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Policy Review - Insurance Agent and Family Discussing Insurance Needs During a Meeting

Home » Service Center » Policy Review

Things change over time, and your insurance should reflect that. Compare your coverage with a policy review.

Review Your Policy With The Loeber Agency

Want a policy review to go over your insurance needs? Fill out the form below and we’ll be in touch.

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Client Information

Name*

First Name* Last Name*

Email*

Phone Number

What insurance do you currently have with us?

What insurance do you currently have with us?*

Personal Insurance

Business Insurance

Home Address*

Street Address* Address Line 2 City* State* ZIP Code*

Company Name*

Company Address*

Street Address* Address Line 2 City* State* ZIP Code*

Total Annual Sales*

Total Number of Employees*

Your Home(s)

Please think back over the last year when answering these questions.

Have you remodeled or made any major updates to an existing home(s)?

Have you remodeled or made any major updates to an existing home(s)?*

Yes

(New roof, furnace, or electrical system)

Have you added a home security system?

Have you added a home security system?*

Yes

Have you started a home-based business?

Have you started a home-based business?*

Yes

Have you purchased a secondary residence, including a condo or timeshare?

Have you purchased a secondary residence, including a condo or timeshare?*

Yes

Have you started participating as a service provider in the home sharing economy?

Have you started participating as a service provider in the home sharing economy?*

Yes

(Airbnb, VRBO)

Please explain any changes to your home.

Please do not include sensitive, private information in this area.

Your Automobiles and other "Vehicles"

Please think back over the last year when answering these questions.

Have you added an automobile, watercraft, or recreational vehicle?

Have you added an automobile, watercraft, or recreational vehicle?*

Yes

Have you added any new drivers?

Have you added any new drivers?*

Yes

Have you added a vehicle provided by an employer?

Have you added a vehicle provided by an employer?*

Yes

Have you had a child leave home to attend school or no longer considered a dependent?

Have you had a child leave home to attend school or no longer considered a dependent?*

Yes

Have you started participating as a service provider in the ridesharing economy?

Have you started participating as a service provider in the ridesharing economy?*

Yes

(Uber, Lyft, Sidecar)

Please explain any changes to your automobiles and "other" vehicles.

Please do not include sensitive, private information in this area.

Your Other Life Events

Please think back over the last year when answering these questions.

Have you added or changed ownership of any assets including titles, trusts or LLCs?

Have you added or changed ownership of any assets including titles, trusts or LLCs?*

Yes

Have you hired domestic help, nanny or housekeeper, either full or part-time?

Have you hired domestic help, nanny or housekeeper, either full or part-time?*

Yes

Have you purchased jewelry, art or other valuables that need to be added? Are there items that need to be changed or deleted?

Have you purchased jewelry, art or other valuables that need to be added? Are there items that need to be changed or deleted?*

Yes

Have you had a significant change in net worth?

Have you had a significant change in net worth?*

Yes

Have you accepted a position on a board(s) of a profit or nonprofit organization(s)?

Have you accepted a position on a board(s) of a profit or nonprofit organization(s)?*

Yes

Please explain any changes.

Please do not include sensitive, private information in this area.

Your Business Structure

Please think back over the last year when answering these questions.

Have you changed the ownership structure of your business?

Have you changed the ownership structure of your business?*

Yes

Have you added new or changed your existing operations and/or products?

Have you added new or changed your existing operations and/or products?*

Yes

Have you begun to buy supplies or sell your products overseas?

Have you begun to buy supplies or sell your products overseas?*

Yes

Are you operating out of any new locations or have you closed locations?

Are you operating out of any new locations or have you closed locations?*

Yes

Please explain any changes to your business structure.

Please do not include sensitive, private information in this area.

Your Personal Liability

Please think back over the last year when answering these questions.

Have you acquired, leased or sold a building, business property and/or equipment?

Have you acquired, leased or sold a building, business property and/or equipment?*

Yes

Have there been any improvements and/or significant alterations to your building?

Have there been any improvements and/or significant alterations to your building?*

Yes

Has your inventory level changed significantly?

Has your inventory level changed significantly?*

Yes

Have you purchased, leased or sold any Vehicles?

Have you purchased, leased or sold any Vehicles?*

Yes

Please explain any changes to your personal liability.

Please do not include sensitive, private information in this area.

Your Income Protection

Please think back over the last year when answering these questions.

Have your Businesses revenues changed by more than 10% since last year?

Have your Businesses revenues changed by more than 10% since last year?*

Yes

Do you rely on a single supplier for more than 50% of your materials?

Do you rely on a single supplier for more than 50% of your materials?*

Yes

Do you rely on a single buyer for more than 50% of your sales?

Do you rely on a single buyer for more than 50% of your sales?*

Yes

Please explain any changes to your income protection.

Please do not include sensitive, private information in this area.

Your Employees & Professional Liability Exposure

Please think back over the last year when answering these questions.

Do you have employees that regularly travel out of state or overseas for business?

Do you have employees that regularly travel out of state or overseas for business?*

Yes

Do any employees use their own personal cars for business purposes?

Do any employees use their own personal cars for business purposes?*

Yes

Do any Employees work outside your home state or work from their home regularly?

Do any Employees work outside your home state or work from their home regularly?*

Yes

Do you obtain Certificate of Insurance from all subcontractors, vendors and 1099 workers?

Do you obtain Certificate of Insurance from all subcontractors, vendors and 1099 workers?*

Yes

Are any of the owners a member of any board of directors whether for profit or not?

Are any of the owners a member of any board of directors whether for profit or not?*

Yes

Please explain any changes to your employees and personal liability exposure.

Please do not include sensitive, private information in this area.

Additional Protection

Need additional insurance? Just let us know how we can help.

Would you like to discuss any additional insurance protection with our firm?

Would you like to discuss any additional insurance protection with our firm?*

Yes

Confirmation

Your initials*

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Our Charlotte, NC Office

3440 Toringdon Way
Suite 205
Charlotte, NC 28277

702-718-6445 call
702-718-6445 text
Email Us
702-291-7189 fax

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3440 Toringdon Way, Suite 205
Charlotte, NC 28277

702-718-6445 call
702-718-6445 text
Email Us
702-291-7189 fax

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The Loeber Agency, our mission is to be an agency you can trust to treat you like family. We go the extra mile for our clients, and we will for you too!

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