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Home » Client Center » Policy Review

Policy Review

Let’s review whether your current insurance still fits your needs.

It’s time to review your insurance.

Home » Client Center » Policy Review

There’s one guarantee in life and business. Things change. Our annual review is an opportunity to compare your existing coverage with your current needs and discuss whether updates may be appropriate.

Policy Review

It’s important to review your needs periodically and discuss whether your coverage remains appropriate for your situation.

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Client Information
Name
First Name Last Name
Email
Email
Phone Number
Phone Number
What insurance do you currently have with us?
- Personal Insurance
- Business Insurance
Home Address
Street Address Address Line 2 City State ZIP Code
Company Name
Company Name
Company Address
Street Address Address Line 2 City State ZIP Code
Total Annual Sales
Total Annual Sales
Total Number of Employees
Total Number of Employees

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)?
- Yes
- No
(New roof, furnace, or electrical system)
Have you added a home security system?
- Yes
- No
Have you started a home-based business?
- Yes
- No
Have you purchased a secondary residence, including a condo or timeshare?
- Yes
- No
Have you started participating as a service provider in the home sharing economy?
- Yes
- No
(Airbnb, VRBO)
What year was your roof last replaced / built?
What year was your roof last replaced / built?
Please explain any changes to your home.
Please explain any changes to your home.
Please do not include sensitive, private information in this area.

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?
- Yes
- No
Have you added any new drivers?
- Yes
- No
Have you added a vehicle provided by an employer?
- Yes
- No
Have you had a child leave home to attend school or no longer considered a dependent?
- Yes
- No
Have you started participating as a service provider in the ridesharing economy?
- Yes
- No
(Uber, Lyft, Sidecar)
Please explain any changes to your automobiles and "other" vehicles.
Please explain any changes to your automobiles and "other" vehicles.
Please do not include sensitive, private information in this area.

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?
- Yes
- No
Have you hired domestic help, nanny or housekeeper, either full or part-time?
- Yes
- No
Have you purchased jewelry, art or other valuables that need to be added? Are there items that need to be changed or deleted?
- Yes
- No
Have you had a significant change in net worth?
- Yes
- No
Have you accepted a position on a board(s) of a profit or nonprofit organization(s)?
- Yes
- No
Please explain any changes.
Please explain any changes.
Please do not include sensitive, private information in this area.

Your Business Structure
Please think back over the last year when answering these questions.
Have you changed the ownership structure of your business?
- Yes
- No
Have you added new or changed your existing operations and/or products?
- Yes
- No
Have you begun to buy supplies or sell your products overseas?
- Yes
- No
Are you operating out of any new locations or have you closed locations?
- Yes
- No
Please explain any changes to your business structure.
Please explain any changes to your business structure.
Please do not include sensitive, private information in this area.

Your Personal Liability
Please think back over the last year when answering these questions.
Have you acquired, leased or sold a building, business property and/or equipment?
- Yes
- No
Have there been any improvements and/or significant alterations to your building?
- Yes
- No
Has your Inventory level changed significantly?
- Yes
- No
Have you purchased, leased or sold any Vehicles?
- Yes
- No
Please explain any changes to your personal liability.
Please explain any changes to your personal liability.
Please do not include sensitive, private information in this area.

Your Income Protection
Please think back over the last year when answering these questions.
Have your Businesses revenues changed by more than 10% since last year?
- Yes
- No
Do you rely on a single supplier for more than 50% of your materials?
- Yes
- No
Do you rely on a single buyer for more than 50% of your sales?
- Yes
- No
Please explain any changes to your income protection.
Please explain any changes to your income protection.
Please do not include sensitive, private information in this area.

Your Employees & Professional Liability Exposure
Please think back over the last year when answering these questions.
Do you have employees that regularly travel out of state or overseas for business?
- Yes
- No
Do any employees use their own personal cars for business purposes?
- Yes
- No
Do any Employees work outside your home state or work from their home regularly?
- Yes
- No
Do you obtain Certificate of Insurance from all subcontractors, vendors and 1099 workers?
- Yes
- No
Are any of the owners a member of any board of directors whether for profit or not?
- Yes
- No
Please explain any changes to your employees and personal liability exposure.
Please explain any changes to your employees and personal liability exposure.
Please do not include sensitive, private information in this area.

Additional Protection
Would you like to discuss any additional insurance protection with us?
- Yes
- No
Confirmation
Your initials
Your initials

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About Summit Insurance Group Inc.

At Summit Insurance Group Inc., our mission is to provide our customers with top-quality products to fit their needs with the highest level of service, all at a competitive price.

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We are licensed in North Carolina, South Carolina, Virginia, and beyond. Feel free to reach out to learn more.

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Client Center
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