Private Risk Renewal Insurance Survey

Name

Email Address

Phone

1. To secure correct coverage, it’s important to notify us of any home renovations. **Do you have any plans to complete renovations in the next 12 months? 1. To secure correct coverage, it’s important to notify us of any home renovations. **Do you have any plans to complete renovations in the next 12 months? Yes No

2. To ensure you are properly covered, it’s important to notify us if you decide to rent your home to others. **Have you had any exposure changes to your home in the last 12 months with respect to renting to others? 2. To ensure you are properly covered, it’s important to notify us if you decide to rent your home to others. **Have you had any exposure changes to your home in the last 12 months with respect to renting to others? Yes No

3. It’s becoming increasingly common for insureds to place their homes and autos in LLC’s or Trusts. **In the past 12 months have you moved ownership of your real property into any Trust/LLCs? 3. It’s becoming increasingly common for insureds to place their homes and autos in LLC’s or Trusts. **In the past 12 months have you moved ownership of your real property into any Trust/LLCs? Yes No

4. Did you know Flood, Earthquake, and Landslide are perils specifically excluded on homeowners policies? **Would you like to have a discussion with your AHT team on any of these coverage lines? 4. Did you know Flood, Earthquake, and Landslide are perils specifically excluded on homeowners policies? **Would you like to have a discussion with your AHT team on any of these coverage lines? Yes No

5. It’s important that we have all household drivers disclosed with your insurance carrier. **In the past 12 months, do you have any new household members, or any newly licensed drivers not accounted for? 5. It’s important that we have all household drivers disclosed with your insurance carrier. **In the past 12 months, do you have any new household members, or any newly licensed drivers not accounted for? Yes No

6. To ensure you are properly covered, it’s important to notify us of any exposures changes to your household vehicles such as business use or vehicles being used for delivery services. **Have you had any exposure changes with your household vehicles in the past 12 months? 6. To ensure you are properly covered, it’s important to notify us of any exposures changes to your household vehicles such as business use or vehicles being used for delivery services. **Have you had any exposure changes with your household vehicles in the past 12 months? Yes No

7. Homeowners policies limit coverage for special items such as jewelry, art, musical instruments, etc. **In the past 12 months, have you purchased any jewelry, art, musical instruments, or collectibles of significant value? 7. Homeowners policies limit coverage for special items such as jewelry, art, musical instruments, etc. **In the past 12 months, have you purchased any jewelry, art, musical instruments, or collectibles of significant value? Yes No

8. Your Excess Liability/Umbrella policies provides asset protection. Did you know sitting on a Not For Profit Board may create an extra layer of risk we may be able to protect against? ***In the past 12 months, have you joined any Not-For-Profit Boards? 8. Your Excess Liability/Umbrella policies provides asset protection. Did you know sitting on a Not For Profit Board may create an extra layer of risk we may be able to protect against? ***In the past 12 months, have you joined any Not-For-Profit Boards? Yes No

9. Please feel free to share any other exposure changes in your household.