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| Note: Hello Mr./Mrs.
my name is
from Pappalardo Agency Inc. Your Homeowners coverage is coming up
for renewal on
and we have a renewal review that should only take a couple of minutes.
Is Now a good Time? |
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| Home, Condo, Rental, Vacation
Homes |
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| Questions |
Yes |
No |
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| 1. Your home is insured for
are you sure that is enough should you have a fire, tornado, etc? |
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| 2. Does your home have an alarm for
fire and or burglary notifying policy or fire Dept? |
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| 3. Have you made any remodeling changes to your
home over $5000 that we are not aware of? |
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| 4. Do you desire flood insurance for your home and
personal property? |
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| 5. Do you keep over $200 in cash in your home, if
yes do you want that insured? |
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| 6. Do you have children away at College? |
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| 7. Do you rent any part of your home or other buildings
on your property to anyone? |
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| 8. Do you use any part of your home or other buildings
for business Purposes? |
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| 9. Is your home titled in a Trust or to someone
other than you or your spouse? |
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| Questions |
Yes |
No |
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| 1. Do you have any collectibles such as antiques,
Fine Arts, Stamps, Coins or baseball cards? |
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| 2. Do you own valuable jewelry or furs that you
want protected from loss? |
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| 3. Do you own valuable sporting equipment and/or
guns? |
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| 4. Do you have silverware that you need protected? |
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| 5. Do you have valuable camera or photo equipment?
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I.) Do you use them for money?
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| 6. Do you own a personal computer used to store
financial or business data? |
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I.) Is the data backed up?
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| 7. Do you have any Business Personal Property kept
in your home or other structure? |
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| 8. Do you own any Equipment, Instruments or tools
used in your occupation or trade? |
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| Questions |
Yes |
No |
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| 1. Do you operate a studio or office in your home
or have a home-based business? |
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| 2. Do you have a hobby that brings in any money? |
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| 3. Do you have any clients who come into your home
to purchase products or services? |
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| 4. Do your children have private jobs like babysitting,
mowing grass, or developing websites? |
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| 5. Do you own any property other than your home,
not insured by us: this could be rental property, office property?
Free Quote? |
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| 6. Do you own any vacation property not insured
by us, cabin, trailer, land share, condo, etc? |
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| 7. Do you have anyone employed, for example a nanny
or housecleaner that may need Workers Compensation coverage? |
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| Questions |
Yes |
No |
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| 1. Do we insure all the vehicles you own? Can we
provide a free quote? |
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| 2. Do you have any drivers in your home other than
you & your spouse? |
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| 3. Do you have any students away at college over
100 miles from home? |
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I.) With a Vehicle?
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II.) Are they attending full time?
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| 4. Do you have a company vehicle or a vehicle given
to you for regular daily use that you do not own? |
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| 5. Do you have CDs, tapes, phones, stereos, or other
NON-manufactured installed items in your vehicle? |
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| 6. If your vehicle were involved in an accident,
would you like us to provide the money to get a rental car? |
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| 7. How about towing, car breakdowns. Would you like
us to pay for that? |
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I.) Do you have AAA?
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| 8. Do you own any motorcycles, mopeds, ATVs, Golf
Carts, Antique Autos, Motor Homes, or Trailers? |
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| 9. Do you own a new vehicle or currently have loan/lease
gap coverage on a vehicle? |
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| 10. Do you have a customized vehicle or truck cap? |
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| Umbrella Liability
Policy |
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| Questions |
Yes |
No |
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| 1. Imagine a bad auto accident, the other party
sues for $769,000, do you want us to pay for all of that? |
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| 2. Do you own any animal that could bite someone
or cause a lawsuit? |
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| 3. Do you own a trampoline or swimming pool? |
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| 4. If your net worth is more than your auto or home
insurance limits, would you pay $2-$3 a week to have it protected? |
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| Questions |
Yes |
No |
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| 1. Do you own any of these items Not insured by
us? Boat, Motor home, Camper, Motorcycle, Golf Cart, Jet Ski, 4
wheeler, Other recreational item or aircraft? |
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| 2. Do you own a business not insured by us? |
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I.) When does that renew?
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II.) Can we contact you then?
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| 1. If you get sick or injured and can't work for
7-13 weeks, would you like us to make your car payments and/or house
payments? |
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| 2. Would you please tell me the names and ages
of your family members! |
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Name
Age
Male
Female
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| Name
Age
Male
Female
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| Name
Age
Male
Female
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| Name
Age
Male
Female
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| Name
Age
Male
Female
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| 1. What is your e-mail Address?
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| Emergency
Contact Program |
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Imagine This, Disaster Strikes- and we don't know where to find
you. For these situations, we have created Pappalardo Agency Emergency
Contact Program. Here are a couple of examples of how the program
works.
We recently had a situation where an insured of our had his house
burglarized, luckily he was not home at the time. We were able
to start the claim but had no way of contacting the insured or
his family. You see the police were calling us trying to find
the insured. We ask that you give us every way to contact you
in the event of an emergency. In addition could you set up a special
contact for us in the event something happens and you are unreachable,
this person could be family, friends, and neighbors, anyone who
you would want to handle immediate issues in case you were out
of town for instance. We promise NEVER to call these individuals,
unless you have a claim and we can't reach you.
* An individuals home was badly damaged by fire while they were
on vacation. The Emergency Contact contacted the agency and got
the claim going immediately. The agency contacted a contractor
and had the home secured that day.
** A business owner's business was broken into one Friday evening.
His business-neighbor, an Emergency Contact saw the damage to
the front door and called. The business owner was contacted and
had the claim going before he arrived.
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By providing the names of three EMERGENCY CONTACTS we may be
able to prevent a situation from getting worse.
Name:
Phone:
Address:
Name:
Phone:
Address:
Name:
Phone:
Address:
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| Notes |
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| Thank you again for being such a
great client, we greatly appreciate you and please do tell your friends
and neighbors about us when talking about insurance! |
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