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Personal Lines Renewal Checklist - PLW

Checklist used in our renewal process to verify coverage against our agency standards

Client Name(Required)
Check all that have downloaded:
Address (physical)(Required)
Policies we currently have(Required)
Resident Type(Required)
Do they have a secondary residence(Required)
If yes, enter address in the "any additional notes" section at the end of the form
Own rental property(Required)
If yes, enter how man in the "any additional notes" section at the end of the form
Do we have their flood insurance(Required)

COVERAGE STANDARD: We currently do not have BOTH their home and auto, we need to get it.

Mono-line policyholders are 80% more likely to leave us. We need to convert this mono-line client to a multi-line customer.

Home

Current Home Insurance Company
Other Home Insurance Company
If Safeco, which coverage level(Required)
Home Liability Limits(Required)

COVERAGE STANDARD: Minimum Liability Limits of $300,000

COVERAGE STANDARD: Minimum Liability Limits of $500,000

COVERAGE STANDARD: Client should have an Umbrella

HOME ENDORSEMENTS

Guaranteed Replacement Cost Amount(Required)
Replacement cost on contents?(Required)
Water Backup(Required)
Special Perils on Contents(Required)
Personal Injury(Required)
Identity Theft(Required)
Scheduled items(Required)
If yes, enter in Scheduled Items box
copy and past a brief description from Elynx

Scheduled items(Required)
If yes, enter in Scheduled Items box
copy and past a brief description from Elynx

Auto

Current Auto Insurance Company(Required)
If Safeco, which coverage level(Required)
Telematics(Required)
Auto Liability Limit(Required)

COVERAGE STANDARD: minimum $100/300

COVERAGE STANDARD: minimum $250/500

COVERAGE STANDARD: minimum $250/500 with an Umbrella

Uninsured Motorist Limit(Required)
Uninsured Motorist Property Damage(Required)
Med Pay Limits(Required)
Rental Reimbursement(Required)
Enter amount or coverage description
Comp Deductible(Required)
Collission Deductible(Required)

Umbrella

Umbrella Limits(Required)
Please state the number of each owned:
Home
Autos
Boats / Jet Skis
Motorcycles
ATVs
RV/Camper
 

Example: Any underwriting notes: Trampolines, pools, dogs, etc

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