PL Coverage Checklist

Client Name(Required)

First Last

Client Email(Required)

Agent Email(Required)

Policy Effective Date(Required)

Carrier(Required)

Policy #(Required)

Policy Type(Required)

Recommended Limits 100/300/100 (or higher)(Required)

Matching Uninsured Motorist Limits(Required)

Medical Payments(Required)

Rental Car Reimbursement(Required)

Emergency Roadside(Required)

Other Auto Coverage

Replace “N/A” if applicable

Valuables(Required)

Jewelry, Artwork, Collectibles, Guns, Etc.

Water Backup and Sump Discharge/Overflow(Required)

Service Line Coverage(Required)

Underground Utilities

Equipment Breakdown Coverage(Required)

Personal Injury(Required)

Other Home Coverage

Replace “N/A” if applicable

Personal Liability Umbrella(Required)

Flood(Required)

Earthquake(Required)

Recreational Vehicles(Required)

Trailers, Boats, Motorcycles, Golf Carts, ATV, Etc.

Life Insurance(Required)