Step 1 — Intake & Primary Applicant

Agent To Send Data To

Full Name

Address Of Primary Property

Date of Birth

Why Are We Having A Conversation?

The Named Insured Is An

Email

Phone

Marital Status

Is the mailing address different from the primary residence?

Occupancy & Former Occupations

Does the applicant have a high-profile occupation?

Discount — Military / First Responder?

Step 2 — Additional Applicants (On The Deed)

Is Anyone Else On The Deed?

Step 3 — Other Household Members

Other Household Members (Not On The Deed)

Step 4 — Eligibility & Residency

Has the applicant had a judgment or lien in the past 5 years?

In the last 5 years, has any applicant been indicted for or convicted of fraud, bribery, arson or an arson-related crime?

Has any coverage been declined, cancelled, or non-renewed during the last 3 years?

Have they lived at the same address for the last 3 years?

Step 5 — Property(s) & Claims By Property

Property #1 (Primary Residence)

Property Address

Distance to Coast

Type of Property

Occupancy Type

Is the home for sale?

Square Footage

Year Built

Number of Stories

Number of Bedrooms

Number of Bathrooms

Type of Construction

Architectural Style

Is it a modular, earth, dome, green/experimental, or other non-conventional home?

Is the dwelling recognized as a historical building?

Condition of Home

Renovation & Construction

Any remodeling/renovation plans in the next 12 months?

Is the property situated on more than one acre?

Slope of Site

Foundation Type

Exterior Materials (%)

Brick/Block/Cement
Rock
Fiber + Cement
Stucco
Wood
Vinyl

Flooring Materials (%)

Wood
Tile
Carpet
Linoleum

Roof Age

Roof Type

Roof Shape

Year Roof Last Replaced / Renovated

Solar Panels

Electrical System

Year Electrical Last Renovated

Any knob & tube wiring, aluminum wiring, or fuses?

Any electrical panels by FPE, Stab-lok, Challenger, Pushmatic, Sylvania, or Zinsco?

HVAC

Year HVAC Last Renovated

Heating

Fireplace(s)

Wood-Burning Stove or Portable Heating Device?

Is there an above-ground fuel tank on the premises?

Is there an underground fuel tank on the premises?

Plumbing

Year Plumbing Last Renovated

Any galvanized, cast iron, polybutylene, PEX (pre-2006), or other non-copper/PVC piping?

Does the dwelling have any piping that is not copper, PVC, and/or PEX?

Water Heater Location

Water & Sewage

Garage Type

Separate Structure(s) — value of detached garages, gazebos, fences, walls, gates, sheds, driveways, etc.

Pool

Fire Alarm

Smoke Detector

Fire Extinguisher

Sprinkler System

Miles to Fire Department

Feet to Hydrant

Burglar Alarm

Water Alarm

Deadbolt Locks On All Exterior Doors

Gated / Secured Community

Tree-Free Yard (no trees over 10 ft within 20 ft of the home)?

Property-level Fire Mitigation?

Community-level Fire Mitigation (e.g. Firewise)?

HOA

Number of Mortgages On The Property

Does the home have any existing (non-cosmetic) damage?

Is there any structural damage to the dwelling?

Has the home been in foreclosure in the last 3 years?

Any business or farming conducted on premises?

Animals on Property

Is there an ADU (Accessory Dwelling Unit) on the property?

Claims & Loss History

Any loss or claim on this property in the past 5 years?

Step 6 — Autos, Boats, & Other Vehicles (Optional)

List of Drivers To Be Covered

List of Cars, Boats, & Other Vehicles

Step 7 — Additional Notes & Submit