How the process works
What you’ll need:
Life happens quickly, and by completing this Lifestyle Questionnaire, we make sure your insurance coverages are current and everything you have worked hard for is protected. If there are any gaps based on how you live, we will point those out and provide recommendations on how to fix those gaps.
Want to skip ahead?
If you’d like us to shop your policies at the same time as gathering your gap results, you’ll have the opportunity to skip to the next set of questions after your yes/no questionnaire. Please note that you’ll be asked questions about your home, auto, and valuables – so having some of the details on hand is helpful.