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Homeowners Insurance Underwriting Application

Property Information

Type of property (single-family home, condo, townhouse, etc.)

Construction type (wood frame, brick, etc.)

Square footage of the property

Number of stories

Number of bedrooms and bathrooms

Roof type and age

Heating and cooling systems

Presence of any additional structures (garage, shed, pool, etc.)

Any recent renovations or updates made to the property

Ownership and Occupancy

Full names of all owners

Percentage of ownership for each owner

Occupancy status (primary residence, secondary residence, rented out, vacant, etc.)

If the property is rented out, provide details of the tenant(s)

Insurance History

Current insurance carrier and policy number (if applicable)

Any cancellations or non-renewals of previous insurance policies

Any prior losses or damage to the property

Personal Information

Full names of all individuals living in the property

Date of birth for each individual

Occupation and employer information for each individual

Any pets residing in the property

Liability Coverage

Desired liability coverage limit

Any additional liability coverage required (such as umbrella coverage)

Specify if there is any additional liability coverage required, such as umbrella coverage.
If yes, provide the details of the additional liability coverage required.

Additional Coverage Options

Desired coverage for personal property and belongings

Desired coverage for valuable items (jewelry, artwork, etc.)

Desired coverage for additional living expenses in case of temporary displacement

Desired coverage for identity theft or cyber liability

Risk Assessment

Any previous insurance losses or claims related to the property

Any existing safety features in the property (smoke detectors, fire extinguishers, security systems, etc.)

Any potential hazards or risks in the vicinity of the property (proximity to flood zones, earthquake-prone areas, etc.)

Any additional risk factors specific to the property or its location

Mortgage and Lien Information

Mortgage lender's name and contact information

Loan number and outstanding balance

Any existing liens or encumbrances on the property

Additional Comments or Special Requests

Any additional information or special requests not covered in the previous sections

Please note that this checklist may vary slightly depending on the specific requirements and policies of the insurance organization. It is important to consult the insurer's guidelines and application form for the most accurate checklist.

Provide any additional information or details about the property that may impact the underwriting process

Specify any special coverage requirements or endorsements needed for the policy

Indicate if there are any specific concerns or considerations regarding the property's location or surroundings

Mention any unique features or characteristics of the property that may affect the insurance coverage

Include any additional documentation or reports that may be relevant to the underwriting process

State if there are any specific discounts or incentives that the homeowner would like to be considered for

Outline any specific concerns or requests regarding the policy's deductibles or limits

Specify if there are any additional insured parties or mortgagees that should be listed on the policy

Indicate if there are any specific billing preferences or payment plans that the homeowner would like to explore

Provide any other relevant information or special requests that have not been addressed in the previous sections

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