 5 years?YesNo
Protective Devices
Smoke Detectors?YesNo
Fire extinguishers?YesNo
Fire Alarm? Select... Local Central Fire station
Deadbold locks?YesNo
Additional Information
Gated Community with a security guard:YesNo
Neighborhood watch program:YesNo
Senior Citizen Discount:YesNo
Homeowners Coverage Limit and Deductible Desired
Dwelling$
Other structure$ Typically 10% of Dwelling
Personal property/content$ Typically 70% of Dwelling
Loss of use of your home$ Typically 20% of Dwelling
Personal Liability$ Select one 100,000 300,000 500,000 1,000,000
Medical payments Select one 1,000 2,000 3,000 4,000 5,000 7,500 10,000 25,000
Desired deductible Select one 250 500 1,000 2,500 5,000
Additional Data
Quote requested within:24 hrs 48 hrs 72 hrs ASAP
Optional questions
If you have a collection that is anything of value such as Coins, Stamps, Art etc., specify the value of your collection:$
If you have any furs or jewelry, please specify the approximate value/limits:
Do you have any special interests or hobbies that could be considered a home based business? Yes No
Do you travel?Yes No
Do you travel outside of the United States?Yes No
When you travel, do you bring valuables such as watches, jewelry, or furs with you? Yes No
Do you buy things while traveling and want to know that they are immediately insured under your policy? Yes No
If your home were destroyed, would you want to rebuild it in the same location? Yes No
Do you have/want backup of sewers and drain coverage? Yes No
Social Security Number:
Occupation:
Date of Birth:
Sex:
Height:
Weight:
Are you a citizen of the United States?Yes No
Have you lived outside the United States during the last 3 years?Yes No
Do you plan to leave the United States for travel or residence during the next 3 years? Yes No
Please list the foreign countries that you are planning to visit / reside:
Do you currently work in a hazardous occupation? Yes No
Do you participate in risky outdoor activites? Yes No
Do you fly as a pilot, co-pilot or crewmember of an aircraft? Yes No
Are you an active member of the military or military reserve? Yes No
Have you received any violations or had your driver's license suspended in the past 3 years? Yes No
Have you been found guilty of reckless driving or driving under the influence? Yes No
When was the last time that you used any type of tobacco product? Select one Never 1-12 month(s) 13-24 months 25-26 months 37-48 months 49-60 months
Is there any family history of cardiovascular disease? Yes No
Have you had any health symptoms or been treated for any of the conditions listed below? Yes No
If yes, please check below:
AIDS & AIDS related Epilepsy Liver Disease Psychiatric disorders
Alcoholism Fatigue Disorders Lupus Rheumatoid arthritis
Alzheimer's Heart Disease/Bypass surgery Lymphoma Seizure disorders
Asthma High blood pressure Manic depression Spinal disc disorders
Breast cancer HIV Melanoma Stroke
Chronic bronchitis Infertility Multiple sclerosis Substance abuse
COPD Joint replacement Muscular dystrophy TIA
Diabetes Kidney stones Other demyelinating disorders Ulcerative colitis
Emphysema Leukemia Peripheral vascular disease Uterine disorders
Do you or have you ever had cancer? Yes No
If yes, specify details here:
Coverage Information
Amount of coverage desired? Select... $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 $500,000 $750,000 $1,000,000 $1,000,000 $1,250,000 $1,500,000 $1,750,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $5,000,000
Desired Term period/type? Select... 5 Years 10 Years 15 Years 20 Years 25 Years 30 Years Whole life
Quote requested within: 24 hrs 48 hrs 72 hrs 120 hrs
Name of business:
Years in business:
Policy Expiration date:
Individual Partnership Corporation Joint Venture Other
Business Address:
Interest:Owner Lessor
Type:Service Retail Office Habitational
Description of operations:
Mortgagee name & address:
Limits of Insurance and Optional Coverage
Building:
Replacement Cost:
Actual cash value:
Construction:Frame Joisted Masonry Masonry Noncombustible Fire Resistive
Sq. foot area of each building:
Sq. foot area occupied by applicant:
Year of Construction:
Number of Stories:
Business personal property:
Deductible: $250 $500 $1,000 $2,500 $5,000 $10,000
Exterior glass:
Sign:
Money & Securities limit desired:
Systems breakdown/ boiler & machinery:
Accounts receivable:
Valuable papers:
Business computer hardware:
Business computer software:
Employee Dishonesty:
Business liability: Select $500,000 $1,000,000
Additional insured name & address:
Non-owned & hired automobile:Yes No
Annual Sales:
Annual Payroll:
3 Year Prior Carrier
Loss History
Remarks