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Insurance Intake – New Business
Marshall Tague
2022-11-22T13:54:53-07:00
Stewardship Insurance
Insurance Advisors who work for you, not the insurance company.
Multiple Company Options | Proactive Annual Reviews | Your Needs Put First
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22
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Are you currently a Stewardship Insurance customer?
Yes
No
Are you currently getting a Home Loan through Stewardship Mortgage?
Yes
No
What would you like an insurance quote for?
Check all that apply. REMEMBER - BUNDLING HOME & AUTO INSURANCE SAVES MONEY!
Primary Home Insurance
Auto Insurance
Rental Home Insurance
Umbrella Insurance
a. Name
First
Last
a. Do we have your permission to gather quoting info (for your Home Insurance quote) like property detail and date of birth from your loan officer?
Yes
No
a. Is the home in or do you plan on putting it into the name of a Trust or LLC?
Yes
No
a. Who are the Trustees?
a. Does the Trust or LLC own any other entities (such as a business) or commercial properties?
Yes
No
a. Do you own a dog(s)?
Yes
No
a. What type of breed(s)?
a. Does your dog(s) have bite history?
Yes
No
a. Do you have any farm animals? (horses, cows, chickens, etc.)
Yes
No
a. Do you have a trampoline?
