Surveys - Pathway

Pre-Renewal Survey – For Auto

Thank you for another year of being our client!

Since your policy is renewing shortly, we’d like to make sure we continue to provide the best insurance for you. By checking in with you to see if anything has changed in your life that would affect your coverage needs, we might even be able to find a way to save you money on your renewal!

PLEASE HELP US UPDATE YOUR INFO

1. Has your commute to work changed?

Yes No

If so, please explain:

2. Have you retired in the past year?

Yes No

If yes, when?

3. Do you have any other drivers in your household that have not been listed on the policy? Ie: family member, newly licensed child, etc.

Yes No

If yes, please provide details:

4. Is there a child in your household that lives away from home while attending school?

Yes No

If yes, what city are they living in?

5. Have you purchased or sold a vehicle and haven’t notified your broker?

Yes No

If yes, please explain:

6. Do you install winter tires on your vehicle(s) and have not informed your broker? (Proof of purchase/ installation may be required)

Yes No

7. Have you modified your vehicle? (Ex: Lift kit, upgraded tires & rims, mobility device accessible, new stereo system)

Yes No

If yes, please explain:

8. Do you use your vehicle for business, a ridesharing service or drive for a delivery service i.e. Uber, Amazon Flex, SkipThe Dishes, etc.?

Yes No

If yes, please explain:

9. If we do not currently insure your home, would you be interested in a quote? You may be eligible for additional discounts.

Yes No Already insured by you

If yes, please explain:

10. If you have a seasonal recreation vehicle (e.g. motorcycle, ATV, snowmobile, etc.) that we don’t currently insure, would you be interested in a quote? You may be eligible for additional discounts.

Yes No

If yes, please explain:

11. Do you have any other questions or concerns?

Thank you for taking the time to complete these questions. We'll review your responses to see if we can identify any coverage gaps or other possible savings.

Thanks for your continued business,

Amber Kind, RIB(on)
Personal Insurance Service | Josslin Insurance

Thank you!

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