Annual Insurance Review

Annual Insurance Review
Auto
Home
Umbrella
Rental Property

The most effective way to maintain a properly structured insurance plan is to meet with your Insurance Advisor. To make an appointment with an ALLCHOICE Insurance Advisor, please contact us!

While ALLCHOICE believes every customer is best served by personally meeting with his or her advisor in person, we know that is not possible all the time. In order for ALLCHOICE to best serve you, we have created online Review Forms. Just follow these three simple steps:

Choose the policy type in the tabs above.
Complete the Review Questionnaire.
Click Submit.

That’s it! An advisor will review your Questionnaire then contact you should any changes need to be made.

Please complete the online form below. Once you submit the form, an ALLCHOICE Insurance Advisor will review your answers.

If you feel more comfortable completing a form offline, please click the link below. You can answer the questions and send the form back to our office for review.

Auto Insurance Annual Review

Update/Confirm Contact Information
Name*
First Last
Phone*
Email*
Address*
Street Address City State ZIP Code
Auto Insurance Review - In The Past 9-12 Months
Has there been a change of drivers on your policy?
- No
- Yes
Has there been a change of vehicles listed on your policy?
- No
- Yes
Has a teen driver become licensed?
- No
- Yes
Have you, or any driver changed jobs or school locations?
- No
- Yes
Have any insured vehicles been customized or altered?
- No
- Yes
Have you paid off a vehicle loan?
- No
- Yes
Have you discussed Comprehensive Coverage with your Agent?
- No
- Yes
Have you discussed Collision Coverage with your Agent?
- No
- Yes
Have you discussed Towing & Labor Coverage with your Agent?
- No
- Yes
Have you discussed Rental Reimbursement with your Agent?
- No
- Yes
Have you considered raising you Liability Limits?
- No
- Yes
Would you like and Advisor to contact you?
- No
- Yes
Home Insurance Review - In The Past 9-12 Months
Has anyone moved in or out of the household?
- Yes
- No
Do you have a central station security and/or fire alarm system
- Yes
- No
Has any member of the household stared a business in your home
- Yes
- No
Have you paid off or refinanced your mortgage, or taken a second mortgage
- Yes
- No
Have you made any significant home improvements (additions, updates to plumbing, HVAC, roof, electrical)
- Yes
- No
Do you own any other properties in your personal name
- Yes
- No
Do you have any watercrafts, motorcycles, snowmobiles, RVs, ATV's
- Yes
- No
Are there any pets on the premises
- Yes
- No
List Pets (Type & Breed)
Is there a pool, jacuzzi, trampoline on premises
- Yes
- No
Do you have any valuable collections (art, jewelry, furs, firearms)
- Yes
- No
Earthquakes are not a covered cause of loss, would you like more information
- Yes
- No
Floods are not a covered cause of loss, would you like more information
- Yes
- No
Additional Questions

Please complete the online form below. Once you submit the form, an ALLCHOICE Insurance Advisor will review your answers.

If you feel more comfortable completing a form offline, please click the link below. You can answer the questions and send the form back to our office for review.

Home Insurance Annual Review

Update/Confirm Contact Information
Name*
First Last
Phone
Email*
Address
Street Address City State / Province / Region ZIP / Postal Code Country
Are you concerned about identity theft?
- No
- Yes
In the last 9-12 months:
Has anyone moved in or out of the household?
- No
- Yes
Have you installed a central station security and/or fire alarm system?
- No
- Yes
Has any member of the household started a home-based business?
- No
- Yes
Have you paid off, refinanced or taken a second mortgage?
- No
- Yes
Have you made any significant home improvements or additions?
- No
- Yes
Hvae you purchased a secondary/seasonal home or investment property?
- No
- Yes
Have you purchased a watercraft, motorcycle, ATV, etc?
- No
- Yes
Have you acquired any pets?
- No
- Yes
Have you installed a pool, jacuzzi or trampoline?
- No
- Yes
Do you own any jewelry?
- No
- Yes
Have you considered raising your deductible?
- No
- Yes
Have you considered raising your liability limits?
- No
- Yes
Would you like an Advisor to contact you?
- No
- Yes
In the next 6-12 months:
Would you be insterested in information about a Personal Umbrella Policy?
- No
- Yes
Are your home and auto insurance with the same carrier?
- No
- Yes
Do you currently have any life insurance?
- No
- Yes
Are you considering a CD or Annuity Investment?
- No
- Yes

Please complete the online form below. Once you submit the form, an ALLCHOICE Insurance Advisor will review your answers.

If you feel more comfortable completing a form offline, please click the link below. You can answer the questions and send the form back to our office for review.

Personal Umbrella Liability Insurance Annual Review

Update/Confirm Contact Information
Name*
First Last
Phone
Email*
Address
Street Address City State / Province / Region ZIP / Postal Code Country
Are you concerned about identity theft?
- No
- Yes
In the last 9-12 months:
Has anyone moved in or out of the household?
- No
- Yes
Has any member of the household started a home-based business?
- No
- Yes
Have you purchased a secondary/seasonal home or investment property?
- No
- Yes
Have you purchased a watercraft, motorcycle, ATV, etc?
- No
- Yes
Have you purchased any additional vehicles?
- No
- Yes
Have you added additional drivers to your auto policy?
- No
- Yes
Have you acquired any pets?
- No
- Yes
Have you installed a pool, Jacuzzi or trampoline?
- No
- Yes
Would you like and Advisor to contact you?
- No
- Yes
Additional Questions
Do you currently have any life insurance?
- No
- Yes
Are you considering a CD or Annuity Investment?
- No
- Yes

Please complete the online form below. Once you submit the form, an ALLCHOICE Insurance Advisor will review your answers.

If you feel more comfortable completing a form offline, please click the link below. You can answer the questions and send the form back to our office for review.

Personal Rental Property Annual Review

Update/Confirm Contact Information

Auto Insurance Review - In The Past 9-12 Months

Home Insurance Review - In The Past 9-12 Months

Additional Questions

Update/Confirm Contact Information

In the last 9-12 months:

In the next 6-12 months:

Update/Confirm Contact Information

In the last 9-12 months:

Additional Questions