Intake Internal Intake Form How did you hear about us?How did you hear about us? Google Referral From Current Client Other LEAD TYPE | LINES OF BUSINESSWhat Type Of Insurance Are You Looking For?(Required) Personal Business WHAT IS IMPORTANT TO THE CLIENT?(Other Than Price) What Is Most Important When It Comes To Choosing An Insurance Provider?(Required)An Advisor That Will Educate Me About My Coverages & Offer AdvicePositive Reviews (ex Google Review)Anywhere Access (Online, Text, Phone, etc)Access To Multiple Insurance CarriersQuick Turnaround On Service RequestsClaims ServiceFinancial Rating Of CarrierSteady Pricing (Limited Price Spikes Up Or Down)INSURED | CONTACT INFORMATIONInsured Name First Last Business Name Primary Business Contact First Last Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Mobile PhoneIs It OK To Text You?(Required)YesNoEmail Gender Male Female Date Of Birth Social Security Number **We can get preliminary pricing without your social, but we will need this information for final pricing**Driver's License Number Federal ID Marital Status Single Married Civil Union Spouse | Partner Name First Last Spouse/Partner Gender Male Female Spouse/Partner Date Of Birth Spouse/Partner Social Security Number Spouse/Partner Driver's License Number Description Of Business (What Do You Do?)Years In Business Annual Revenue (If New Business = 12 Months Projected) Number Of Employees Annual Payroll (If New Business = 12 Months Projected) POLICY | QUOTE INFORMATIONPersonal Policy Type(s) AUTOP HOME PUMBR RENTERS (TENANT) RENTAL PROPERTY Business Policy Type(s) AUTOB BOP/CPKGE WORK CUMBR HABITATIONAL Disclosure Statement By submitting this request, you agree to receive communication(s) from Callahan & Rice Insurance Group, INC. via Phone, Text, SMS, Email, Voicemail, or any other form of communication that may be deemed as beneficial. We use the information you provide as well as information from other sources, such as your driving record, claims, and credit histories, to calculate a price for your insurance.Auto Policy InformationCurrent Coverage Yes No Do you have current insurance coverage?Current Carrier Who is your current carrier?Effective Date MM slash DD slash YYYY Bodily Injury Liability$250,000 | $500,000$100,000 | $300,000$50,000 | $100,000$30,000 | $60,000Property Damage$250,000$100,000$50,000$25,000Combined Single Limit$1,000,000$750,000$500,000$300,000UnInsured/UnderInsured Combined Single Limit$1,000,000$750,000$500,000$300,000Medical PaymentNone$1,000$2,000$5,000$10,000Additional Policy Level Coverage(s) Hired Auto Non-Owned Auto Driver InformationNumber of Drivers (Other than Insured & Spouse / Partner) 1 2 3 Personal Driver 1 First Last Date of Birth (Driver 1) Driver's License Number (Driver 1) Personal Driver 2 First Last Date of Birth (Driver 2) Driver's License Number (Driver 2) Personal Driver 3 First Last Date of Birth (Driver 3) Driver's License Number (Driver 3) Number of Commercial Drivers 1 2 3 4 Commercial Driver 1 First Last Date of Birth (CD 1) Driver's License Number (CD 1) Commercial Driver 2 First Last Date of Birth (CD 2) Driver's License Number (CD 2) Commercial Driver 3 First Last Date of Birth (CD 3) Driver's License Number (CD 3) Commercial Driver 4 First Last Date of Birth (CD 4) Driver's License Number (CD 4) Vehicle Information & Vehicle Level CoverageNumber of Vehicles 1 2 3 4 Vehicle 1 Year Vehicle 1 Make Vehicle 1 Model Vehicle 1 VIN Other Than Collision | Comprehensive Coverage No Coverage $0 Deductible $100 Deductible $250 Deductible $500 Deductible $1,000 Deductible Collision Coverage No Coverage $100 Deductible $250 Deductible $500 Deductible $1,000 Deductible Rental Reimbursement / Extended Transportation No Coverage $15 Day / $450 Max $30 Day / $900 Max $50 / $1,500 Road Service / Towing & Labor No Coverage $25 $50 $100 Vehicle 2 Year Vehicle 2 Make Vehicle 2 Model Vehicle 2 VIN Other Than Collision | Comprehensive Coverage No Coverage $0 Deductible $100 Deductible $250 Deductible $500 Deductible $1,000 Deductible Collision Coverage No Coverage $100 Deductible $250 