Personal Protection Review

Protecting Other People

Protecting Other People:

	Yes	No	I have a question about this.
Do you have a trampoline?
Do you have a swimming pool?
Do you have a dog?
Do you have a gardener?
Do you have a nanny?
Do you have cleaning staff?
Do you have a vacant land?
Do you have any income producing hobbies?
Do you have a home based business?
Are you a director or a member of a non-profit board or association?
If someone seriously hurt themselves on your insured property you MAY be sued for over $1 million. The difference between $1 million and $2 million insurance coverage is typically less than $25.00.
If you or another licensed operator have an accident with your insured vehicle (car, boat, ATV, motorcycle) and are at fault you MAY be responsible for over $1 million in personal injury. The difference between $1 and $2 million insurance coverage is typically under $75.

Protecting Yourself and Your Property

Protecting Yourself and Your Property:

	Yes	No	I have a question about this.
All insurance policies have coverage limits for jewellery. Do you have any jewellery that you would want replaced if it were lost or stolen?
Do you have any collections: guns, coins, antiques, artwork or other collections?
Do you have any personal belongings located away from your home (i.e. golf cart, books, laptop)?
Do you own a vacation home that is not presently insured with us? (i.e. camp, cottage, time share or rental property)
Do you travel to the USA using your own vehicle?
Do you leave your home unoccupied when you travel?
Are any members of your family away at school or in a nursing home?
Identity theft is a growing crime across Canada & USA. Some credit cards provide protection but it is limited. Are you concerned about Identity Theft?

If your home were damaged by water escape (other than flood which is excluded) or sewer backup what amount do you feel would adequately replace your losses?:

With changing weather patterns, water escape claims continue to rise. The average water claim for our brokerage in the past has been in $18,000 +.

Protecting Your Family

Protecting Your Family:

	Yes	No	I have a question about this.
Would your family suffer financially from unpaid debt, final expenses or loss of your income?
If you were unable to work due to sickness or an injury, would you be able to maintain your financial obligations?

Do you have financial resources if you become unable to care for yourself? Ask us about Long-Term Care Insurance.:

Changes to Your Situation

Changes to Your Situation:

	Yes	No	I have a question about this.
Have you made any recent improvements or additions to your home or property?
Have you made any major purchases in the last year?
Do you have a monitored burglar or fire alarm in your home?
Do you use natural gas?
Do you have a wood burning stove?

Please describe any recent improvements or additions to your home or property:

Please describe any major purchases in the last year:

Other Policies

To properly protect your assets, we would be pleased to provide a quotation for any insurance coverage that is not written with us. Please provide the following:

Renewal Date for Auto Policy:

Insurance Company for Auto Policy:

Renewal Date for Home Policy:

Insurance Company for Home Policy:

Renewal Date for Motorcycle Policy:

Insurance Company for Motorcycle Policy:

Renewal Date for Recreational Vehicle Policy:

Insurance Company for Recreational Vehicle Policy:

Renewal Date for Seasonal Property Policy:

Insurance Company for Seasonal Property Policy:

Renewal Date for Rental Property Policy:

Insurance Company for Rental Property Policy:

Renewal Date for Life Insurance Policy:

Insurance Company for Life Insurance Property Policy:

Feedback/Questions

How are we doing at looking after your insurance needs? Is there anything we can be doing better?:

Helping Others

If we have exceeded your expectations, perhaps we should be helping your friends and neighbours. Let us know and we would be happy to give them a call.

Name:

Phone Number:

How you know them:

Name:

Phone Number:

How you know them:

After we review your information, one of our team members may be in contact with you. What is the best way to reach you?:

E-mail:

Daytime Phone:

Cell Phone: