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 BUSINESS
What 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)
INSURED | CONTACT INFORMATION
Insured Name
First Last
Business Name
Primary Business Contact
First Last
Address
Street Address Address Line 2 City State ZIP Code
Mobile Phone
Is It OK To Text You?(Required)
Email
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 INFORMATION
Personal 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 Information
Current 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
Property Damage
Combined Single Limit
UnInsured/UnderInsured Combined Single Limit
Medical Payment
Additional Policy Level Coverage(s)
- Hired Auto
- Non-Owned Auto
Driver Information
Number 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 Coverage
Number 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 Information
Upload Any Auto Insurance Files You May Have
Drop files here or

Max. file size: 2 MB.
Home Information
New 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 Phone
Realtor Name
First Last
Realtor Email
Realtor Mobile Phone
Closing Attorney Name
First Last
Closing Attorney Email
Closing Attorney Mobile Phone
Previous Address
Street Address City State ZIP Code
Effective Date
MM slash DD slash YYYY
Current Carrier
Purchase Price
What 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 Information
Is There A Wood Burning Stove?
What Type Of Stove
When Was The Last Time Chimney Was Cleaned

Please Put Date (or approximate Date)
Do You Have A Swimming Pool?
Is There A Fence?
Most Carriers Require A 4 Foot High Fence With Locking Gate
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)
Homeowner's Coverage Information
Dwelling Coverage Amount
Deductible
- $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 Info
Upload Any Homeowner's Files You May Have
Drop files here or

Max. file size: 2 MB.
Renters Information
Have You Moved In The Past 12 Months?
- Yes
- No
Previous Address (Most Recent)
Street Address City 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 Information
Contents Coverage Amount
Minimum Coverage Amount Varies By Carrier | Normally $12,000 or higher
Deductible
- $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 Info
Upload Any Renters Files You May Have
Drop files here or

Max. file size: 2 MB.
Business Owners Information
Effective 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" Section
Primary Location Address
Street Address City State ZIP Code
Multiple Location | Building Info
Enter Any Address Info | Coverage Info as notes
Business Owners Coverage Information
General Liability Limits
- $1,000,000 | $2,000,000
- $500,000 | $1,000,000
- $300,000 | $600,000
Building Coverage
Business Personal Property Coverage
Optional Coverage (Select All That Apply)
- Cyber Liability
- Employment Practices Liability
- Professional Liability
Enter Misc BOP | CPKG Info
Upload Any BOP | CPKG Files
Drop files here or

Max. file size: 2 MB.
Workers Compensation Information
Effective 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 description
Class Code Payroll (Main)
Class Code (2)

If you don't have/know the Code - please enter description
Class Code Payroll (2)
Class Code (3)

If you don't have/know the Code - please enter description
Class Code Payroll (3)
Workers Compensation Coverage Information
Workers 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 Information
Upload Misc Workers Compensation Files
Drop files here or

Max. file size: 2 MB.
Personal Umbrella Coverage
Effective 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 Information
Enter any misc info (ex. Underlying Coverage(s) and rating info not already entered)
Upload Personal Umbrella Files
Drop files here or

Max. file size: 2 MB.
Commercial Umbrella Coverage
Effective 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 Information
Enter any misc info (ex. Underlying Coverage(s) and rating info not already entered)
Habitational | Rental Property Information
Effective Date
MM slash DD slash YYYY
Current Coverage
- Yes
- No
Current Carrier
Habitational | Rental Property Coverage
Number 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 Section
Location Address
Street Address City State ZIP Code
Building Coverage
Year 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 Information
Enter Misc Habitational | Rental Property Information
Upload Habitational | Rental Property Files
Drop files here or

Max. file size: 2 MB.
Upload Bond | Surety Misc Files
Drop files here or

Max. file size: 2 MB.
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.
CARRIER SELECTION
Select 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

Internal Intake Form

How did you hear about us?

LEAD TYPE | LINES OF BUSINESS

WHAT IS IMPORTANT TO THE CLIENT?

INSURED | CONTACT INFORMATION

POLICY | QUOTE INFORMATION

Auto Policy Information

Driver Information

Vehicle Information & Vehicle Level Coverage

Home Information

Homeowner's Coverage Information

Renters Information

Renters Coverage Information

Business Owners Information

Business Owners Coverage Information

Workers Compensation Information

Workers Compensation Coverage Information

Personal Umbrella Coverage

Commercial Umbrella Coverage

Habitational | Rental Property Information

Habitational | Rental Property Coverage

CARRIER SELECTION