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Auto Insurance Survey
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Auto Insurance Survey
Auto Insurance Survey
tbelford
2017-11-21T14:11:42-05:00
Auto Insurance Survey
Contact Information
Client Name
Contact Name
First
Last
Phone Number
Email Address
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
How did you find out about IRMS?
(select one)
Family/Friends/Peers
Realtor
Trade Show/Event
Current Client
Other (If other please specify below)
Other
Who is your current Auto Insurance Company:
What is the expiration date of your current policy?
MM slash DD slash YYYY
Driver #1 Information
Name
First
Last
Gender
Male
Female
Marital Status
What is the highest level of education you have completed?
High School
Some College
Bachelor's Degree
Masters Degree
Law Degree
Docturate
Date of Birth
MM slash DD slash YYYY
Drivers License #
Miles to work
Any Violations/Accidents? (Last 3 Years)
Additional Information
Good Student
Driver's Training
Student away at college
*Additional documentation may be needed for above.
Add a second driver?
Yes
Driver #2 Information
Name
First
Last
Gender
Male
Female
Marital Status
What is the highest level of education you have completed?
High School
Some College
Bachelor's Degree
Masters Degree
Law Degree
Docturate
Date of Birth
MM slash DD slash YYYY
Drivers License #
Miles to work
Any Violations/Accidents? (Last 3 Years)
Additional Information
Good Student
Driver's Training
Student away at college
*Additional documentation may be needed for above.
Add a third driver?
Yes
Driver #3 Information
Name
First
Last
Gender
Male
Female
Marital Status
What is the highest level of education you have completed?
(Select One)
High School
Some College
Bachelor's Degree
Masters Degree
Law Degree
Docturate
Date of Birth
MM slash DD slash YYYY
Drivers License #
Miles to work
Any Violations/Accidents? (Last 3 Years)
Additional Information
Good Student
Driver's Training
Student away at college
*Additional documentation may be needed for above.
Add a forth driver?
Yes
Driver #4 Information
Name
First
Last
Gender
Male
Female
Marital Status
What is the highest level of education you have completed?
High School
Some College
Bachelor's Degree
Masters Degree
Law Degree
Docturate
Date of Birth
MM slash DD slash YYYY
Drivers License #
Miles to work
Any Violations/Accidents? (Last 3 Years)
Additional Information
Good Student
Driver's Training
Student away at college
*Additional documentation may be needed for above.
Type of vehicle
What type of vehicle(s) are you insuring?
Car, Truck, Van or SUV
Motorcycle
Vehicle #1 Information
Vehicle Information
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Driver Number
Vehicle identification Number
Security Devices
Garaging Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Lien Holder
Vehicle Use
Add a second vehicle?
yes
Vehicle #2 Information
Vehicle Information
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Driver Number
Vehicle identification Number
Security Devices
Garaging Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Lien Holder
Vehicle Use
Add a third vehicle?
yes
Vehicle #3 Information
Vehicle Information
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Driver Number
Vehicle identification Number
Security Devices
Garaging Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Lien Holder
Vehicle Use
Add a fourth vehicle?
yes
Vehicle #4 Information
Vehicle Information
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Driver Number
Vehicle identification Number
Security Devices
Garaging Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Lien Holder
Vehicle Use
Motorcycle #1 Information
Vehicle Information
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Driver Number
Vehicle identification Number
Motorcycle Security Devices
Motorcycle Garaging Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Motorcycle Value
Motorcycle Engine CC's
Add a second motorcycle?
yes
Motorcycle #2 Information
Vehicle Information
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Driver Number
Vehicle identification Number
Motorcycle Security Devices
Motorcycle Garaging Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Motorcycle Value
Motorcycle Engine CC's
Add a third motorcycle?
yes
Motorcycle #3 Information
Vehicle Information
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Driver Number
Vehicle identification Number
Motorcycle Security Devices
Motorcycle Garaging Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Motorcycle Value
Motorcycle Engine CC's
Add a fourth motorcycle?
yes
Motorcycle #4 Information
Vehicle Information
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Driver Number
Vehicle identification Number
Motorcycle Security Devices
Motorcycle Garaging Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Motorcycle Value
Motorcycle Engine CC's
Coverage Information
Bodily Injury Liability
Property Damage Liability
Uninsured Motorist Limits
Uninsured Motorist
(select one)
Stacked
Non-Stacked
Medical Payments
Personal Injury Protection
Comprehensive Deductible
Collision Deductible
Towing
Rental
Motorcycle Endorsement
(Select One)
Include
Not Included
Any Additional Comments
By Checking this Box, you certify that all information provided is accurate.*
Are you currently a client of IRMS?*
(Select One)
Yes
no
If yes, who is your agent*:
(Select One)
Dawn Zettler
Heather Aybar
Joann Whitney
None
If no, have you spoken to any of the following agents?*
(Select One)
Dawn Zettler
Heather Aybar
Joann Whitney
None
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