Lifestyle Questionnaire Starter

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You’re doing great — just a few more questions!

Lifestyle Review

In our Lifestyle Review, you will find 20 yes or no questions and a link to securely upload your current policies. It is a great way to get a pulse on your current program and uncover if there are any gaps you’re exposed to based on how you live. You can stop here and wait for our lifestyle gap review, or you can combine steps and proceed to the market questions needed to shop on your behalf.

Within 3 days, an AiK2 team member will email you and your advisor your lifestyle review in PDF and video format. This is where we will talk through current policies, gaps, and any recommended steps to shore up coverage.  

What you’ll need:

  • 5 minutes to complete the questionnaire
  • Copies of your current coverages


Select the ‘Get Started’ option below and follow the instructions on each page. From there, we’ll start the shopping process.

Market Analysis

The Market Analysis is a little more in-depth and includes 35 to 40 characteristic questions about your home, auto, and valuables that are required by the insurance carriers for shopping.

Within 3 days, an AiK2 team member will reach out and confirm we have everything we need to go to market. Within 14-21 days from submitting your information to the carriers, we will email you and your advisor your Market analysis in PDF and video format. This is where we present new coverage options.

What you’ll need:

  • 20-25 minutes to complete the characteristic questions
  • Copies of driver’s license (Please note: We need to know driver’s license numbers in order to run motor vehicle reports. These reports help to determine pricing and overall eligibility with specific carriers)

Have Questions? Contact Us!

Have other questions or need additional assistance? Book a time to talk with our team that is convenient for you.

Forgot to include a dec page or driver's license, or need to upload additional documents for underwriting? Add them here!