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(916) 773-4300 Granite Bay, CA

Real Estate Agent Referral



REALTORS:  We Truly Value YOUR Client Referrals!!!
 
We are LOCAL and WE are prepared to help you and your clients...

     

  SEE BELOW (We have an EASY referral form below!)

 
If you're looking for an experienced and professional TEAM to educate and assist your clients in purchasing a quality homeowners insurance policy, then you have found the BEST AGENCY to help!
 
  • We are family owned & operated since 1989
  • Located (locally) in Granite Bay
  • Over 50+ years combined insurance experience
  • We represent major (highly rated) insurance carriers
  • We are your responsive & dependable agency
  • We offer very COMPETITIVE RATES 
  • Excellent claims service!  (Report claims 24/7 to a live person)
  • Your clients will appreciate learning the basics about homeowners insurance 
 
**Problems with Homes Located in MOUNTAIN AREAS due to a High FIRELINE Score?**  
(Just another good reason to refer US...)    
 
                                                                                
                                                                       We are the
 
                
 
  Our Top 7 Property Product Types Avaliable:
 
 


We are very happy to provide a comprehensive fire insurance proposal to you and/or your clients by you providing us some basic information that we need to get the quote started.  We prefer to have as much property information as possible.  This will enable us to get a preliminary quote started (saving valuable time) prior to Steve personally contacting you and/or the client by phone.
 


If you could complete some basic info below, then we can get a new quote started right away!
(Please correct any default answers that are not accurate)
 
Realtors Contact Information
Agents Name*
Phone Number*
Email Address*
Estimated Date - Close of Escrow*     
Do You Prefer We Contact the Client Directly?   
Request to be 'cc'ed on Quote emailed to Client?   
Clients Contact Information
Owners Full Name*
Additional Owners Name (Spouse, Partner, etc)
Client's Phone #*
Client's Email Address*
Preferred Time of Contact*    
Clients Date of Birth    
Maritial Status    
Occupation (Discount Requirements)    
Does this Client Current Own a Home?   
Basic Property Information
Policy Type - Intended Occupancy*    
Street Address*
City/Town*
Zip Code*
If you know of any ONLINE Ad posted with photos?
(If so, please provide the website link here)
Has an Appraisal Been Completed Yet?   
Square Feet (Living Area Only)
Year Home was Originally Built
Number of Bathrooms    
In Your Opinion: Overall QUALITY of Construction    
Number of Stories    
Size of Garage (# of Cars)    
Type of Roof    
"Aproximate" Age of Roof (Years Old)    
ANY Additional Comments Regarding this Home?
* = Required Field
 
 
- THANK YOU -
We really appreciate your referrals!!!
- Steve will personally be in contact with your client (or you) shortly.
 
 
OR..... If you would prefer, feel free to CALL US at
(916) 773-4300