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Summary
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Raw, unformatted data for system entry.
Household Summary
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System Entry Order
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01.
Qualifier
↑
↓
Interests
Auto
Home
RV/Toys
First Name
Last Name
DOB
Phone
Email
Address
Copy
Map
Build Type
Stick Built
Manufactured
Other
PBRI Status
No concerns
Checklist
Other
Rental Property?
No
Yes
⚠️ ALERT: Discuss ACV vs Replacement Cost & Skirting.
Prior Insurance
Current Carrier
Time w/ Carrier
Select...
< 6 months
6 months - 1 year
1 - 3 years
3 years +
5 years +
Current Limits
Select...
State Minimum
25/50
50/100
100/300
250/500
500/500
Qualifier Notes
04.
Property
↑
↓
New Home Purchase?
Address (Auto-Filled)
Year Built
Sq Ft
Roof Year
PBRI Status (From Qualifier)
Flooring
Kitchen Tops
Bath Tops
Detached Structures
Wood Stove?
No
Yes
Mortgaged?
No
Yes
Loan Balance
Monthly Payment
⚠️ PIVOT: Ask 'Who pays this if income stops?'
Discussed Mortgage Protection
Zillow / Real Estate URL
Property Notes