ARCHER INTAKE FORM – ARCHER INSURANCE

Let's get your quotes rolling!

Now that the file is set up, we'll dial in on the details so we can get you the best quotes possible.

Archer Team Member Name*

Confirm Client Name*

Last, First

TYPES OF INSURANCE

In this section, you'll quickly identify the type(s) of insurance you need quotes for.

AUTO INSURANCE SECTION

Declarations Page OR Other Carrier Quote Upload

Max. file size: 64 MB.

Briefly explain what differs from the document you uploaded.*

Include VIN #'s, driver name(s), or anything else you'd like to notate.

VIN #'s (Vehicle Identification Numbers)*

Type the VIN #'s in this box (separate by comma,OR a new line). If you do not have the VIN#'s, just type "I'll send them later." This will allow you to complete the form, though we'll need them in order to quote.

Please tell us the dates first licensed for your drivers

Drivers License Upload*

You can upload them individually. BUT, IT IS EASIEST TO SNAP A PICTURE OF THEM ALL TOGETHER AND UPLOAD ONE IMAGE!

Drop files here or

Max. file size: 64 MB.

Driver 1 Driver's License # & D.O.B.*

Driver 2 Driver's License # & D.O.B.*

Driver 3 Driver's License # & D.O.B.*

Driver 4 Driver's License # & D.O.B.*

Driver 5 Driver's License # & D.O.B.*

Driver 6 Driver's License # & D.O.B.*

Driver 7 Driver's License # & D.O.B.*

Great! We'll shop for the coverage you need for this!

Explain this usage briefly including which vehicles and drivers are involved. Thanks!

Briefly explain the current gap in auto insurance.

Upload your AAA card

Max. file size: 64 MB.

Type in the AAA Member Number

Upload your transcripts here

You can do multiple sets of transcripts here if needed.

Max. file size: 64 MB.

PROPERTY INSURANCE SECTION

HOME INSURANCE SECTION

If you would, please briefly explain "other."*

We want to make sure we get this right for you!

Closing Date? MM/DD

If you don't know the date for sure, just give us an approximate date, and type "approx" next to it.

Since this is a secondary home, how often is the insured at the home?

Who looks after the home when you're not there?

Approximate # of short term rental weeks/year?

Please list the names of the Grantor & Beneficiaries

List the names of the LLC Members

Explain your special circumstances to us.*

Don't worry. The more info the better, and we can help in ANY situation!

Declarations / Policy Upload

Max. file size: 64 MB.

CONDO (Unit Owners) SECTION

Condo Master Policy Deductible Amount?*

Condo Bi-Laws and/or master insurance certificate upload*

Drop files here or

Max. file size: 64 MB, Max. files: 10.

Renters / Apartment Insurance Section

Personal Property Limit

You can change this later, but to get a quote, imagine you tipped the unit upside down and all your belongings fell out. How much would it cost to replace them all? Minimum starts at $20,000.

BOAT INSURANCE SECTION

********** Boat Year?

Separate multiple boats by commas...

Boat Manufacturer & Model?

Boat Length?

Horse Power?

Top Speed?

Waters Navigated?

Explain the nature and source of these requirements.*

Include any legal wording, addresses, Marina/Yard names, they'e shared.

PERSONAL UMBRELLA SECTION

You can just list them out. We'll collect more information, as needed, once we get this need into focus for you.

********** Thank you for your interest in a personal umbrella. Share any properties, vehicles, toys, or individuals, you want included in the umbrella, for which you did not request quotes for here.

LANDLORD & INVESTMENT PROPERTY SECTION

********** List the property address(es), & # of units in each.*

Let us know if your investment property(s) are owned in your name OR if they are in LLC's.

If in LLC's, please line up the LLC name with the address.

Landlord/Investment Property Policy Upload*

Drop files here or

Max. file size: 64 MB, Max. files: 30.

Commercial Insurance Section

Insured Name?*

Name of the business, DBA, Legal Entity Name, LLC Name, etc... (We can tweak this later...)

********** Type out your property address(es) and give brief descriptions of property type(s).*

Explain your business briefly and tell us what you need.*

Commercial Policy Upload*

Drop files here or

Max. file size: 64 MB, Max. files: 30.

MORTGAGE PROTECTION INSURANCE & LIFE INSURANCE SECTION

If you would, please explain "Other."*

Approximate balance on the mortgage?*

This question is prompted by your indication that protecting the balance of the mortgage was a goal. in exploring this coverage.

FLOOD INSURANCE SECTION

OTHER TYPES OF INSURANCE SECTION

Since you indicated that you needed help with a type of insurance not otherwise built out in this form, just use this space to explain what you need. Our areas of expertise are vast, and there is little we cannot handle. We'll use your inquiry here to set up a time to connect.

********** Thank you for your interest in our office servicing your unique insurance needs. Briefly describe what type of insurance you need help with.*

Tell us what you're thinking here...

WRAPING UP

********** Let's Talk Timeline - Help us prioritize the speed in which you need your quotes back.*

Our office handles a high volume of quotes each week both for new clients, and in helping existing clients to manage their costs annually. We try to find the balance in our pace. Since we shop with so many carriers for your, your quotes will 3-5 hours of physical work. The following question will help us slot you in. What best describes your timeline needs?

No Sweat! We got you.

Give us a brief explanation of what is driving your timeline and we'll see what we can do.

ARC - Explain what docs might be/not be coming and why

Let the PREP & QUOTe teams know what they have to work with, and what to expect.

ARC- Final Intake Notes

Comments

This field is for validation purposes and should be left unchanged.

Archer New Business Intake Form* (DNA)

Let's get your quotes rolling!

TYPES OF INSURANCE

AUTO INSURANCE SECTION

PROPERTY INSURANCE SECTION

HOME INSURANCE SECTION

CONDO (Unit Owners) SECTION

Renters / Apartment Insurance Section

BOAT INSURANCE SECTION

PERSONAL UMBRELLA SECTION

LANDLORD & INVESTMENT PROPERTY SECTION

Commercial Insurance Section

MORTGAGE PROTECTION INSURANCE & LIFE INSURANCE SECTION

FLOOD INSURANCE SECTION

OTHER TYPES OF INSURANCE SECTION

WRAPING UP