Personal Renewal Review Checklist Review done by:Contact InformationName First Last 1st named insuredEmail PhoneOccupationName First Last 2nd named insuredEmail PhoneOccupationBest Way to ContactPhone CallTextEmailLocation Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Mailing Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code If different from LocationAutoAny drivers to be added in HH?Select OneYesNoName First Last DOBDrivers License NumberGood StudentSelect OneYesNoName First Last DOBDrivers License NumberGood StudentSelect OneYesNoReview/List current coverages on AutosDoes the insured want to keep coverages as isSelect OneYesNoChanges to be made if anyi.e liability limits or deductiblesAny Autos to be added or removed?Select OneYesNoAddRemoveAre they interested in a AAA Membership?Select OneYesNoAlready have oneNotesHomeReview current dwelling amountDo they have Guaranteed RC?Select OneYesNoCompany doesn't offer the endorsementDo they have Water Back Up/Sewer DrainSelect OneYesNoDo they have Roof/Siding Coverage MatchingSelect OneYesNoDid we update the RCV?Are they interested in a home warranty?Select OneYesNoI.e ArmadilloNotesRecreational VehicleNotesUmbrellaReview umbrella covers all policies.Select OneYesNoInclude policies we also don't have at our agency and CSList if anything needs to be addedNotesAgency FeedbackReview CS opportunities along with any other feedback to add.
