Personal and Commercial Lines Intake - The Oak Insurance Group

Personal Lines Intake Form Commercial Lines Intake Form

Personal Lines Intake Form

Step 1 of 21

Assigned Advisor

What type of insurance can we quote for you?(Required)

Auto

Home

Condo

Umbrella

Investment Property

Motorcycle/Slingshot/ATV

Golf Cart

Boat

Other

What other type of insurance can we quote for you?(Required)

New purchase or already own the condo/home?

New Purchase

Already Own

How do you use the condo?

Primary Residence

Secondary Residence

Rental

Name

First Last

Phone

Drivers License

Date of Birth

MM slash DD slash YYYY

SSN

Occupation

Marital Status

Single

Married

Divorced

Widowed

Referred By Name

First Last

Current Address (No PO Boxes)

Street Address Address Line 2 City State ZIP Code

Address of Property Being Purchased

Same as current address

Street Address Address Line 2 City State ZIP Code

Would you like to add a different mailing address?

Yes

Mailing Address

Street Address Address Line 2 City State ZIP Code

Year Home Was Built

Purchase Date

MM slash DD slash YYYY

Sq Ft

Bedrooms

# of stories

1.5

Bathrooms

Garage

None

1 Car

2 Car

3 Car

4 Car

Additional Structures

Yes

Additional Structure Description

More than 5 acres?

Yes

Fireplace

Yes

Swimming Pool

Yes

Swimming Pool Enclosed/Fenced?

Yes

Diving Board or Slide?

Yes

Gated Community?(Required)

Yes, Passkey Gate Entrance

Yes, 24 Hour Manned Gate

None

Monitored Burglar/Fire Alarm?

Yes

Solar Panels(Required)

Yes

How Many Solar Panels?

Dog(s)?(Required)

Yes

Dog Breeds

If mixed please indicate type of mix.

Any bite history or security training?(Required)

Yes

Are you aware of any previous settlement or sinkhole issues on the property?(Required)

Yes

Have you had any home or renter's insurance claims in the past 5 years?(Required)

Yes

Exterior Material

Roof Material

Year Roof Updated

Year Electrical Updated

Year Plumbing Updated?

Year HVAC Updated

Dwelling

Loss of Use

Wind/Hail Deductible

All Other Perils Deductible

Other Structures

Personal Property

Liability

$100,000

$300,000

$500,000

Medical Payments

$5,000

$10,000

Loan Amount

Closing Date

MM slash DD slash YYYY

Scheduled Personal Property

Artwork

Collectibles

Firearms

Jewelry

Technology

Other

Valuable Items List (Click the + to add additional items)

Please list each item and include an appraised/estimated value. Only one item per row please.

Home Notes

Total Drivers in Home

Total Vehicles in Home

Liability Limits

$50,000/$100,000/$50,000

$100,000/$300,000/$100,000

$250,000/$500,000/$250,000

$300,000 CSL

$500,000 CSL

UM/UIM

$50,000/$100,000/$50,000

$100,000/$300,000/$100,000

$250,000/$500,000/$250,000

$300,000 CSL

$500,000 CSL

Comprehensive Deductible

Decline Comp

$100

$250

$500

$1,000

Collision Deductible

Decline Collision

$100

$250

$500

$1,000

Rental Reimbursement

Yes

Rental Reimbursement

$30/Day

$50/Day

PIP or Medical

Decline Both

PIP

Medical

PIP or Medical

$2,500

$5,000

$10,000

Vehicle Year

Make

Model

VIN

Business Use

Yes

Rideshare or Delivery?

Yes

Driver #2

Name(Required)

First Last

Phone

Date of Birth(Required)

MM slash DD slash YYYY

Drivers License

Occupation

Relationship to you(Required)

Spouse

Child

Parent

Other

Vehicle #2

Vehicle Year

Vehicle Make

Vehicle Model

VIN

Business Use(Required)

Yes

Rideshare or Delivery(Required)

Yes

Rental Reimbursement

Yes

Rental Reimbursement

$30/Day

$50/Day

Comprehensive Deductible

Decline Comp

$100

$250

$500

$1,000

Collision Deductible

Decline Collision

$100

$250

$500

$1,000

Driver #3

Name(Required)

First Last

Phone

Date of Birth(Required)

MM slash DD slash YYYY

Drivers License

Occupation

Relationship to you(Required)

Spouse

Child

Parent

Other

Vehicle #3

Vehicle Year

Vehicle Make

Vehicle Model

VIN

Business Use(Required)

Yes

Rideshare or Delivery(Required)

Yes

Rental Reimbursement

Yes

Rental Reimbursement

$30/Day

$50/Day

Comprehensive Deductible

Decline Comp

$100

$250

$500

$1,000

Collision Deductible

Decline Collision

$100

$250

$500

$1,000

Driver #4

Name(Required)

