Insurance, explained

Your insurance quote checklist

A little preparation can make your quote conversation more productive.

The quick answer

Have your current policy, location, desired start date and a description of what you need to insure ready. Additional information depends on the type of coverage and the insurer’s underwriting requirements.

Build a checklist for your situation ↗

For your home or apartment

Gather the address, occupancy details, property information and lender or lease requirements. For a condo, include the association’s insurance summary.

For your vehicles

Have vehicle details, driver information, garaging locations and an honest description of personal or business use.

For your business

Prepare a description of operations, revenue, payroll, locations, vehicles and equipment. Include contracts with insurance requirements.

Keep sensitive documents secure

The initial web form needs only basic contact and coverage details. Do not submit Social Security numbers, bank information or driver’s license documents through it. Daniel can explain the appropriate next step.