Insurance Review - Suhr & Lichty Insurance Agency

Category
First Name
Last Name
Policy Number
Email
Have there been any recent changes to how your vehicles are used, who lives in the household or who drives your vehicle(s)?*
- Yes
- No

Any recent notable updates, improvements or additions to your home?*
(not previously discussed)
- Yes
- No

Have you recently purchased anything that we should discuss?*
(such as a car, boat, trailer, RV, UTV, off road vehicle, etc.)
- Yes
- No

What have you recently purchased?*
(such as a car, boat, trailer, RV, UTV, off road vehicle, etc.)

Are you doing anything new at home to make money?*
(not previously discussed)
- Yes
- No

Tell us about new money-making or business activities on your premises*
(we want to make sure that you are properly covered)

Have you recently moved, or have you bought or sold property that we should discuss?*
- Yes
- No

Tell us about your move or property transaction*
(If you have moved, please include your new address)

Do you have any questions regarding whether your current coverage still fits your needs or whether your limits are sufficient?*
- Yes
- No

Would you like to schedule an Annual Review?*
We believe it is a good idea to meet once a year to go over your insurance. This is helpful to you as a refresher of how your insurance works. It also helps us to catch potential gaps in coverage or even errors or oversights. In addition, sometimes we find discounts or savings previously overlooked. This is best done face to face in our office. However, we could also do this via phone if more convenient for you.
- Yes
- No

How should we schedule our meeting?*
- I would like to request a specific date and time now
- Please call me to set a time
- Please email me
- Please text me

When would be best to schedule this?*
Tell us when you are available. We will reply to confirm the date & time of your scheduled appointment. (Our normal business hours are Monday - Thursday 8am - 5pm, Friday 8am - 4:30pm, or Saturday's by appointment.)

Is this still the best email address to reach you?*
Did we use the right email today to connect with you?
- Yes
- No

Please provide your preferred email address*
We will mark this as your primary email address for future agency communication. (This won't change any email address being used by your insurance company.)

Do you have any other comments?
(Just leave this blank if you have nothing more to add)