First Last

Phone

Date of Birth(Required)

MM slash DD slash YYYY

Drivers License

Occupation

Relationship to you(Required)

Spouse

Child

Parent

Other

Vehicle #4

Vehicle Year

Vehicle Make

Vehicle Model

VIN

Business Use(Required)

Yes

Rideshare or Delivery(Required)

Yes

Rental Reimbursement

Yes

Rental Reimbursement

$30/Day

$50/Day

Comprehensive Deductible

No Comp

$100

$250

$500

$1,000

Collision Deductible

No Collision

$100

$250

$500

$1,000

Driver #5

Name(Required)

First Last

Phone

Date of Birth(Required)

MM slash DD slash YYYY

Drivers License

Occupation

Relationship to you(Required)

Spouse

Child

Parent

Other

Vehicle #5

Vehicle Year

Vehicle Make

Vehicle Model

VIN

Business Use(Required)

Yes

Rideshare or Delivery(Required)

Yes

Rental Reimbursement

Yes

Rental Reimbursement

$30/Day

$50/Day

Comprehensive Deductible

No Comp

$100

$250

$500

$1,000

Collison Deductible

No Collision

$100

$250

$500

$1,000

Investment Property

Address(Required)

Street Address Address Line 2 City State ZIP Code

Property Status(Required)

Currently Occupied with Tenants

Listed For Sale - No Occupants

Listed For Rent - No Occupants

Undergoing Renovations - Vacant

Motorcycle/Slingshot/ATV

Name of Primary Driver(Required)

First Last

Vehicle Type(Required)

Motorcycle

Slingshot

ATV

Is Vehicle Used for Racing?(Required)

Yes

Current Motorcycle License(Required)

Yes

Has Driver Completed Safety Course?(Required)

Yes

Year(Required)

Make(Required)

Model(Required)

VIN

Umbrella

In order to purchase an umbrella liability policy you must have auto liability limits of at least $250,000/$500,000/$250,000 and home/renters liability of at least $300,000.(Required)

I understand that if the current liability limits on my auto and home/renters policies do not meet those minimums I will not be eligible to purchase an umbrella liability policy.

How many homes do you own?(Required)

This includes primary, secondary, vacation, rental and investment properties.

How many home/renters claims have you made in the last 5 years?(Required)

How many vehicles do you own?(Required)

How many auto claims have you made in the last 5 years?(Required)

Any drivers on your auto policy have an at-fault accident in the last 5 years?(Required)

Yes

Do you own any of the following items?(Required)

Boat/Yacht

Motorcycle

ATV

Golf Cart

Vacant Land

Business

Boat Information

Where is boat stored?(Required)

Primary Residence

Marina - Slip

Marina - Dry Stack

Other

Year(Required)

Make(Required)

Model(Required)

Hull Number

Motor Type(Required)

Inboard

Outboard

Top Speed (MPH)(Required)

Boat Length(Required)

Boat is used for racing?(Required)

Yes

Do you own a boat trailer?(Required)

Yes

Golf Cart

Year

Make

Model

Primary Use

Transportation

Golfing

Fuel Type

Electric

Gas

Recreational Vehicle

RV Type

5th Wheel

Motorcoach

Other

Year

Make

Model

Please upload current policy documents if you have them available.

Max. file size: 98 MB.

Consent(Required)

The Oak Insurance Group may contact me via phone call, email and text message.

I consent to The Oak Insurance Group's privacy policy.https://www.theoakinsurancegroup.com/privacy-policy-3/

Commercial Lines Intake Form

"*" indicates required fields

Business Details

Name of Person Completing Form*

First Last

Business Name:*

Business Entity:*

FEIN / Tax-ID Number:

Phone Number:*

Email:*

Mailing Address:*

Street Address City State ZIP Code

Is Physical Address Same As Mailing Address?*

Yes

Physical Address:*

Street Address City State ZIP Code

Website Address:

Effective Date:

MM slash DD slash YYYY

Are You A Contractor?*

Yes

Brief Description of Operations:

Names and % of Ownership for all Officers:*

Full Name

Position

% of Ownership

Year Business Started:

Number of Employees:

Estimated Annual Payroll:

Estimated Annual Revenue:

What type(s) of insurance are you looking for?

BOP

Commercial Auto

General Liability

Excess Liability

Errors & Omissions

Workers Comp

Other

Other Policy Type(s)

Assigned Advisor

Additional Contractor Details

Contractors License #

% of work Subcontracted out

% of Residential Work

% of Commercial Work

% of Remodel/Install work

% of New Construction Work

% of Service/Maintenance Work

Do you perform Government/Municipality Work?