New Purchase with CFP | Joes Ins Sales

Move Forward Homeowners Insurance

New Purchase with Cal Fair Plan

Thank you for choosing to do business with Joe’s Insurance Sales, a member of Steele Insurance Agency. We need the information below to bind your new insurance policy. Once completed simply scroll to the bottom and hit submit. Reach out with any questions... Joe 760-800-8200.

How you want your policy titled, legal name of owner(s), trust or LLC

Primary Policy Holder First Name (Required)

Primary Policy Holder Middle Initial

Primary Policy Holder Last Name (Required)

Primary Policy Holder DOB (Required)

Marital status (Required)

Secondary Policy Holder First Name

Secondary Policy Holder Middle Initial

Secondary Policy Holder Last Name

Secondary Policy Holder DOB

Policy Address (Required)

Mailing Address (If different than policy address)

Current (Billing) Address (Required)

Phone Number (Required)

Email Address (Required)

What date do you want your policy to take effect? Close of escrow date (Required)

Who were you referred by? (Required)

Lenders Name

Lenders Email Address

The California Fair Plan requires a 16% down payment to get the policy started, then we can either bill you or your mortgage for the balance. California Fair Plan charges 3% for credit card and no fees if you use your checking account routing and account number. The Difference in Conditions Policy can be paid direct or through the lender.

How would you like to leave your deposit for the Cal Fair Plan? (Required)

What deductible would you like for your California Fair Plan? (Required)

What deductible would you like for your DIC Policy? (Required)

I will need you to text 760-800-8200 or email joe@joesellsins.com five photos of your new home. One from each side of the building and a close up of the address. Thank you!