CoverToday Insurance Agency · covertoday.com/quote-preparation-checklist · (310) 299-5555 · CA Lic. #0K77310

Check what you have ready or are ready to discuss. “Unknown,” “not available” and “ask the agent” are valid answers. Not every item applies to every policy or insurer.

Checks stay on this page only; they are not saved or sent.

Auto

A short first conversation

• When you want coverage to start and how you use the vehicle: commuting, personal trips, delivery or rideshare.
• Vehicle year, make and model; estimated annual mileage and who will drive.
• Coverage questions, current limits and deductibles if known, and any loan or lease requirements.

Later, if requested by the agent

• Current declarations page, if available; ask which details the agent needs.
• Vehicle and driver information requested for your quote. Share identifying details only through the secure route agreed with the agent.

Explore this coverage →

Home & renters

A short first conversation

• Whether you own or rent, the type of home, and when you need coverage.
• General property facts you know: approximate size, age, use and recent updates.
• Questions about belongings, rebuilding, liability, deductibles and any lender or landlord requirements.

Later, if requested by the agent

• Existing declarations, renewal or nonrenewal notice, if available.
• Property details or a belongings inventory if requested. Ask before sending photos or documents.

Explore this coverage →

Business

A short first conversation

• What the business does, where it operates and the date coverage is needed.
• Approximate revenue, employees/payroll and work performed by subcontractors, where relevant.
• Questions about property, liability, workers’ compensation and insurance terms in customer contracts.

Later, if requested by the agent

• Current declarations and relevant insurance requirements in contracts, if available.
• Claims history or insurer loss-run reports if requested. Ask what period and format are needed.

Explore this coverage →

Trucking

A short first conversation

• DOT/MC status if applicable, operating states, travel radius and the kind of work performed.
• Cargo carried, number and type of vehicles, and planned start date.
• Current coverage, requested limits and insurance requirements from customers or contracts.

Later, if requested by the agent

• Vehicle and driver schedules in the format the agent requests, using the agreed secure route.
• Current declarations and loss runs if applicable. If the business is new or records are unavailable, say so.

Explore this coverage →

Ready to talk it through?

Call (310) 299-5555 or use our existing quote-request page. Your checklist selections are not transferred there.