Annual Insurance Checklist

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Annual Insurance Checklist

Name(Required)
Which type of insurance do you have with us? Select all that apply.*

Personal Insurance

Have you renovated, remodeled, added on to, or otherwise updated your home(s)?
Have you started a business based out of your home?
Do you protect your home with a professional security system?
Have you added a permanent swimming pool?
Do you or any family members perform babysitting services in your home?
Do you employ any part-time or full-time domestic help, including nannies, housekeepers, or landscapers?
Have you purchased any additional residences such as condos, timeshares, or second houses?
Do you rent out your home as part of the home-sharing economy?
If you’ve started renting out your home or any other property, do you have renters insurance?
Are all of your vehicles, including recreational vehicles and watercraft, insured with this agency?
Have you recently purchased any additional automobiles, recreational vehicles, or watercraft?
Have you upgraded any of your vehicles with new equipment?
Do you need to add any new drivers to your policy?
Do you drive any employer-sponsored vehicles?
Do you own any older vehicles that may be classic or collector cars?
Do you provide ride services as part of the ridesharing economy?
Do you have any children who no longer live at home and can no longer be considered dependents?
Have you purchased any jewelry, electronics, or other valuables that you would like to add to your policy?
Are there any such items that you would like to change or remove from your policy?
Do you insure your personal possessions for their full replacement value?
Have you recently added or otherwise changed ownership of assets such as trusts, titles, or LLCs?
Are there any other insurance coverage issues you would like to discuss?

Business Insurance

Are there any business properties or pieces of equipment that you have recently acquired, leased, or sold?
Have you closed or opened any business locations?
Has your company building undergone any renovations, additions, or other significant changes?
Have you added, changed, or removed any company products?
Has your inventory level experienced any significant shifts or fluctuations?
Do you either purchase supplies from or sell your products to foreign countries?
Has the ownership structure of your business changed?
Has there been a 10% or greater change in your business's revenue in the last year?
Do 50% or more of your materials come from a single supplier?
Do any of your employees regularly work from home or from another state?
Do any of your employees regularly travel to other states or countries for business?
Do any of your employees travel for business in their personal vehicles?
Has your company leased, purchased, or sold any automobiles or other vehicles?
Do you require all vendors, subcontractors, and 1099 workers to provide certificates of insurance?
Are there any other insurance coverage issues you would like to discuss today?
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