Insurance Review Bundled Clients HO3 Insurance Review, Bundle HO3 Insurance Review, Bundle HiddenNext Steps: Sync an Email Add-OnTo get the most out of your form, we suggest that you sync this form with an email add-on. To learn more about your email add-on options, visit the following page (https://www.gravityforms.com/the-8-best-email-plugins-for-wordpress-in-2020/). Important: Delete this tip before you publish the form.About YouYour Name(Required) First Last Best Email Address(Required) Best Phone Number(Required)Auto Insurance QuestionsDo any drivers in your household drive for Uber, Lyft, Doordash or any other company like this, or do any delivery with their vehicle?YesNoWho is the driver, what do they do and when did they start doing it? Do you have any vehicles that have over $1,500 of custom equipment? (This is equipment added the vehicle after it was manufactured)YesNoWhich vehicle is it, what does it have and how much would the custom equipment cost? Do you own anything with a motor that you don’t have insurance for? (Boat, motorcycle, scooter, etc)YesNoIt is a good idea to have an insurance policy for anything with a motor. What do you have and are you interested in having insurance for it? Is there a person who lives in your home, who does have a drivers license or permit but who is NOT LISTED as a driver on your auto insurance policy?YesNoIf someone lives in your home and if they are not listed as a driver on your policy and if they drive a car, your auto insurance will not cover them. Let us know if you need a list of drivers listed on your auto insurance policy. Who is this person, do they have a permit or a license, how long have they lived at the home? Do you need to add a vehicle or a driver onto your auto insurance policy or make any other change?YesNoTell us more information. It is very important that your insurance policy must have accurate information so that you can be properly covered. Do you have any questions about how auto insurance works?YesNoWe would be happy to explain anything to you about insurance at any time!What is your question? Homeowners Insurance for primary residenceAddress of your primary residence What year was your roof last replaced? What type of roof do you have? Does your roof happen to have Class 4 hail resistant shingles? Some insurance companies offer a small discount if you have a class 4 hail resistant roof. They would need a certificate from the roofing company or they would remove the discount.Have you done any renovations recently such as: 1) adding square footage to your home, 2) finished a basement, 3) redone a kitchen or a bathroom, 4) added a new deckOwnRentHomeowners insurance has coverage limitations for certain categories of personal property, such as jewelry, art, collections, collectibles, furs, gold, silver, instruments, etc. Do you own more than $1,500 of any of these categories and would you like to make sure that they are properly insured?OwnRentDo you own any e-bikes?OwnRentSome e-bikes are not covered by homeowners insurance at all. If you want the bike to be covered or if you want liability coverage (in case you injure someone), you might need to get a separate policy for your e-bike.Rental PropertiesDo you own any rental properties?YesNoHow many rental properties do you own that are insured by Ullrich Insurance?OwnRentFor rentals insured with Ullrich Insurance, what is the address and what year was the roof last replaced?OwnRentSometimes, someone might replace a roof but not tell Ullrich Insurance. We like to confirm the roof age often to make sure that we have this accurate.Do you own any rental properties that are NOT insured with Ullrich Insurance?YesNoHow many rentals do you own that are not insured with Ullrich Insurance, and would you be opposed to Ullrich Insurance finding your best insurance option for them?OwnRentLife InsuranceYour family's life insurance situationYes, we would like to talk wtih Ullrich Insurance aboutNoWould you like for Ullrich Insurance to do a review of your family's current life insurance plan?YesNoOther insuranceWhat is your current life insurance situation?OwnRentWould you like for Ullrich Insurance to send you the best pricing and more information for a new life insurance plan for your family?OwnRentWould you like to speak with Ullrich Insurance about: financial advising, Medicare, helath, disability or any other type of insurance for yourself or your family?YesNoWhat would you like to discuss? We are happy to help!YesNo
