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Annual Insurance Checklist
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Which type of insurance do you have with us? Select all that apply.
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Have you renovated, remodeled, added on to, or otherwise updated your home(s)?
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Have you started a business based out of your home?
Yes
No
Do you protect your home with a professional security system?
Yes
No
Have you added a permanent swimming pool?
Yes
No
Do you or any family members perform babysitting services in your home?
Yes
No
Do you employ any part-time or full-time domestic help, including nannies, housekeepers, or landscapers?
Yes
No
Have you purchased any additional residences such as condos, timeshares, or second houses?
Yes
No
Do you rent out your home as part of the home-sharing economy?
Yes
No
If you’ve started renting out your home or any other property, do you have renters insurance?
Yes
No
Are all of your vehicles, including recreational vehicles and watercraft, insured with this agency?
Yes
No
Have you recently purchased any additional automobiles, recreational vehicles, or watercraft?
Yes
No
Have you upgraded any of your vehicles with new equipment?
Yes
No
Do you need to add any new drivers to your policy?
Yes
No
Do you drive any employer-sponsored vehicles?
Yes
No
Do you own any older vehicles that may be classic or collector cars?
Yes
No
Do you provide ride services as part of the ridesharing economy?
Yes
No
Do you have any children who no longer live at home and can no longer be considered dependents?
Yes
No
Have you purchased any jewelry, electronics, or other valuables that you would like to add to your policy?
Yes
No
Are there any such items that you would like to change or remove from your policy?
Yes
No
Do you insure your personal possessions for their full replacement value?
Yes
No
Have you recently added or otherwise changed ownership of assets such as trusts, titles, or LLCs?
Yes
No
Are there any other insurance coverage issues you would like to discuss?
Yes
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Business Insurance
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Total Number of Employees
Are there any business properties or pieces of equipment that you have recently acquired, leased, or sold?
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Have you closed or opened any business locations?
Yes
No
Has your company building undergone any renovations, additions, or other significant changes?
Yes
No
Have you added, changed, or removed any company products?
Yes
No
Has your inventory level experienced any significant shifts or fluctuations?
Yes
No
Do you either purchase supplies from or sell your products to foreign countries?
Yes
No
Has the ownership structure of your business changed?
Yes
No
Has there been a 10% or greater change in your business's revenue in the last year?
Yes
No
Do 50% or more of your materials come from a single supplier?
Yes
No
Do 50% or more of your sales come from a single buyer?
Yes
No
Do any of your employees regularly work from home or from another state?
Yes
No
Do any of your employees regularly travel to other states or countries for business?
Yes
No
Do any of your employees travel for business in their personal vehicles?
Yes
No
Has your company leased, purchased, or sold any automobiles or other vehicles?
Yes
No
Do you require all vendors, subcontractors, and 1099 workers to provide certificates of insurance?
Yes
No
Are there any other insurance coverage issues you would like to discuss today?
Yes
No
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