1557 Robert C Byrd Drive • 304-255-5720

Policy Review

Let’s ensure you have the right insurance in place.

It’s time to review your insurance.

There’s one guarantee in life and business. Things change. Our annual review is an opportunity to compare your existing coverage against your current needs to ensure your insurance remains appropriate to your situation.

Policy Review

It’s important that we review your insurance needs to ensure you have the proper insurance coverage in place.

Name(Required)
What insurance do you currently have with us?(Required)
Address(Required)

Your Home(s)

Please think back over the last year when answering these questions.
Have you remodeled or made any major updates to an existing home(s)?(Required)
(New roof, furnace, or electrical system)
Have you added a home security system?(Required)
Have you started a home-based business?(Required)
Have you purchased a secondary residence, including a condo or timeshare?(Required)
Have you started participating as a service provider in the home sharing economy?(Required)
(Airbnb, VRBO)

Your Automobiles and other “Vehicles”

Please think back over the last year when answering these questions.
Have you added an automobile, watercraft, or recreational vehicle?(Required)
Have you added any new drivers?(Required)
Have you added a vehicle provided by an employer?(Required)
Have you had a child leave home to attend school or no longer considered a dependent?(Required)
Have you started participating as a service provider in the ridesharing economy?(Required)
(Uber, Lyft, Sidecar)

Your Other Life Events

Please think back over the last year when answering these questions.
Have you added or changed ownership of any assets including titles, trusts or LLCs?(Required)
Have you hired domestic help, nanny or housekeeper, either full or part-time?(Required)
Have you purchased jewelry, art or other valuables that need to be added? Are there items that need to be changed or deleted?(Required)
Have you had a significant change in net worth?(Required)
Have you accepted a position on a board(s) of a profit or nonprofit organization(s)?(Required)

Additional Protection

Would you like to discuss any additional insurance protection with us?(Required)

Confirmation

Coverage will not be bound or changed until confirmed by a licensed agent.