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Carrier – Underwriting Questions – Travelers
Jenniea Olalia
2025-01-07T15:12:58-07:00
Travelers
Underwriting Questionnaire
Name
(Required)
First
Last
Phone
(Required)
Email
(Required)
Which Policies do you have?
Home
Auto
Landlord / Dwelling Fire
Umbrella
Home Underwriting Questionnaire
1. Have you had any primary or excess insurance declined, canceled, or non-renewed in the past 5 years??
(Required)
-- Select One --
No
Yes
Please describe
(Required)
2. Do you have any primary policies (home, auto, etc) which eliminate or restrict any coverage?
(Required)
-- Select One --
No
Yes
Please describe
(Required)
3. Any accidents or traffic violations in 5 yrs (auto, RV or Watercraft)?
(Required)
-- Select One --
No
Yes
Provide details
(Required)
4. Do you have any Physical, medical or mental/emotional impairments?
(Required)
-- Select One --
No
Yes
Please provide details
(Required)
5. Are you providing Medical statement with the application?
(Required)
-- Select One --
No
Yes
Upload Medical Statements
Max. file size: 10 MB.
6. Do you own, rent or operate any type of farm or farming operation?
(Required)
-- Select One --
No
Yes
Please provide details
(Required)
7. Are you involved with unpaid civic duties, volunteer work or a non-profit corporations?
(Required)
-- Select One --
No
Yes
Please provide details
(Required)
8. Do you travel to foreign countries more than 6 months per year?
(Required)
-- Select One --
No
Yes
Please provide details
(Required)
9. Any liability claims or lawsuits against a household member in 5 yrs?
(Required)
-- Select One --
No
Yes
Please provide details
(Required)
10. Do you own or lease any Real estate, vehicles, watercraft, aircraft that is not covered on a primary policy?
(Required)
-- Select One --
No
Yes
Please provide details
(Required)
11. Aircraft owned, leased or charted for regular use?
(Required)
-- Select One --
No
Yes
Please provide details
(Required)
12. Do you have any household employees/domestics?
(Required)
-- Select One --
No
Yes
Please provide # of employees and indicate if they reside at the premise.
(Required)
13. Do you have a swimming pool at your house?
(Required)
-- Select One --
No
Yes
Is the pool In ground or above ground?
(Required)
In Ground
Above Ground
Is the pool Fenced
(Required)
Yes, it is fully fenced
No it is not fenced
14. Do you have animals or exotic pets?
(Required)
-- Select One --
No
Yes
Please provide details
(Required)
Auto Underwriting Questionnaire
Landlord / Dwelling Fire Questionnaire
Umbrella Underwriting Questionnaire
Do you currently have an umbrella policy?
(Required)
Yes
No
Please provide the company name and amount of insurance.
(Required)
What is your Occupation?
(Required)
How many Residences do you own/lease?
(Required)
Select One
0
1
2
3
4
5
6+
How many Vehicles do you own/lease?
(Required)
Select One
0
1
2
3
4
5
6+
How many Recreational Vehicles do you own/lease?
(Required)
Select One
0
1
2
3
4
5
6+
How many Motorcycles do you own/lease?
(Required)
Select One
0
1
2
3
4
5
6+
How many ATVs/UTVs do you own/lease?
(Required)
Select One
0
1
2
3
4
5
6+
How many Boats/Watercrafts do you own/lease?
(Required)
Select One
0
1
2
3
4
5
6+
How many Rental Properties do you own/lease?
(Required)
Select One
0
1
2
3
4
5
6+
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Admin Use Only
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Form Category
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Form Name
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Agency Name
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AMS ID
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CRM ID
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Internal Use
Yes
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