Quote Insurance With The Archer Insurance Agency

Let's start here...Who might you be? *

Realtor® working to help a client
New, potential customer
Existing customer looking to do more with Archer

What type of Insurance do you need? *

Personal Insurance
Condo Master Insurance
Business Insurance
Commercial Property Insurance

If you need both, business insurance & personal insurance, please do them separately. Thank you!

Customer Name *

First

Last

Customer 2 Name

First

Last

Business Name *

Customer contact name *

Customer phone # *

Customer email address *

How did you hear about Archer Insurance? *

My Realtor®
My mortgage professional
My Market Center
Other...

Keller Williams®? *

Yes
No

Which Keller Williams® office? *

Realtor® name? *

Name of the person who referred you? *

We'd love to thank them!

Let us know where/how you heard of us! *

We'd love to know, and to say "Thanks!" if an individual.

What kind(s) of personal insurance can we quote for you? *

For MAX SAVINGS, Bundle home & auto!
Home: Homeowner's, Apartment, OR Condo Unit Owner's
Auto insurance
Other types of personal insurance

Great! Let's start with the home quote. Is this a purchase? OR, are we quoting to save money on an existing policy? *

Purchase
Quoting to save money

Customer 1 date of birth *

Customer 2 date of birth (if any)

You can leave this blank if only one customer

Is this a condo? *

Yes
No

Can you upload a copy of the association's bi-laws? *

Yes
No
Send link to do this later....

Condo association bi-laws UPLOAD: * Choose File No file chosen

The easiest way to quote this is to upload a copy of the existing insurance policy. Do you have a PDF copy handy? *

Yes
No
Send link to do this later....

While we can work without a copy, the process really is easier if you shoot us a copy.

Current HO Dec Page OR Policy UPLOAD: * Choose File No file chosen

Ok. No sweat. How many units/families? *

Easy stuff...Will the owner live in the property? OR all tenants? *

Yes, owner occupied
No. Owner won't live there.

Any initial period of building vacancy? *

No. It's occupied OR will be right after policy effective date.
Yes. Will be vacant for a bit.

Tell us how long you think it will be vacant for *

less than 1 month
1-3 months
3-6 months
6 months-1 year

Any work to be done on the property? *

Yes
No

Describe the work to be done. *

Tell us roughly what you'll do, approximate budget for the project, who's doing the work, etc...

What is the customer's current residential address? *

Address Line 1

City

State

Zip Code

Is the address to be insured the same? *

Yes
No

Since you indicated that this was a purchase, and already live there, can you explain this a bit? *

Sometimes this is due to someone buying a family home, buying a rent-to-own property, etc. It's not a problem. Just let us know how these two co-exist.

What is the address to be insured? *

Address Line 1

City

State

Zip Code

This is where you indicate the address of the property we'll insure.

Anticipated closing date? *

Feel free to type "I don't know" if a ways away...

Do you have any questions or concerns you want to share about homeowner's insurance? *

Yes. I do.
No. I'm good.

Whatcha got? We're happy to help! *

Just blurt out all that's on your mind. We'll sweep in and answer anything you throw at us.

Ok. Great. Let's do the auto real quick! You buying a new vehicle OR we quoting an auto you already own/trying to save money? *

Existing Auto Policy/ Save me money!
Purchasing Vehicle / From scratch...

Let's see what we can do! Can you upload a copy of the current auto policy? SO MUCH EASIER! *

Yes.
No
Send link to do this later....

Auto Policy/Declarations UPLOAD: * Choose File No file chosen

To be sure, how many drivers currently? *

Upload copy of Driver #1's license