Hi {first_name},
 

Thanks so much for reaching out to us for a quote!
Feel free to schedule an appointment at your convenience HERE
If you ARE requesting a Home & Auto quote, I'll need to get some information from you to put together some quotes for you.
If you ARE NOT requesting a Home & Auto quote, you are all set.
I'll list out the information I'll need below, and please feel free to reply back to this email with the info or give us a call if you aren't comfortable emailing it.

You can also use my InsurGrid Link HERE and it will securely collect all of the information for you and send it back to me automatically. It typically takes about 90 seconds to complete.

I’ll need to get PDF copies of your current insurance coverage, commonly referred to as your declarations pages or renewal information. I’ll match the coverages and make any recommendations regarding coverage gaps based on what you have.
 

If you don’t have copies of your coverage, I’ll need the info below for each vehicle on your policy:

VIN #s for your vehicles or the year, make, and model if you don’t have them.

Coverage Info

Bodily Injury Liability Limits

Property Damage Liability Limits

Comprehensive Deductible

Collision Deductible

Uninsured Motorist Limits

Rental?

Roadside?

If you’d like a homeowner’s quote as well, I’ll need the info below:

Dwelling Coverage Amount

Liability Limit

Deductible

I know it sounds like a lot of information, but your coverage copy, policy declarations, or renewal information will have all of this info listed out for you.
I can pull all the information that I'll need off those documents.

Again, using my Insurgrid link HERE will make this process above super quick and easy.

I’m happy to answer any questions you have in the meantime, and I look forward to working with you!

 

Thank you,
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