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Personal Homeowner Quote Questionnaire
Personal Homeowner Quote Questionnaire
Personal Homeowner Quote Questionnaire
Date
MM slash DD slash YYYY
Referred by
Applicant 1
First
Last
DOB
MM slash DD slash YYYY
Applicant 2
First
Last
DOB
MM slash DD slash YYYY
Phone
Ok to leave message?
Yes
No
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Prior Address if less than 3 years
New Purchase?
Yes
No
Closing Date
Purchase Price
Home Information
Year Built
Square Footage
# of Stories
Foundation
Basement
Slab
Crawl Space
Basement Finished
Yes
No
% Finished
Walkout?
Yes
No
Exterior Wall Finish
Garage
Yes
No
Attached?
Yes
No
# of Cars
# of Bathrooms
Finish
Builders Grade
Custom
# of Kitchens
Finish
Builders Grade
Custom
Flooring Types
Wood Burning Stove
Yes
No
Fireplace
Yes
No
If yes, how many?
Gas or solid fuel?
Deck
Yes
No
Square Footage
Porch
Yes
No
Square Footage
Central Air?
Yes
No
Type of Heat
Year of Update To:
Roof
Wiring
Plumbing
Heating
Central Fire Alarm?
Yes
No
Central Burglar Alarm?
Yes
No
Smoke Detectors?
Yes
No
Trampoline?
Yes
No
Anchored?
Yes
No
Netting?
Yes
No
Fenced Yard?
Yes
No
Pool?
Yes
No
Fenced?
Yes
No
Special Features
Sauna, wet bar, skylight, wine cellar, greenhouse, large windows, fench doors, etc
Mortgage on the home?
Yes
No
Mortgagee
Home deeded to anyone else, trust, or LLC?
Yes
No
If yes, name?
Deductible
$500
$1000
$1500
$2000
Other
Other Deductible
Water back up of sewer and drain
Yes
No
Limit Desired?
Earthquake Coverage
Yes
No
Earthquakes are not covered by a stardard homeowners policy
Flood Quote
Yes
No
Floods are not covered by a stardard homeowners policy
Umbrella Quote
Yes
No
General Questions
Will the home be occupied?
Yes
No
Do you own any revreational vehicles?
Yes
No
Do you own any watercraft?
Yes
No
Do you own any hight value jewelry items?
Yes
No
Any buisness operated out of the home?
Yes
No
Do you have a nanny?
Yes
No
Are there any pets on the property?
Yes
No
Types?
Do you rent your home or part of your home?
Yes
No
Such as VRBO, Airbnb, or Home Share?
Additional Information on Applicants
Occupation
Co-Application Occupation
Group Affiliations
AARP, Alumni Member, Medical Association, Chamber Member, etc
Prior Carrier
Expiration Date
Home claims past 5 years
Additional Remarks
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