Property Information

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Property address (full address including unit number if applicable)Year the property was builtSquare footage of the buildingNumber of unitsConstruction type (wood frame, masonry, etc.) — Your agent can help if you're unsure.Roof type and age — Approximate is fine.

Ownership & Occupancy

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How the property is owned (personally, LLC, trust, partnership)Entity name if owned by an LLC or trustCurrent occupancy status (tenant in place, vacant, owner-occupied plus rental unit)Tenant lease in place (yes/no, month-to-month or fixed term)

Existing Coverage

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Current insurance carrier name (if any)Current policy expiration dateCurrent annual premium — Approximate is fine.Any claims in the last 5 years (yes/no, approximate dates and amounts)

Financial Details

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Estimated replacement cost of the building — Not market value — what it would cost to rebuild.Monthly rent amountLender name and loan number if there is a mortgage

Closing / Timing

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Desired effective date or closing date if this is a purchaseLender requirements if applicable (mortgagee clause, required limits)

Quote-Ready Checklist

Property Information

Ownership & Occupancy

Existing Coverage

Financial Details

Closing / Timing

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