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Personal Lines Questionnaire
Personal Lines Questionnaire
Tell Us A Little About Yourself.
Review your current insurance.
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Client Center
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Personal Lines Questionnaire
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Personal Lines Questionnaire
Prospect Name
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First Name
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Last Name
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What lines of coverage do you currently have?
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Home
Life
Auto
Liability
Boat
Motorcycle
Phone
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Phone
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Email
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Email
*
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Street Address
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Address Line 2
City
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State
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ZIP Code
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Who is your current agent?
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Who is your current agent?
*
How long have you been with them?
*
How long have you been with them?
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What services does your current agent provide?
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Strategic planning
Account rounding
Home business coverage
Policy reviews
Online services
Custom communications (newsletter, articles, flyers, etc.)
How often do you receive communications from your agent?
*
How often do you receive communications from your agent?
*
How often would you want to communicate with your agent?
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How often would you want to communicate with your agent?
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If you had to file a claim with your agent, how would you do so?
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If you had to file a claim with your agent, how would you do so?
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Do you regularly have a mid-year or pre-renewal meeting? Does your agent regularly review your policies to ensure you are both adequately covered and saving money?
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Do you regularly have a mid-year or pre-renewal meeting? Does your agent regularly review your policies to ensure you are both adequately covered and saving money?
*
Have you ever been surprised by an unexpected rate increase?
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Have you ever been surprised by an unexpected rate increase?
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How are you prepared for a catastrophic loss? When was the last time you performed a review of the dangers to your home, family and vehicles?
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How are you prepared for a catastrophic loss? When was the last time you performed a review of the dangers to your home, family and vehicles?
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Are you and your family safety-conscious?
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Are you and your family safety-conscious?
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How did you hear about First Security Company, Inc.?
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About Us
Meet Our Team
Join Our Team
Amazing Feedback
We Are Independent
Insurance Companies
Personal Insurance
Home Insurance
Auto Insurance
Condo Insurance
Mobile Home Insurance
Renters Insurance
More Personal Insurance
Personal Questionnaire
Business Insurance
Business Owners Insurance
Workers’ Compensation Insurance
Cyber Liability Insurance
Hospitality Insurance
Manufacturer Insurance
Contractor Insurance
More Business Insurance
Business Questionnaire
Programs
AdvenSure
Animal Keepers
ESIP
Contact
Hickory, NC
Boone, NC
Start a Conversation
Client Center
[email protected]
Call 828-322-4171
Visit First Security Insurance on Twitter
Visit First Security Insurance on Facebook
Visit First Security Insurance on Linkedin
Visit First Security Insurance on Youtube