Policy Review – Castle Lake Insurance

Review Your Policy With Castle Lake Insurance

Want to reassess your coverage? Complete the form below and our team will reach out to guide you through your personalized policy review.

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Step 1 of 2: Client Information

First Name*

Last Name*

Email*

Phone Number*

What insurance do you currently have with us?

Personal Insurance

Business Insurance

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Your Home(s)

Please think back over the past year.

Have you remodeled or made major updates (e.g., new roof, furnace, electrical)?

Yes

No

Have you added a home security system?

Yes

No

Have you started a home-based business?

Yes

No

Have you purchased a secondary residence, condo, or timeshare?

Yes

No

Are you participating in home sharing (Airbnb, VRBO, etc.)?

Yes

No

Explain any changes to your home:

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Your Automobiles & Other Vehicles

Please think back over the past year.

Have you added an automobile, RV, boat, or watercraft?

Yes

No

Have you added any new drivers?

Yes

No

Do you now use an employer-provided vehicle?

Yes

No

Has a child left home for college or become financially independent?

Yes

No

Are you participating in ride-sharing services (Uber, Lyft, etc.)?

Yes

No

Explain any changes to vehicles or drivers:

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Your Other Life Events

Please think back over the past year.

Have you added/changed ownership of titles, trusts, or LLCs?

Yes

No

Have you hired domestic help (nanny, housekeeper, etc.)?

Yes

No

Have you purchased or disposed of valuables (jewelry, art, collectibles)?

Yes

No

Has your net worth changed significantly?

Yes

No

Have you joined a board (for-profit or nonprofit)?

Yes

No

Explain any personal or financial changes:

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Additional Protection

Would you like to discuss additional insurance coverage with our team?

Yes

No

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Confirmation

Your Initials*

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Make Sure Your Insurance Still Fits Your Life

Review Your Policy With Castle Lake Insurance

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