Personal Lines Intake Form Commercial Lines Intake Form Personal Lines Intake Form Step 1 of 21 4% Assigned AdvisorDolan JablonskiAndrew DanielsSteven BottLogan JasinskiHien LeWhat type of insurance can we quote for you?(Required) Auto Home Condo Umbrella Investment Property Motorcycle/Slingshot/ATV Golf Cart Boat RV Other What other type of insurance can we quote for you?(Required)New purchase or already own the condo/home? New Purchase Already Own How do you use the condo? Primary Residence Secondary Residence Rental Name First Last PhoneEmail Drivers LicenseDate of Birth MM slash DD slash YYYY SSNOccupationMarital Status Single Married Divorced Widowed Referred By Name First Last Current Address (No PO Boxes) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Address of Property Being Purchased Same as current address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Would you like to add a different mailing address? Yes No Mailing Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Year Home Was BuiltPurchase Date MM slash DD slash YYYY Sq FtBedrooms 1 2 3 4 5 # of stories 1 1.5 2 Bathrooms11.522.533.544.5Garage None 1 Car 2 Car 3 Car 4 Car Additional Structures Yes No Additional Structure DescriptionMore than 5 acres? Yes No Fireplace Yes No Swimming Pool Yes No Swimming Pool Enclosed/Fenced? Yes No Diving Board or Slide? Yes No Gated Community?(Required) Yes, Passkey Gate Entrance Yes, 24 Hour Manned Gate None Monitored Burglar/Fire Alarm? Yes No Solar Panels(Required) Yes No How Many Solar Panels? Add RemoveDog(s)?(Required) Yes No Dog Breeds Add RemoveIf mixed please indicate type of mix.Any bite history or security training?(Required) Yes No Are you aware of any previous settlement or sinkhole issues on the property?(Required) Yes No Have you had any home or renter's insurance claims in the past 5 years?(Required) Yes No Exterior MaterialBrick VeneerClapboardVinyl SidingStone VeneerStuccoRoof MaterialComposite ShinglesAsphalt ShinglesArchitectural ShinglesMetalTileYear Roof UpdatedYear Electrical UpdatedYear Plumbing Updated?Year HVAC UpdatedDwellingLoss of UseWind/Hail DeductibleAll Other Perils DeductibleOther StructuresPersonal PropertyLiability $100,000 $300,000 $500,000 Medical Payments $5,000 $10,000 Loan AmountClosing Date MM slash DD slash YYYY Scheduled Personal Property Artwork Collectibles Firearms Jewelry Technology Other Valuable Items List (Click the + to add additional items) Add RemovePlease list each item and include an appraised/estimated value. Only one item per row please.Home Notes Total Drivers in Home 1 2 3 4 5 Total Vehicles in Home 1 2 3 4 5 Liability Limits $50,000/$100,000/$50,000 $100,000/$300,000/$100,000 $250,000/$500,000/$250,000 $300,000 CSL $500,000 CSL UM/UIM $50,000/$100,000/$50,000 $100,000/$300,000/$100,000 $250,000/$500,000/$250,000 $300,000 CSL $500,000 CSL Comprehensive Deductible Decline Comp $100 $250 $500 $1,000 Collision Deductible Decline Collision $100 $250 $500 $1,000 Rental Reimbursement Yes No Rental Reimbursement $30/Day $50/Day PIP or Medical Decline Both PIP Medical PIP or Medical $2,500 $5,000 $10,000 Vehicle YearMakeModelVINBusiness Use Yes No Rideshare or Delivery? Yes No Driver #2Name(Required) First Last PhoneEmail Date of Birth(Required) MM slash DD slash YYYY Drivers LicenseOccupationRelationship to you(Required) Spouse Child Parent Other Vehicle #2Vehicle YearVehicle MakeVehicle ModelVINBusiness Use(Required) Yes No Rideshare or Delivery(Required) Yes No Rental Reimbursement Yes No Rental Reimbursement $30/Day $50/Day Comprehensive Deductible Decline Comp $100 $250 $500 $1,000 Collision Deductible Decline Collision $100 $250 $500 $1,000 Driver #3Name(Required) First Last PhoneEmail Date of Birth(Required) MM slash DD slash YYYY Drivers LicenseOccupationRelationship to you(Required) Spouse Child Parent Other Vehicle #3Vehicle YearVehicle MakeVehicle ModelVINBusiness Use(Required) Yes No Rideshare or Delivery(Required) Yes No Rental Reimbursement Yes No Rental Reimbursement $30/Day $50/Day Comprehensive Deductible Decline Comp $100 $250 $500 $1,000 Collision Deductible Decline Collision $100 $250 $500 $1,000 Driver #4Name(Required) First Last PhoneEmail Date of Birth(Required) MM slash DD slash YYYY Drivers LicenseOccupationRelationship to you(Required) Spouse Child Parent Other Vehicle #4Vehicle YearVehicle MakeVehicle ModelVINBusiness Use(Required) Yes No Rideshare or Delivery(Required) Yes No Rental Reimbursement Yes No Rental Reimbursement $30/Day $50/Day Comprehensive Deductible No Comp $100 $250 $500 $1,000 Collision Deductible No Collision $100 $250 $500 $1,000 Driver #5Name(Required) First Last PhoneEmail Date of Birth(Required) MM slash DD slash YYYY Drivers LicenseOccupationRelationship to you(Required) Spouse Child Parent Other Vehicle #5Vehicle YearVehicle MakeVehicle ModelVINBusiness Use(Required) Yes No Rideshare or Delivery(Required) Yes No Rental Reimbursement Yes No Rental Reimbursement $30/Day $50/Day Comprehensive Deductible No Comp $100 $250 $500 $1,000 Collison Deductible No Collision $100 $250 $500 $1,000 Investment PropertyAddress(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Property Status(Required) Currently Occupied with Tenants Listed For Sale - No Occupants Listed For Rent - No Occupants Undergoing Renovations - Vacant Motorcycle/Slingshot/ATVName of Primary Driver(Required) First Last Vehicle Type(Required) Motorcycle Slingshot ATV Is Vehicle Used for Racing?(Required) Yes No Current Motorcycle License(Required) Yes No Has Driver Completed Safety Course?(Required) Yes No Year(Required)Make(Required)Model(Required)VIN UmbrellaIn order to purchase an umbrella liability policy you must have auto liability limits of at least $250,000/$500,000/$250,000 and home/renters liability of at least $300,000.(Required) I understand that if the current liability limits on my auto and home/renters policies do not meet those minimums I will not be eligible to purchase an umbrella liability policy. How many homes do you own?(Required)This includes primary, secondary, vacation, rental and investment properties.How many home/renters claims have you made in the last 5 years?(Required)How many vehicles do you own?(Required)How many auto claims have you made in the last 5 years?(Required)Any drivers on your auto policy have an at-fault accident in the last 5 years?(Required) Yes No Do you own any of the following items?(Required) Boat/Yacht Motorcycle ATV Golf Cart Vacant Land Business Boat InformationWhere is boat stored?(Required) Primary Residence Marina - Slip Marina - Dry Stack Other Year(Required)Make(Required)Model(Required)Hull NumberMotor Type(Required) Inboard Outboard Top Speed (MPH)(Required)Boat Length(Required)Boat is used for racing?(Required) Yes No Do you own a boat trailer?(Required) Yes No Golf CartYearMakeModelPrimary Use Transportation Golfing Fuel Type Electric Gas Recreational VehicleRV Type 5th Wheel Motorcoach Other YearMakeModel Please upload current policy documents if you have them available.Max. file size: 98 MB.Consent(Required) The Oak Insurance Group may contact me via phone call, email and text message.I consent to The Oak Insurance Group's privacy policy.https://www.theoakinsurancegroup.com/privacy-policy-3/ Commercial Lines Intake Form "*" indicates required fields Business DetailsName of Person Completing Form* First Last Business Name:*Business Entity:*FEIN / Tax-ID Number:Phone Number:*Email:* Mailing Address:* Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Is Physical Address Same As Mailing Address?* Yes No Physical Address:* Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Website Address: Effective Date: MM slash DD slash YYYY Are You A Contractor?* Yes No Brief Description of Operations:Names and % of Ownership for all Officers:*Full NamePosition% of Ownership Add RemoveYear Business Started:Number of Employees:Estimated Annual Payroll:Estimated Annual Revenue:What type(s) of insurance are you looking for? BOP Commercial Auto General Liability Excess Liability Errors & Omissions Workers Comp Other Other Policy Type(s)Assigned AdvisorDolan JablonskiAndrew DanielsSteven BottLogan JasinskiHien LeAdditional Contractor DetailsContractors License #% of work Subcontracted out% of Residential Work% of Commercial Work% of Remodel/Install work% of New Construction Work% of Service/Maintenance WorkDo you perform Government/Municipality Work?YesNo
