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Insurance Review Checklist – Your Home Policy

from Pontell Insurance Agency

Recent life changes can open up your eligibility for discounts or leave you inadequately covered. We can help you keep your home insurance up-to-date by conducting an Insurance Review. Thank you for your time!

By completing the questions below, Pontell Insurance Agency can help you assess your needs.

Required fields are marked with: *

Personal information
When you think about insurance, what is most important to you? *
Policy review
Does your mortgage company pay your homeowners insurance? *
Do we need to make changes to your payment plan?
Have you paid off, refinanced, or taken a second mortgage? *
Does the name on the homeowners policy match the titled owner of the home? *
Is this home your primary home, and are you living in it at least 9 months of the year? *
Would you consider increasing your deductible to lower your premium? *
Homeowners policies do not cover damage from flooding or hurricane storm surges. Would you like a flood insurance quote? *
Do you have a screen enclosure of any kind? *
$
Do you have a swimming pool? *
Is it attached to the house by a patio?
Do you have any detached structures? *
(shed, fence, detached garage, etc...)
Do you own valuable jewelry, watches, furs, antiques, guns, or collectibles? *
Home policies may limit coverage on the items above, do you want to review how your home policy covers these?
Do you have a monitored alarm system? *
Do you plan on selling your home in the next 12 months? *
Do you know if your current policy would cover the cost to rebuild your home in the event your home suffered a total loss? *
Have you remodeled or made any structural changes to your home? *
Has your roof been replaced in the last 10 years? *
Some homes may qualify for Wind Mitigation Discounts. Have you had a Wind Mitigation Inspection completed on your home? *
Do you run a business out of your home? *
Do you own a boat, jet-ski, ATV, or golf cart? *
Would you be interested in learning more about an Umbrella Policy *
Do you want information on Mortgage Protection or Life Insurance? *
Other policies
Policies Not Insured With Us
Agency feedback
Will you be renewing this policy? *
Referrals
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Note: leave the Subject field blank if you are a real person. If this field is filled in, your request will be ignored. This helps us protect against automated form posts (spam).

This material is for informational purposes only. All statements herein are subject to the provisions, exclusions and conditions of the applicable policy. For an actual description of all coverages, terms and conditions, refer to the insurance policy. Coverages are subject to individual insureds meeting our underwriting qualifications and to state availability.


Home Insurance Tips
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Our locations:

Main office

1484 Tuskawilla Road
Oviedo, Florida 32765
Work 407-696-1333

Downtown office

1611 Hillcrest Street
Orlando, Florida 32803
Work 407-901-2391

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