Eldredge & Lumpkin Insurance
 

2008 Customer Auto Insurance Questionnaire

Please complete the following questionnaire completely, and the mail or submit it when finished. Thank you.

   

Name:

Garaging Address:

 

If different from mailing address, please explain:

Mailing Address:

Home Phone:

Cell Phone:

Work Phone:

Email:

 

How would you prefer that we contact you and at what general time?

 

List vehicles on policy:

Year

Make

Model

VIN#

Do any of the vehicles have anti-theft devices? If YES, which vehicle(s) and what devices(s)?

Low Mileage Discount: to determine eligibility, please list your current odometer reading by vehicle:

Are any of the above vehicles a hybrid? If so, which?

Are any of the above vehicles used on a farm? If so, which?

List all drivers in the household:

Name
License #
Principal Vehicle Driven
Occasional Vehicle Driven
Out-of-state License # &
Date first received

Do any drivers have their own auto policy or are they listed on another policy? List the policyholder name, company and effective date.

Are any drivers to be excluded from a vehicle? If so, which driver and which vehicle?

Have any drivers attended driver training courses? If so, which drivers?

Have any drivers attended Advanced Driver Training Courses? If so, which drivers and which courses?
Do you have certificate(s) of completion?

Do any of the household drivers currently attend college? If so, who?

Do any college attendees take a vehicle with them to school? If so, which vehicle?

Where is the college located?

Are any drivers college educators? If so, who are they and at which institution?

Do any drivers qualify for a Good Student Discount? They must be on a dean’s list, honor roll, have a Grade B or better average, or must be in upper 20% of the class. Which driver(s) are they, and can you supply a report card?

Many companies now offer Account Discounts. Please provide a copy of the declaration page(s) for the following policies if they are not currently written with Eldredge & Lumpkin:
Home:
Umbrella:
Boat:
Other (describe):

Please list the insurance companies with which your home, umbrella, boat or business policies are placed if they are not with the Eldredge & Lumpkin Agency. Account credits may be offered.

Do you belong to any motor club organizations? Please list club and membership number.

Do any drivers use public transportation? If so, can you provide receipts?

Massachusetts Coverage to be quoted:

Coverage

Recommended Limits

Limits Requested

Pt 6: Medical Payments

$10,000

$

Pt 7: Collision Damage

$500 Deductible

$

Pt 9: Comprehensive

$500 Deductible

$

Pt 10: Substitute Transportation

$45/day-$1,350 maximum

$

Pt 11: Towing and Labor

$50 per disablement

$

Pt 12: Underinsured Motorist

$250,000/$500,000

$

   

Each company has its own enhanced coverage. We will offer the available coverage when a quote is supplied.

Please print and mail completed questionnaire to:

Eldredge & Lumpkin Insurance
697 Main St., Chatham, MA 02633

... or submit questionnaire by e-mail:


 
   

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