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Security Mutual Insurance Company 2417 North Trip hammer Road Post Office Box 4620 Ithaca, NY 148524620 ×607× 2575000 Fax: (607× 2575002 www.securitymutual.com FACT FINDER: HOMEOWNERS AND ULTRASECURITY

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How to fill out agent homeowner fact finder

How to fill out agent homeowner fact finder:

01

Start by gathering all the necessary information about the homeowner. This includes their personal details such as name, address, contact information, and social security number.

02

Next, ask the homeowner to provide information about their current insurance policy. This includes details about the coverage, policy number, and any claims history.

03

Move on to gather information about the property itself. This includes the address, type of property (e.g., single-family home, condominium), and any additional structures or features on the property.

04

Ask the homeowner to provide details about the property's construction and features. This includes information about the roof, plumbing, electrical systems, heating and cooling systems, and any renovations or upgrades.

05

Inquire about any personal property or valuable items that the homeowner would like to insure. This can include items such as jewelry, artwork, or electronics.

06

It's important to gather information about any potential risks or hazards associated with the property. This can include details about any previous damages, proximity to bodies of water, or any potential fire or theft risks.

07

Finally, ask the homeowner about their desired coverage and deductible levels. This helps determine the appropriate insurance options that will meet their needs.

Who needs agent homeowner fact finder:

01

Homeowners who are looking to purchase or renew their homeowner's insurance policy.

02

Real estate agents who are helping their clients find suitable insurance coverage for their homes.

03

Insurance agents who are assisting homeowners in assessing their coverage needs and finding the right insurance policy.

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