Thanks for Reaching Out!
We'll be calling you soon. Having this information ready will make our conversation quick and productive.
Personal Information
- Full legal name (as it appears on your ID)
- Date of birth
- Social Security Number
- Prior address (if you've lived at current address less than 3 years)
This helps us verify your identity and check for any discounts you may qualify for.
Home Details
- Year home was built
- Year of roof update or replacement
- Year of HVAC (heating/cooling) update
- Year of electrical update
- Year of plumbing update
- Type of heating (central heat with ducts, wood stove - indoor/outdoor, heat pump, etc.)
Recent updates to major systems can significantly lower your premium—don't forget to mention them!
Household Information
- Number of people living in the household
- Is this a primary residence or seasonal/secondary home?
- Type of pets/animals (dogs, cats, livestock, etc.)
- Any bite history for dogs or other animals
Being upfront about pets and occupants helps ensure your policy will actually pay out when you need it.
Loss & Claims History
- Previous insurance claims in the last 5 years (type and amount)
- Any history of arson (required by all carriers)
- Current insurance company and policy expiration date (if applicable)
Carriers require this information—being honest upfront prevents claim denials later.
What Happens Next
- 1We'll call to gather your information
- 2We submit your details to multiple carriers
- 3We compare quotes and call you to review options
- 4You choose the best combination of price and coverage
The whole process usually takes a day or two. We do the shopping—you make the final decision.
Questions before we call?