Please print out and fax to 321.727.0952

Insurance Icon, Inc.                                       

Homeowners Quote Worksheet

 115 Hickory Street, Suite 206                                                            

 Melbourne, FL 32904

 Phone (321) 727-0951    Fax (321) 727-0952

 

 Applicant’s Information

Name

   

Street Address

 

City, State, Zip

 

Previous Address If Less Than 3 Years

    

City, State, Zip

 

Marital Status

Date of Birth

 

 Home Phone

 (       ) 

Work Phone

(       )

Social Security #

 

Employer

 

Employer Street Address

 

Employer City, State, Zip

 

Occupation

 

Years with Employer

Do you own or rent?

Own ____       Rent ____

Length at address

Does applicant have any foreclosures, repossessions,  bankruptcies, judgements, or liens during the past five years?   

If  yes, please explain __________________________________________________________________________                   Yes        No

                                    ___________________________________________________________

 

Does applicant own any recreational vehicles (dune buggies, mini bikes, ATV’s, etc)?    

List year, type, make, model _______________________________________________________                   Yes        No

                                    

During the last five years has the applicant been convicted of any degree of the crime of arson?   

If  yes, please explain __________________________________________________________________________                   Yes        No

                                    ___________________________________________________________

 

Co-Applicant’s Information

Co-Applicant’s Name

    

Social Security #

 

Marital Status        

 

 

Date of Birth

 

Occupation

 

Years with Employer

Co-Applicant’s Employer

 

Employer Street Address

 

Employer City, State, Zip

 

Property Information

Closing/Purchase Date

 

Mortgage Company

 

Mortgage Co. Phone #

(       )

Purchase Price

 

Address- Location of property to be insured

 

 

City, State, Zip

 

 

Present Homeowner’s Insurance Company

 

Policy Expiration Date

 

Policy #

 

Current Premium

 

Year Built     

 

 Square Footage

          (Under Air)

 

 Total Square Feet

 

 

Building Type

 Dwelling     Condo

 Townhouse

Construction Type

   Masonry                                           Frame

Roof Type

       Shingle:    ___ Asphalt  ___  Wood

       Tile :        ___Concrete  ___  Clay   

 

Garage           Yes        No

       Square Feet __________

       # of Cars    ___ 1  ___ 2  ___ 3  ___ 4

                             Attached

                             Built In

                             Carport                

 

Pool           Yes        No

                            In-ground

                            Above Ground

                            Diving Board 

Screened      Yes        No

Fenced In     Yes        No

 

Does any resident smoke? 

       Yes        No

       Metal    

Is there a porch/patio?   Yes        No

   Enclosed/Screened      Yes        No

 How many stories/floors?     ___ 1  ___ 2  ___ 3 

Gated Community      Yes        No

Security Guard           Yes        No                     

 

Burglar System           Yes        No

Sprinkler System        Yes        No

 

Hurricane Shutters

  Yes        No

 

 Trampoline

  Yes        No

 

 

# of Bedrooms    ___ 1  ___ 2  ___ 3  ___ 4    ___   ______

# of  Bathrooms     ______     # of Half Baths  ______

 

 

Updates done to              Date Replaced

            Roof             ______________

            AC/Heat       ______________

            Electric         ______________

            Plumbing      ______________                    

 

Fire Place           Yes        No

 

                            Wood-burning

                            Gas

 

 

Dwelling Foundation    

                       

                            Concrete Slab

                            Crawl Space

 

Miles To Fire Department

 

Responding Fire Department

 

Feet to Fire Hydrant

 

Animals           Yes        No       Type _____________________________________             Breeds __________________________________                          

Bite History     Yes        No       ________________________________________________________________________________________                                   

Claims/Losses  in Past 5 Years at this location or any other

Date

Description

 

Dollar amount

Date

Description

 

Dollar amount

Present Auto Insurance Company

 

Present Life Insurance Company

 

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