<<Agncy_Name>>
<<Agncy_Address>>
<<Agncy_City>>, <<Agncy_State>>  <<Agncy_Zip>>
 
Phone: <<Agncy_Phone>>  |  Fax: <<Agncy_Fax>> 

<<Today>>

<<Cli_First:PC>> <<Cli_Last:PC>>
<<Cli_Address:PC>>
<<Cli_City:PC>>, <<Cli_State:UC>> <<Cli_Zip>>

Dear <<Cli_FirstNames:PC>>,
 
Driver Info:  Need for all drivers:
Name:
DOB: 
Driver’s License #: 
Do you currently have auto insurance?
If so, with who?
Occupation:  
Education: 
Current address:
How long have you lived there:
Previous address if you have lived at your current address less than 3 years:

Vehicle Info - Need this information for all vehicles:
Year: 
Make: 
Model:
VIN #:
How many miles to work 1 way?
What are the limits of liability on your current policy?  If no current policy, do you know what limits you are looking for?  (If you have no idea, I can put together quote with my recommendations, or if you are looking for cheapest option, let me know). 

Options:     

State minimum (Wisconsin): $25,000 per person/$50,000 per accident/$25,000 property damage
	$50,000/$100,000/$50,000
	$100,000/$300,000/$100,000
	250,000/$500,000/$250,000
	Med Pay options – Rejected, $1,000; $5,000; $10,000; $25,000
	Uninsured motorists: 
		$25,000 per person/$50,000 per accident
		$50,000/$100,000
		$100,000/$300,000
		$250,000/$500,000
		$500,000/$500,000
	Underinsured motorists: 
		Rejected
		$50,000/$100,000
		$100,000/$300,000
		$250,000/$500,000
		$500,000/$500,000

Do you want full coverage?  If so, what comprehensive and collision deductibles?  (i.e. $100; $250; $500; $1,000):

Do you have a loan or lease?  If so, name of bank:
Do you currently have Gap insurance?
Do you have or are you interested in towing coverage?
Do you have or are you interested in rental car reimbursement coverage?
Does any vehicle have safety features such as back-up camera, forward crash avoidance, lane departure or blind spot monitoring? 
Do you want full coverage?  If so, what comprehensive and collision deductibles?  (i.e. $100; $250; $500; $1,000):
Do you have a loan or lease?  If so, name of bank:
Do you currently have Gap insurance?
Do you have or are you interested in towing coverage?
Do you have or are you interested in rental car reimbursement coverage?
Does any vehicle have safety features such as back-up camera, forward crash avoidance, lane departure or blind spot monitoring? 

Sincerely,

<<User Name>>
<<User_Email>>