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Quote Form
Step
1
of
2
50%
Personal Information:
Are you a New or Existing Client?
*
New Client
Existing Client
Lender/ Realtor
AnswerLink
Please Provide Salesforce Account URL
*
Name of Caller
Contact Information on File is Current
*
Yes
No
Updated Contact Information:
*
use the (+) to add additional insureds
Phone
Email
Name(s) as listed on property title:
*
use the (+) to add additional insureds
Name
Phone
Email
Date of Birth
Property Address to be Insured:
*
Closing Date/Effective Date:
MM slash DD slash YYYY
Type:
New Purchase
Shopping Renewal
Mid-Term Carrier Change
Currently Uninsured
If New Purchase, Prior Address:
If Shopping Renewal or Mid-Term Carrier Change, Current Insurance Carrier:
Occupancy Information:
Have you purchased the home within the last 3 years?
Yes
No
Prior Address
Occupancy:
Primary Residence
Secondary
Seasonal
Rental/Investment Property
If Rental:
Annual
Semi-Annual
Short-Term
Secondary Occupancy with Short Term Rental
Mailing Address
Duration of short-term rental:
Daily
Weekly
Monthly
Mortgage:
Yes
No
Lending Institution:
Lender:
Year Built:
If
2002
or below, need wind mit. If
1989
or below, need 4 point.
Inspections?
Wind Mit
4 Point
Elevation Cert
Roof Year:
Age of Hot Water Heater:
Dogs?
Yes
No
If yes, list breed(s):
Claims in the past 5 years?
Yes
No
If Yes, complete the following:
Approx. Date:
Description:
Approx. Amount Paid:
Approx. Date:
Description:
Approx. Amount Paid:
Have you worked with HH Insurance in the past?
Yes
No
New purchase or Not Insured - no dec page required.
How did you hear about us?
Select From List
Facebook
Friend or Relative
Google
HH Employee
HH Website
Instagram
Lender
Postcard
Realtor
Standard Procedure Gym
Who's your realtor?
Who's your lender?
Who's your friend?
Request Current Declarations
Client will Email or text pdf documents to sales@hhinsgroup.com
Client will send photo of documents via email or text to sales@hhinsgroup.com
Client will fax documents to HH service fax number (727)601-0988
Client will mail documents to HH home office 3443 1stAve N St. Petersburg, FL 33713
Client denied request for declarations page and team member reassured client dec is for apples-to-apples coverage comparison.
Quote Request Taken By
*
Select Your Name From List
Adam Arredondo
Alexis Cieri
Billie Feliciano
Catherine Dowd
Christian Kaelber
Daryus Dunbar
David Fonseca
Deatrice Clark
Haley Cox
Fiona Bakht
Jacob Holehouse
Jasmin Molina
Jennifer Bayeur
Jessica Craig
Joseph Horan
Joyce Winters
Julie Lowe
Kat Malone
Kayla Plummer
Kayla Roberts
Lacy Beck
Landon Cassidy
Lauren Younger
Lily Saengthong
Lizzy Lozano
Melique Hill
Raymond Rowe
Renee Cunningham
Robert Colwell
Ryan Matheson
Sadie Glass
Scarlett Clark
Shawna Miller
Sky Shoemaker
Steve Holmes
Tori Solitaire
Tyler Dossabhoy
Zeena Shmukler
Notes: