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Paul Berrios

Regional SVP, Insurance Sales Producer

Discover the range of services we offer.

Please take a moment to complete the form
for a personalized insurance quote

First Name *

Last Name *

New Property *

Address Line 2

City *

State *

Zip *

Phone Number *

Email Address *

Occupation *

Date of Birth *

Interested in auto insurance? *

20% Complete

Automobile Insurance

Current Insurance *

AAA Member? *

AARP Member? *

Driver Information

Driver 1

Name *

Birthday *

Occupation *

Driver's License # *

Driver 2

Name

Birthday

Occupation

Driver's License #

Driver 3

Name

Birthday

Occupation

Driver's License #

Vehicle Information

Vehicle 1

Year *

Make *

Model *

VIN # *

Vehicle 1 Use *
Commute
Pleasure

Vehicle 2

Year

Make

Model

VIN #

Vehicle 2 Use
Commute
Pleasure

Vehicle 3

Year

Make

Model

VIN #

Vehicle 3 Use
Commute
Pleasure

Tickets/Accidents/Claims *

Please list date, incident, payout amount

Coverage Selection

Bodily Injury / Property Damage Coverage *

Uninsured Motorist Coverage *

Comprehensive Deductible *

Collision Deductible *

Other Coverages *
Medical Payment
Rental Coverage
Tow Coverage

Interested in life insurance? *

60% Complete

Life Insurance

Height & weight (inches & lbs) *

Please list date, incident, payout amount

Gender *
Female
Male

Do you use Tobacco in any form? *
Yes
No

If yes, what types? *
Cigarette
Cigar
Pipe
Smokeless

If no, how long since you last used? *
Never
Other

Are you currently using any type of nicotine? *
None
Gum
Patch
Electronic Cigarette

Would you like to calculate your life insurance needs? *
Yes
No

How much life insurance should you have?

D.I.M.E.

D - Debt (College Loans, credit cards, etc.)

I - Income (Current income x Years of Protection)

M - Mortgage (your new mortgage amount)

E - Education (money to set aside for children's college)

Total amount needed: (add up above):

Life quote info

Amount of coverage needed *

Start with your new mortgage amount, or completed D.I.M.E. amount

Length of policy needed (# of years) *

Type of Policy Needed (Term or Permanent): *
Term
GUL
Whole Life
Final Expense

Please List any medical conditions

Would you be interested in home insurance? *

80% Complete

Home information

Referred by

Closing Date *

Prior Property Address *

Prior City, State & Zip *

Second Insured

Second Insured Date of Birth

Second Insured Occupation

Year Built *

Square Footage *

Single Family Home/Number of Units *
Single Family Home
Other

Will there be any renovations done to the home after closing? *
Yes
No

Please Explain *

Foundation *
Basement
Crawlspace
Slab

Garage *
Yes
No

Heat *
Oil
Gas
Electric
Other

Alarm *
Yes
No

Generator *
Yes
No

Roof Age *

Furnace Age *

Electrical *
60
100
200

Circuit Breakers or Fuses *
Circuit Breakers
Fuses

Pets (dogs) *
Yes
No

Breeds

Pool *
Yes
No

If Yes to Pool, is it Fenced in?
Yes
No

Trampoline *
Yes
No

Home Business *
Yes
No

Type of Home *
Primary
Secondary
Investment

Scheduled Items? *

Jewelry, Fine Art, Silverware, Collectibles, Camera Equipment, or Sports Equipment

Yes
No

If Yes, Value of items

Any Additional information? *