Personal Renewal Review Checklist Contact InformationName First Last 1st named insuredEmail PhoneOccupation Name First Last 2nd named insuredEmail PhoneOccupation Best Way to ContactPhone CallTextEmailLocation Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Mailing Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code If different from LocationAutoAny drivers to be added in HH?Select OneYesNoName First Last DOB Drivers License Number Good StudentSelect OneYesNoName First Last DOB Drivers License Number Good StudentSelect OneYesNoReview/List current coverages on Autos Does the insured want to keep coverages as isSelect OneYesNoChanges to be made if any i.e liability limits or deductiblesAny Autos to be added or removed?Select OneYesNoAdd Remove Are they interested in a AAA Membership?Select OneYesNoAlready have oneNotesHomeReview current dwelling amount Do they have Guaranteed RC?Select OneYesNoCompany doesn't offer the endorsementDo they have Water Back Up/Sewer DrainSelect OneYesNoDo they have Roof/Siding Coverage MatchingSelect OneYesNoAre they interested in a home warranty?Select OneYesNoI.e ArmadilloNotesRecreational VehicleNotesUmbrellaReview umbrella covers all policies.Select OneYesNoInclude policies we also don't have at our agency and CSList if anything needs to be added NotesAgency FeedbackReview CS opportunities along with any other feedback to add.
