Used to compare current coverages against our coverage standards Personal Lines Renewal Checklist – Reed Insurance Checklist used in our renewal process to verify coverage against our agency standards Account manager(Required) Pattie Jones Melissa Calhoun Client Name(Required) First Last Client Number (from Ezlynx)(Required) Client Ezlynx URL(Required) Check all that have downloaded: Home Auto Umbrella Address (physical)(Required) City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Policies we currently have(Required) Auto and Home Auto and Mobile Home Auto and Condo Auto and Rental Umbrella Auto, no Home Home, no Auto Resident Type(Required) Own a house Mobile Home Condo Rent a house Rent an apartment Rent a mobile home Living with family Do they have a secondary residence(Required) Yes No If yes, enter address in the “any additional notes” section at the end of the formOwn rental property(Required) Yes No If yes, enter how man in the “any additional notes” section at the end of the formDo we have their flood insurance(Required) Yes No 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. HomeCurrent Home Insurance Company Aegis All State Allied Trust Access Home American Modern ASI / Progressive Encompass Foremost Star Hartford Heritage National General Nationwide Safeco Safepoint Other Home Insurance Company MetLife Fair Plan Kemper TPI If Safeco, which coverage level(Required) Essentials New Quality-Plus Optimum Premier / Ultimate Square feet of living area(Required) Home Liability Limits(Required) $500,000 $300,000 $100,000 Less than $100,000 COVERAGE STANDARD: Minimum Liability Limits of $300,000COVERAGE STANDARD: Minimum Liability Limits of $500,000COVERAGE STANDARD: Client should have an UmbrellaHOME ENDORSEMENTSGuaranteed Replacement Cost Amount(Required) 100% 75% 50% 25% NONE Replacement cost on contents?(Required) Yes No Water Backup(Required) $5,000 $10,000 $25,000 $50,000 NONE Special Perils on Contents(Required) Yes No Personal Injury(Required) Included NOT Included Identity Theft(Required) Included NOT Included Scheduled items(Required) Yes No If yes, enter in Scheduled Items box Scheduled Itemscopy and past a brief description from ElynxScheduled items(Required) Yes No If yes, enter in Scheduled Items box Scheduled Itemscopy and past a brief description from ElynxAutoCurrent Auto Insurance Company(Required) All State Bristol West Encompass Foremost Signature (Met Life) Hartford Kemper National General Nationwide Progressive Safeco If Safeco, which coverage level(Required) Essentials Enhanced / New Quality-Plus Superior / Optimum Ultra / Ultimate Telematics(Required) Yes No Auto Liability Limit(Required) Lower than $50,000 / $100,000 / $50,000 $50,000 / $100,000 / $50,000 $100,000 / $300,000 / $100.000 $250,000 / $500,000 / $150,000 COVERAGE STANDARD: minimum $100/300COVERAGE STANDARD: minimum $250/500COVERAGE STANDARD: minimum $250/500 with an UmbrellaUninsured Motorist Limit(Required) Lower than $50,000 / $100,000 / $50,000 $50,000 / $100,000 $100,000 / $300,000 $250,000 / $500,000 Rejected Uninsured Motorist Property Damage(Required) $25,000 $50,000 $100,000 Rejected Med Pay Limits(Required) $5,000 $10,000 $25,000 Rejected Rental Reimbursement(Required) $40 $50 $60 $75 Rejected Towing/Roadside Assistance Enter amount or coverage descriptionComp Deductible(Required) $100 $250 $500 $1,000 $2,000 $2,500 Rejected Collission Deductible(Required) $100 $250 $500 $1,000 $2,000 $2,500 Rejected UmbrellaUmbrella Limits(Required) $500,000 $1,000,000 $1,500,000 $2,000,000 Please state the number of each owned:HomeAutosBoats / Jet SkisMotorcyclesATVsRV/Camper Add RemoveAny additional notesExample: Any underwriting notes: Trampolines, pools, dogs, etc
