Winning Home Quote "*" indicates required fields Thank you so much for calling today about protecting your home. I will need to gather information to get you the best price and the best coverage. Is it okay to ask you the questions needed to provide you with our White Glove Insurance Service? 😀😀🏠 What is the address of the property you want to get insurance for?* Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Is this home a new purchase?* Yes No What is the name of your current home insurance company?*When does it expire?*We’ll need a list of your current coverage limits and deductibles. Which option works best for you?* You can read them to me now Text or email your current insurance declaration page Use our secure link to sign in to your current insurance company’s website, which will automatically send us your coverage and deductible information. 🔗 https://app.usecanopy.com/c/a-b-insurance-agency-inc?id=Nv1lAd🚩 Is your current insurance company cancelling or nonrenewing your home insurance?* Yes No Insurance companies will not insure a home that is being cancelled without a copy of the cancellation. Can you text, email, or fax it to me?*🏁 Do you have any preference for coverages or deductibles?* Yes No List preferences*☎️What is your best phone number?*📧 What is your email?* What is your name?* First Last Is this the name the home is deeded to?* Yes No Deeded Owner(s) Name*What is your date of birth?* MM slash DD slash YYYY Are you married or single?* Married Single What is your occupation?*Is there anyone else's name listed on the deed?* Yes No What is their name?* First Last What is their date of birth?* MM slash DD slash YYYY What is their occupation?*Do you live in this home, rent it out, or something else?* Owner Occupied Rental Vacant Builders Risk What is your mailing address?*If you've lived here less than 5 years, what is your prior address?Is any part of the home a mobile or modular home?* Yes No Is risk a new ground up construction or a major renovation?* Yes No 💰 What is the purchase price of the home?*How much is the cost of repairs?*How many months of insurance do you want?*Describe the renovations to be done*What building limit would you like quoted?*Is it an annual lease or a short-term vacation rental?* Annual lease Short-term vacation rental Do you require your tenants to have a rental policy?* Yes No Do you have a property manager?* Yes No Do you have a pool or trampoline?* swimming pool trampoline none Does the pool have a diving board or slide?* diving board slide that goes into the pool none 🐰Are there any pets?* Yes No What is the breed type? Mixed breed is an unacceptable answer*Does your neighborhood have a guard, a gate or is it a single-entry neighborhood? Guard Gate Single Entrance None 🚨 Does your home have a monitored burglar alarm?* Yes No Discounts!In the last 5 years have you had a bankruptcy, foreclosure or repossession?* Bankruptcy Foreclosure Repossession None Provide details*Is it still open? When did it close? Why did it occur?Have you had any home insurance claims in the past 5 years?* Yes No Description of claim (fire, liability, hurricane....)What is the date of claim(s)*How much was paid?*Is the claim opened or closed* Open Closed What year was the home built?*How old is your roof?*What type of roof do you have?* 3-tab shingle architectural shingle metal flat something else How old is your water heater?*What type of plumbing do you have?* PVC Galvanized Polybutylene How old is your central heat and air system?*Other than price, is there anything you don't like about your current insurance?*What is the best way to provide you with the proposal, a phone call, email, or text?* Phone Call Email Text How did you hear about A & B Insurance? ....👀👀👀.... If referral, list the persons NAME*Do you approve texting?* Yes No 👉Thank you for sharing all of that information with me today. We’re now going to shop your quote with about 20 top-rated insurance companies to make sure you get the best coverage at the best price. We’ll take care of everything and have your personalized options ready for you within the next 24 hours. 👉 Do you have any questions or concerns today?*Enter your email below to receive a copy.* ✅Checklist Download the quote sheet from your email 👀 Create Prospect in QQ Catalyst 👀 Email the Home Team (Inside QQ) 👀 Add Prospect to OneDrive Excel Tracker 👀