Deductible $500 Deductible $1,000 Deductible Rental Reimbursement / Extended Transportation No Coverage $15 Day / $450 Max $30 Day / $900 Max $50 / $1,500 Road Service / Towing & Labor No Coverage $25 $50 $100 Vehicle 3 Year Vehicle 3 Make Vehicle 3 Model Vehicle 3 VIN Other Than Collision | Comprehensive Coverage No Coverage $0 Deductible $100 Deductible $250 Deductible $500 Deductible $1,000 Deductible Collision Coverage No Coverage $100 Deductible $250 Deductible $500 Deductible $1,000 Deductible Rental Reimbursement / Extended Transportation No Coverage $15 Day / $450 Max $30 Day / $900 Max $50 / $1,500 Road Service / Towing & Labor No Coverage $25 $50 $100 Vehicle 4 Year Vehicle 4 Make Vehicle 4 Model Vehicle 4 VIN Other Than Collision | Comprehensive Coverage No Coverage $0 Deductible $100 Deductible $250 Deductible $500 Deductible $1,000 Deductible Collision Coverage No Coverage $100 Deductible $250 Deductible $500 Deductible $1,000 Deductible Rental Reimbursement / Extended Transportation No Coverage $15 Day / $450 Max $30 Day / $900 Max $50 / $1,500 Road Service / Towing & Labor No Coverage $25 $50 $100 Enter Misc Auto InformationUpload Any Auto Insurance Files You May Have Drop files here or Select files Max. file size: 2 MB. Home InformationNew Purchase Or Existing Home New Home Purchase Existing Home Closing Date MM slash DD slash YYYY Loan Officer Name First Last Loan Officer Email Loan Officer Mobile PhoneRealtor Name First Last Realtor Email Realtor Mobile PhoneClosing Attorney Name First Last Closing Attorney Email Closing Attorney Mobile PhonePrevious Address Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Effective Date MM slash DD slash YYYY Current Carrier Purchase PriceWhat Type Of Home? Single Family Townhome Condo Mobile Home Does The HOA Cover The Shell? Yes No New Construction Yes No Year Built Is House Older Than 20 Years Yes No If House Older Than 20 Years - Year Of Roof Update If House Older Than 20 Years - Year Of Electric Update If House Older Than 20 Years - Year Of Plumbing Update If House Older Than 20 Years - Year Of HVAC Update Construction Of Home Frame Brick Veneer Log Other Square Footage Number Of Stories Foundation Type Slab Crawl Space Basement - Unfinished Basement - Partial Finish Basement - Finished Elevated Mobile Home Specific InformationIs There A Wood Burning Stove?NoYesWhat Type Of StoveWoodGasOtherWhen Was The Last Time Chimney Was Cleaned Please Put Date (or approximate Date)Do You Have A Swimming Pool?NoYesIs There A Fence?YesNoMost Carriers Require A 4 Foot High Fence With Locking GateAre there animals, including farm animals or pets on the premises? Yes No Provide Animal Type(s) (If Dog include breed) (are any animals dangerous or show propensity to bite)Homeowner's Coverage InformationDwelling Coverage AmountDeductible $1,000 $1,500 $2,500 $5,000 Personal Liability $1,000,000 $500,000 $300,000 Medical Payments To Others $1,000 $2,000 $5,000 $10,000 Enter Misc Homeowner's InfoUpload Any Homeowner's Files You May Have Drop files here or Select files Max. file size: 2 MB. Renters InformationHave You Moved In The Past 12 Months? Yes No Previous Address (Most Recent) Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Effective Date MM slash DD slash YYYY Current Carrier If No Current Carrier Enter "None"What Type Of Home? Apartment Single Family Townhome Condo Mobile Home Construction Of Home Frame Brick Veneer Log Other Are there animals, including farm animals or pets on the premises? Yes No Provide Animal Type(s) (If Dog include breed) (are any animals dangerous or show propensity to bite)Renters Coverage InformationContents Coverage AmountMinimum Coverage Amount Varies By Carrier | Normally $12,000 or higherDeductible $1,000 $1,500 $2,500 $5,000 Personal Liability $1,000,000 $500,000 $300,000 Medical Payments To Others $1,000 $2,000 $5,000 $10,000 Enter Misc Renters InfoUpload Any Renters Files You May Have Drop files here or Select files Max. file size: 2 MB. Business Owners InformationEffective Date MM slash DD slash YYYY Current Coverage Yes No Current Carrier