Vacation Property Online Quote - Steve Heald Insurance Agency

(916) 773-4300 Granite Bay, CA

Short-Term Vacation Property Rentals Online Quote Request

General Information

Primary Named Insured:

First Name:

Initial:

Last Name:

DOB:

Other Named Insured(s):

First Name:

Initial:

Last Name:

DOB:

Relationship to Primary Insured:

Add More Individuals

Please check this box if this property is vested in a business entity, other than an individual's names (ie. Corps, LLC, LLP or Trusts)

Business Name:

Primary Contact Phone Number:

Primary Contact Fax Number:

Primary Contact Email Address:

Preferred Time to Contact You:

Property Location:

Property Street Address:

City:

State:

Zip Code:

Mailing Address:

Mailing Street Address:

City:

State:

Zip Code:

Effective Date & Transaction Type

Requested Effective Date (or Close of Escrow):

Is this a NEW PURCHASE Closing Escrow through a Title Company?

Yes

PLEASE RUSH!! Need Coverage ASAP to Close Escrow!

Name of Title Company:

Contact Person:

Title Company's Phone Number:

Escrow #:

Do you already have ownership of this property?

Yes

Purchase Date:

How did you find us?

Person Referred by:

Current Insurance & Loss History

Name of Current Insurance Company:

NONE

Next Renewal Date:

Reason for Change:

If Insured, Please Provide Current Dwelling/Building Coverage:

ANY Claims History in the past 5 years:

Yes

Loss Date:

$ Amount Paid:

Type of Loss:

Brief Description of Loss/Claim:

Loss Date:

$ Amount Paid:

Type of Loss:

Brief Description of Loss/Claim:

Remove

Loss Date:

$ Amount Paid:

Type of Loss:

Brief Description of Loss/Claim:

Remove

Add Another Loss/Claim

Property Management

**INFORMATION NOT REQUIRED**
However, it's very helpful in completing the application to issue the policy.

Do you currently (or plan) to use a Property Management Company:

Add Management as ADDITIONAL INSURED (No Extra Cost!!!)

Name of Management Company:

Manager's Name (Contact Person):

Street Address:

City:

State:

Zip Code:

Phone Number:

Manager's Email (Contact Person):

Management Company's Website:

Management Company's Listing Number to your property:

Management Company Tenant Screenings (please select all that apply):

Do you have ANY links of your own listings advertising this property on websites such as VROB or Home Away? If so, please paste in text box:

Additional Interests

**INFORMATION NOT REQUIRED**
However, it's very helpful in completing the application to issue the policy.

First Mortgage Company:

Name of Mortgage Company:

Continue Mortgage Clause:

Mortgage Company Mailing Address:

City:

State:

Zip Code:

Phone Number:

Loan Number:

We have (or plan to have) an Escrow Impound Account to Pay the Annual Hazard Insurance Premium.

Other Interest:

Interest Type:

Name of Other Interest

Continue Name of Other Interest:

Other Interest Mailing Address:

City:

State:

Zip Code:

Phone Number:

Loan or Account Number (if Applicable):

Dwelling Reconstruction Information

The more accurate facts you can provide about this home's construction, the more accurately we can calculate your total replacement cost.

Home Security Devices (Please select all that apply):

Select Interior Floor Material (must equal 100%):

Remove

0% Combined Total

Add More Materials

Select Interior Wall Finish (must equal 100%):

0% Combined Total

Add More Finishes

Select Exterior Wall Material (must equal 100%):

0% Combined Total

Add More Materials

Home Renovations	Fully Replaced	Partially Replaced	Year Completed
Roofing
Heating System
Plumbing System
Electrical System

2nd Story Balcony: Yes No

Covered by Roof? Yes No

Surface Material:

Shape of Balcony:

Approximate Sq. Ft:

Wood Deck: Yes No

Deck Covered by Roof? Yes No

Material of Deck:

Shape of Deck:

Approximate Sq. Ft:

Any additional comments about the specific construction qualities of this property that we should know?

Underwriting Questions

Please answer ALL of the required underwriting questions.

If you answered YES to any of the above questions and want to explain (or add details), please use this text box below:

Coverage & Options

We will calculate the minimum building coverage for you. Please select your OTHER coverage desires...

Basic Coverages:

Dwelling/Building Coverage

Extended Replacement on Dwelling/Building with Ordinance/Law

Replacement Cost on Dwelling & Separate Structures

Separate Structures Coverage

Includes owned docks and/or piers

Personal Property Coverage

Replacement Cost on Personal Property

Actual Cash Value

Loss of Rents Coverage (Estimated Gross Annual Receipts)

Premises Liability Coverage

Include Personal Injury Liability Protection

Guest Medical Coverage

Optional Endorsements & Coverage:

Limited Theft Coverage:

Water Backup of Sewer & Drains:

Wind/Hail for Satellite Dishes:

Identity Fraud Expense:

Loss Assessment Coverage:

Flood Insurance:

Earthquake Insurance:

Excess/Umbrella Coverage:

Please select two optional deductibles for your quote:

Quote #1 - Policy Deductible

Quote #2 - Policy Deductible