'Renters' Form Recommendations

While we don't have a dedicated form or pre-loaded template for 'Renters' quotes, you can create one using the following recommendations from existing questions in the SALT library.

Prospect

Must Haves:

• Contact Info

  Personal Info

  • Name, Email, Phone
  • Address
  • DOB
  • Gender
  • Marital Status
  • Education/Occupation
• Co-Insured
• Current Address
• Previous Address

Home

Must Haves:

• Property Insight
• Property Address
• Property Type
• Home Deductible
• Security Measures
• Dog

Optional:

• Pool
• Trampoline
• Dwelling Use
• Water Backup
• Prior Home Policy
• Property Details

Conclusion

Must Haves:

• Documents
• Additional Interests
• Notes (Utilize this step to ask the prospect: “How much content coverage is needed?”)

Optional:

• Referral