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Auto & Home Checklist
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Auto & Home Checklist
Recent life changes can open up your eligibility for discounts or leave you inadequately covered. We can help you keep your insurance coverage up-to-date by conducting an insurance review. Please answer all questions. Thank you for your time!
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Policies currently with Oberryman Insurance Agency (select all that apply)
Auto
Renters/Condo
Wedding
Home
Dwelling/Fire
PAF
Boat
Flood
Umbrella
Commercial Policy
Commercial Auto Policy
General Liability
Workers Compensation
Motorcycle
RV
Landlord
Are you currently set up with an automatic payment plan?
Yes
No
If not, would you be interested in learning more about different payment options that may offer a discount on your premium as well as more convenience?
Yes
No
Your Auto Policy
Please circle YES or NO.
Do any of your vehicles have an anti-theft device?
Yes
No
Has your car loan been recently paid off?
Yes
No
Are you considering buying or leasing a new vehicle?
Yes
No
Do you own a hybrid car?
Yes
No
Are any of the vehicles leased?
Yes
No
Do any of your vehicles have customized parts, paint jobs or wrapping?
Yes
No
Has your daily commute changed?
Yes
No
By how much?
Do you have children at or nearing driving age?
Yes
No
Has your health insurance plan changed recently?
Yes
No
Does your auto policy list all drivers in the household?
Yes
No
Do you have any other policies that are not currently insured with us?
Yes
No
Do you have young drivers on your policy who have an A/B average?
Yes
No
Do you have young drivers on your policy who have completed a driver-training course?
Yes
No
Have you been free of accidents, violations and/ or claims in the recent past?
Yes
No
Would you be interested in learning more about additional liability coverage? (ie: Uninsured/ Underinsured Motorists or Umbrella coverage)
Yes
No
Your Home Policy
Do you know if your current policy would cover the cost to rebuild your home in the event your home suffered an entire loss?
Yes
No
Have you recently remodeled or made changes to the structure of your home?
Yes
No
Do you have a swimming pool or large structure not attached to your home?
Yes
No
Do you have a wood burning stove?
Yes
No
If you rent or own a condo, do you have renters or condo insurance?
Yes
No
Are you interested in flood/earthquake/sinkhole insurance?
Yes
No
Do you own valuable jewelry, guns, furs, antiques, collectibles or sporting equipment?
Yes
No
Have you recently installed a smoke detector, fire extinguisher, burglar or fire alarm?
Yes
No
Do you have a home office or run a business out of your home?
Yes
No
If so, what type of business?
Do you have seasonal/rental properties that are not insured through this agency
Yes
No
Would you be interested in learning about identity fraud coverage?
Yes
No
Do you own a boat or yacht?
Yes
No
Would you be interested in learning more about additional liability coverage?
Yes
No
Would you be interested in increasing your deductible(s)?
Yes
No
Would you like to discuss adding Earthquake Coverage?
Yes
No
Would you like to discuss adding Service Line Coverage?
Yes
No
Would you like to discuss adding Equipment Breakdown?
Yes
No
Do you know anyone who could benefit from our services?
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Erie Insurance J.D. Power Award for Home Insurance Claims
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The Independent Agent Advantage
The Independent Agent Advantage
As Independent Agents, we are free to choose the best carrier for your insurance needs. We do not work for an insurance company; we work for you.
Simply put, we are here to make sure you get the most for your money by getting the best possible coverage for your individual insurance needs.
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