Sub Docs

Section A

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

Primary Policy Holder Name

Primary Policy Holder DOB

Marital Status

Secondary Policy Holder Name

Secondary Policy Holder DOB

Policy Address

Current Address

Phone Number

Email Address

Name of your Lender

Email of your Lender

Who were you referred by

If you will not have a mortgage, skip to section C.

Section B - New Purchase

If you are getting a loan on the property you will be paying through escrow. If one of your policies are a California Fair Plan then you will need to leave a down payment of 16% to get the policy going then we can bill the mortgage for the balance. We can bill the Difference in Conditions Policy directly to the mortgage without a down payment.

How would you like to leave your deposit for the California Fair Plan?

If one of your policies are a California Fair Plan then 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.

Section C - Owned Home (Not New Purchase)

Most carriers charge 3% for credit card and no fees if you use your checking account routing and account number. How would you like to pay?

What deductible would you like for your New Homeowners Insurance Policy?

Would you like to pay in full, semi-annual or quarterly?

What date do you want your policy to take affect?

"Protect What Matters Most" – Secure Your Future Today!

Joe Guidi
Member of Steele Insurance Agency

Sub Docs

Section A

Section B - New Purchase

Section C - Owned Home (Not New Purchase)

"Protect What Matters Most" – Secure Your Future Today!

Joe Guidi Member of Steele Insurance Agency

Sub Docs

Section A

Section B - New Purchase

Section C - Owned Home (Not New Purchase)

Joe Guidi
Member of Steele Insurance Agency