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Homeowner's Insurance 
Appointment Request

****ALERT!! - To schedule an appointment with our office you must complete the form below and after you click Submit you will be taken to a page to schedule the appointment. This puts you right on our calendar and is a sure way to reserve an appointment in our agency.  Scheduled appointments always have top priority.****

 

IMPORTANT NOTICE! DO NOT COMPLETE THIS FORM WITHOUT READING THIS FIRST.

First we'd like to thank you for the opportunity to help you with insurance for your home.  We know that many homeowners are being nonrenewed by their current insurance company and we know that many Californians are facing an extreme increase in insurance rates.  We want you to know that we understand what you are facing and we as insurance agents are facing it right along with you.

Due to the restrictions put in place by the insurance companies there are a limited amount of insurance companies willing to insure homes and the few remaining are requiring a lot of documentation and have lengthy wait times for approval as well as high premiums and because of these things we do require that you complete all of the fields on this form.  You WILL have to send us your current insurance documents because can not work without these so please don't ask us to make exceptions on this, this is non-negotiable.

Currently, Underwriters are backlogged and the wait times are lengthy so if you need insurance same day  or within a 2 week period we will not be the right agent for you. 

TURN AROUND TIME FOR A NEW QUOTE AFTER INITIAL PHONE APPOINTMENT IS 72 HOURS.  IF CA FAIR PLAN IS REQUIRED, THE TURN AROUND TIME IS 72 HOURS FOR AN INDICATION AND 15 DAYS FOR FORMAL QUOTE.

Please fil out the information below and reserve your appointment with our office today.

MM/DD/YYYY
If None type None in the box
If None, type None into the box
Spouse's Date of Birth*
If no spouse, enter your own birthdate - MM/DD/YYYY
//
Data Fees May Apply With Your Cellular Service Provider
If someone will be occupying the residence within 30 days do not select Vacant
Purchase Date*
//
Tile, Composition, Metal, Shake etc
yyyy - If unknown enter year the home was built
yyyy - If year of update is unknown enter the year the home was built
yyyy - If year of update is unknown enter the year the home was built
yyyy - If year of update is unknown enter the year the home was built
If you have other kinds of pets please indicate in the notes section below.
Property Extras*
Select all that apply.
Must be able to provide security system certificate to receive discount.
Please include any claims related to renters insurance and homeowners insurance
List the date and a brief explanation of each claim. If there are none, enter none.

We require that all clients send us a copy of their current insurance documents before we begin working.  If you would rather text them then please send them to 209-354-4164 Otherwise use the Choose File button and upload your documents.  If you do not have insurance or are a first time home buyer  you can disregard this section.

After you click Submit you will be taken to a page to schedule an appointment so that you can talk directly to us.  This puts you right on our calendar and is a sure way to reserve an appointment in our agency.  Scheduled appointments always have top priority.