CARE Review Client Account Review & Evaluation Your Name First Last Best Phone #Best Email Preferred Method of Communication Phone Email Text Video Rate your experience:How would you rate your experience with our agency?Please SelectBeyond ExpectationsExcellentGoodPoorHow could we improve you experience with our agency?Please be as specific as possible with your suggestions. We would like very much to improve our process/experience for all of our customers! Homeowners InformationHave there been any significant improvements to your home in the last 12 months? Yes No Do not own a home Please list the improvements made to the homeDo you own jewelry, firearms, coins, antiques, furs, art, cameras, collectibles or other unique items? Yes No These, as well as other items, have limitations on the amount of protection afforded with a policy. Please list the items and values in questionDo you own a secondary home, rental property, farm or vacant land? Yes No Please include the address and purchase price of the property belowDo you have an in-home business? Yes No What type of in-home business do you have?Please provide the website or FB page for your in-home businessHave you had any change in marital status or are there any additional family members residing in your household? Yes No Please list all new house hold members names and dates of birthDo you have plans to make improvements, re-model or add on to your home? Yes No Auto InformationHave you purchased any previously un-reported vehicles? Yes No Please provide the new vehicle info belowHave you been given access to an employer-provided company vehicle? Yes No Are there any new drivers in your household? Yes No Please list all new drivers info belowDo you have any children attending college? Yes No Do you have any children under the age of 25 that currently have a GPA of 3.0 or higher? Yes No List the following info on all vehicles in your household: Year/Make/Model, Primary Driver, Use: Commuting # of Miles to Work/School or Pleasure , Loan on VehicleGeneral InformationAre you currently on any non-profit board of directors? Yes No What are the board names and what position/title do you hold?Have you started a new job? Been Promoted? Any change of income/net worth? Yes No Are you a member of an LLC or a business owner? Yes No Have you hired any full time help? (landscaping, nanny, cleaning company, ect...) Yes No What position did you hire and how many hours a week to they work at your residence?Do you have questions on any of the following:(Required) Cyber Protection Disability Protection Flood Gun / Firearm Liability Health Insurance Identity Theft Protection Life Long Term Care Pet Insurance Pre-Paid Legal Services Umbrella Liability None of the Above Select AllDo you own any of the following:(Required) ATV / UTV Boat / Watercraft / Jet Ski Motorcycle / Dirtbike Camper / Travel Trailer Classic Vehicle Golf Cart None of the Above Would you like to schedule an appointment with your agent to review your policies? Yes No