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'Renters' Form Recommendations
'Renters' Form Recommendations

Learn how you can use SALT forms to gather info for a 'Renters' quote.

Updated over a week ago

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.


Must Haves:

  • Contact Info

  • Personal Info

    • Name, Email, Phone

    • Address

    • DOB

    • Gender

    • Marital Status

    • Education/Occupation

  • Co-Insured

  • Current Address

  • Previous Address


Must Haves:

  • Property Insight

  • Property Address

  • Property Type

  • Home Deductible

  • Security Measures

  • Dog


  • Pool

  • Trampoline

  • Dwelling Use

  • Water Backup

  • Prior Home Policy

  • Property Details


Must Haves:

  • Documents

  • Additional Interests

  • Notes (Utilize this step to ask the prospect: β€œHow much content coverage is needed?”)


  • Referral

[Note: You can rearrange the order of the questions and the categories

using the '...' icon at the top of "Active Steps" and each applicable category.]

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