BOP Coverage Types General Liability Only (GL) GL + Building Coverage GL + Business Contents GL + Building + Business Contents Number of Location(s)/Building(s) Same As Mailing Addres Main Address (Other Than Mailing) Add'l Locations (Other Than Primary) Enter # of Locations/Buildings (if more than 2 please enter information in "Multiple Location | Building Info" SectionPrimary Location Address Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Multiple Location | Building InfoEnter Any Address Info | Coverage Info as notesBusiness Owners Coverage InformationGeneral Liability Limits $1,000,000 | $2,000,000 $500,000 | $1,000,000 $300,000 | $600,000 Building CoverageBusiness Personal Property CoverageOptional Coverage (Select All That Apply) Cyber Liability Employment Practices Liability Professional Liability Enter Misc BOP | CPKG InfoUpload Any BOP | CPKG Files Drop files here or Select files Max. file size: 2 MB. Workers Compensation InformationEffective Date MM slash DD slash YYYY Current Coverage Yes No Current Carrier Number Of Class Codes 1 2 3 Class Code (Main) If you don't have/know the Code - please enter descriptionClass Code Payroll (Main) Class Code (2) If you don't have/know the Code - please enter descriptionClass Code Payroll (2) Class Code (3) If you don't have/know the Code - please enter descriptionClass Code Payroll (3) Workers Compensation Coverage InformationWorkers Compensation Limit $1,000,000 | $1,000,000 | $1,000,000 $500,000 | $500,000 | $500,000 $100,000 | $500,000 | $100,000 Enter Misc Workers Compensation InformationUpload Misc Workers Compensation Files Drop files here or Select files Max. file size: 2 MB. Personal Umbrella CoverageEffective Date MM slash DD slash YYYY Current Coverage Yes No Current Carrier Personal Umbrella Limit $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 $10,000,000 Enter Misc Personal Umbrella InformationEnter any misc info (ex. Underlying Coverage(s) and rating info not already entered)Upload Personal Umbrella Files Drop files here or Select files Max. file size: 2 MB. Commercial Umbrella CoverageEffective Date MM slash DD slash YYYY Current Coverage Yes No Current Carrier Commercial Umbrella Limit $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 $10,000,000 Enter Misc Commercial Umbrella InformationEnter any misc info (ex. Underlying Coverage(s) and rating info not already entered)Habitational | Rental Property InformationEffective Date MM slash DD slash YYYY Current Coverage Yes No Current Carrier Habitational | Rental Property CoverageNumber of Location(s) | Building(s) 1 More Than 1 If More than 1 location or building - please enter information in "Enter More Location Information" Section or upload current Dec Pages in the Upload File SectionLocation Address Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Building CoverageYear Built Square Footage Number of Families Per Building 1 (Single Family) 2 (Duplex) 3 4 5-10 11-20 20+ Construction Frame Masonry Veneer Joisted Masonry Masonry Non-Combustible Non-Combustible Number of Stories 1 2 3 4 5+ Sprinklered Yes No Enter More Location InformationEnter Misc Habitational | Rental Property InformationUpload Habitational | Rental Property Files Drop files here or Select files Max. file size: 2 MB. Upload Bond | Surety Misc Files Drop files here or Select files Max. file size: 2 MB. Disclosure StatementBy submitting this request, you agree to receive communication(s) from Callahan & Rice Insurance Group, INC. via Phone, Text, SMS, Email, Voicemail, or any other form of communication that may be deemed as beneficial. We use the information you provide. as well as information from other sources, such as your driving record, claims, and credit histories, to calculate a price for your insurance.CARRIER SELECTIONSelect Which Carrier(s) To Quote(Required) Erie Insurance Progressive Insurance National General Insurance Heritage Insurance Foremost Insurance Universal Property Hanover Insurance Travelers West Bend Berkley Southeast Hartford ACORD (Brokers) Liberty Mutual Accident Fund Employers Builders Mutual
