Boat Quote Sheet "*" indicates required fields Step 1 of 7 14% Can I start with getting your first and last name please?* First Last How did you hear about us? (Lead Source)*Google/Search EngineFriendFamilySocial MediaOtherDo you mind providing their name so we can match you with their agent?Other:Is there a writing agent you are already working with?- None -Tim HarrellLindsay HarrisDavid AllenBryan BatchelorAre you currently insured?* Yes No When do you need your insurance to start?* MM slash DD slash YYYY (Effective Date) "Now to ask a few questions about you and the other operators..."Current Address* Street Address City State / Province / Region ZIP / Postal Code How long have you lived at the address above?* More than 3 years Less than 3 years Previous Address* Street Address City State / Province / Region ZIP / Postal Code Driver's License Number*What is your Date of Birth?* MM slash DD slash YYYY What is your job title and industry or What kind of work do you do?"Some companies use this as a rating factor especially on the auto quote which we'll get to in a minute"What is your Marital Status?* Single Married Domestic Partner Divorced/Separated Widowed What is your spouse's name (or partner's)? First Last Spouse - Driver's License NumberSpouse - Date of Birth MM slash DD slash YYYY Spouse - Job Title/IndustryAdd Additional Operator? Yes No Additional OperatorRelationshipDriver's License NumberDate of Birth MM slash DD slash YYYY Add Additional Operator? Yes No Additional Operator*Relationship*Driver's License Number*Date of Birth* MM slash DD slash YYYY Add Additional Operator? Yes No Additional OperatorRelationshipDriver's License NumberDate of Birth MM slash DD slash YYYY Add Additional Operator? Yes No Additional OperatorRelationshipDriver's License NumberDate of Birth MM slash DD slash YYYY Coverage Questions **SKIP if uploading current declarations page***Upload Declarations Page on Step 6Bodily Injury Limits25,000/50,00050,000/100,000100,000/300,000250,000/500,000100,000 Combined Single Limit300,000 Combined Single Limit500,000 Combined Single LimitProperty Damage15,00025,00050,000100,000Combined Single LimitMedical Payments- None -$1,000$2,500$5,000$7,500$10,000$25,000Comprehensive/Other than Collision Deductible- None -$1000$500$250Collision Deductible- None -$1000$500$250On-Water Towing- None -$50$100Personal Effects- None -$1000/$250 Deductible$2000/$250 Deductible$3000/$250 Deductible$4000/$250 Deductible$5000/$250 Deductible$10,000/$250 Deductible "Now tell us about your watercraft..." **SKIP if uploading declarations page**Upload Declarations Page on Step 6YearMakeModelHIN - Hull Identification NumberNumber of MotorsPropulsion TypeOutboardOutboard/InboardInboardJetTotal HorsepowerMarket ValueStorage/Mooring Zip CodeWatercraft kept at resident in season?First ChoiceSecond ChoiceThird ChoiceWhere is it kept during boating season?Storage BuildingStorage YardRack StorageIn-waterLiftOtherInsure your tailer? Yes No Trailer Market ValueYearMakeModelFull or Liability Liability Only Full Coverage Add Additional Watercraft? Yes No YearMakeModelHIN - Hull Identification NumberNumber of MotorsPropulsion TypeOutboardOutboard/InboardInboardJetTotal HorsepowerMarket ValueStorage/Mooring Zip CodeWatercraft kept at resident in season?First ChoiceSecond ChoiceThird ChoiceWhere is it kept during boating season?Storage BuildingStorage YardRack StorageIn-waterLiftOtherInsure your tailer? Yes No Trailer Market ValueYearMakeModelFull or Liability Liability Only Full Coverage Add Additional Watercraft? Yes No YearMakeModelHIN - Hull Identification NumberNumber of MotorsPropulsion TypeOutboardOutboard/InboardInboardJetTotal HorsepowerMarket ValueStorage/Mooring Zip CodeWatercraft kept at resident in season?First ChoiceSecond ChoiceThird ChoiceWhere is it kept during boating season?Storage BuildingStorage YardRack StorageIn-waterLiftOtherInsure your tailer? Yes No Trailer Market ValueYearMakeModelFull or Liability Liability Only Full Coverage Add Additional Watercraft? Yes No YearMakeModelHIN - Hull Identification NumberNumber of MotorsPropulsion TypeOutboardOutboard/InboardInboardJetTotal HorsepowerMarket ValueStorage/Mooring Zip CodeWatercraft kept at resident in season?First ChoiceSecond ChoiceThird ChoiceWhere is it kept during boating season?Storage BuildingStorage YardRack StorageIn-waterLiftOtherInsure your tailer? Yes No Trailer Market ValueYearMakeModelFull or Liability Liability Only Full Coverage Add Additional Watercraft? Yes No YearMakeModelHIN - Hull Identification NumberNumber of MotorsPropulsion TypeOutboardOutboard/InboardInboardJetTotal HorsepowerMarket ValueStorage/Mooring Zip CodeWatercraft kept at resident in season?First ChoiceSecond ChoiceThird ChoiceWhere is it kept during boating season?Storage BuildingStorage YardRack StorageIn-waterLiftOtherInsure your tailer? Yes No Trailer Market ValueYearMakeModelFull or Liability Liability Only Full Coverage "Just Some Final Things..."Email "What's the best email address for us to send the proposal once we've done our research with our multiple companies?"Phone"Do you mind if we text you once we have the quotes completed to let you know to look at your email?"Preferred Way of Contact Phone Call Email Please Upload Any Significant Documents (i.e. current declarations pages, driver's license, etc.) Drop files here or Select files Max. file size: 98 MB. Notes(Anything else we should know?) **OPTIONAL - Customer Service Questions**OPTIONAL -What's prompting you to look at your insurance? (SKIP if this is purchasing) (We're looking for pain points with their current policy - are they looking for a lower price, did they experience bad service, poor claims experience?)**OPTIONAL - What did you like or dislike most about your current agent/company?"We want to know what to do or NOT to do to keep you as a customer for life"
