Home » Service Center » Policy Review

Make sure your insurance fits your needs with a policy review.

Get Started

Get in Touch

Policy Review - Insurance Agent and Family Discussing Insurance Needs During a Meeting

Home » Service Center » Policy Review

Things change over time, and your insurance should reflect that. Compare your coverage with a policy review.

Review Your Policy With Frederick Agency Inc.

Want a policy review to go over your insurance needs? Fill out the form below and we’ll be in touch.

"*" indicates required fields

Step 1 of 9

11%

Client Information

Name*

First Name* Last Name*

Email*

Phone Number

What insurance do you currently have with us?*

Personal Insurance

Business Insurance

Home Address*

Street Address* Address Line 2 City* State* ZIP Code*

Company Name*

Company Address*

Street Address* Address Line 2 City* State* ZIP Code*

Total Annual Sales*

Total Number of Employees*

Your Home(s)

Please think back over the last year when answering these questions.

Have you remodeled or made any major updates to an existing home(s)?*

Yes

(New roof, furnace, or electrical system)

If you have remodeled or made any major updates, list them here:*

Have you added a home protection systems?*

Yes

(Auto water shutoff, generator, or home security system)

If you have added a home protection system, please provide additional details here:*

Have you started a home-based business?*

Yes

If you have started a home-based business, please detail here:*

Have you started participating as a service provider in the home sharing economy?*

Yes

(Airbnb, VRBO)

If yes, please provide details here:*

Are you interested in exploring any optional coverage for your current homeowners policy?*

Yes

(Place seepage and leakage, equipment breakdown, water backup, etc.)

If you are interested in any optional coverage, please include here:*

Please explain any changes to your home.

Please do not include sensitive, private information in this area.

Your Automobiles and other "Vehicles"

Please think back over the last year when answering these questions.

Have you bought or sold an automobile, watercraft, or recreational vehicle?*

Yes

(Golf cart, ATV, jet ski, snow mobile, etc.)

Do you have anyone living in the household with a valid drivers license not currently listed on the policy?*

Yes

(Child, roommate, significant other, etc.)

Do you regularly drive any vehicle that is not owned by you?*

Yes

Are you interested in exploring any optional coverage for your current automobile policy?*

Yes

(Rental car, roadside assistance, new vehicle replacement, loan gap, etc.)

Have you started participating as a service provider in the ridesharing economy?*

Yes

(Uber, Lyft, Sidecar)

Please explain any changes to your automobiles and "other" vehicles.

Please do not include sensitive, private information in this area.

Your Other Life Events

Please think back over the last year when answering these questions.

Have you added or changed ownership of any assets including titles, trusts or LLCs?*

Yes

Have you hired domestic help, nanny or housekeeper, either full or part-time?*

Yes

Have you purchased jewelry, art or other valuables that need to be added? Are there items that need to be changed or deleted?*

Yes

(Guns, electronics, collectibles, etc.)

Have you gotten married or welcomed the birth of a child?*

Yes

Have you accepted a position on a board(s) of a profit or nonprofit organization(s)?*

Yes

Please explain any changes.

Please do not include sensitive, private information in this area.

Your Business Structure

Please think back over the last year when answering these questions.

Have you changed the ownership structure of your business?*

Yes

Have you added new or changed your existing operations and/or products?*

Yes

Have you begun to buy supplies or sell your products overseas?*

Yes

Are you operating out of any new locations or have you closed locations?*

Yes

Please explain any changes to your business structure.

Please do not include sensitive, private information in this area.

Your Personal Liability

Please think back over the last year when answering these questions.

Have you acquired, leased or sold a building, business property and/or equipment?*

Yes

Have there been any improvements and/or significant alterations to your building?*

Yes

Has your inventory level changed significantly?*

Yes

Have you purchased, leased or sold any Vehicles?*

Yes

Please explain any changes to your personal liability.

Please do not include sensitive, private information in this area.

Your Income Protection

Please think back over the last year when answering these questions.

Have your Businesses revenues changed by more than 10% since last year?*

Yes

Do you rely on a single supplier for more than 50% of your materials?*

Yes

Do you rely on a single buyer for more than 50% of your sales?*

Yes

Please explain any changes to your income protection.

Please do not include sensitive, private information in this area.

Your Employees & Professional Liability Exposure

Please think back over the last year when answering these questions.

Do you have employees that regularly travel out of state or overseas for business?*

Yes

Do any employees use their own personal cars for business purposes?*

Yes

Do any Employees work outside your home state or work from their home regularly?*

Yes

Do you obtain Certificate of Insurance from all subcontractors, vendors and 1099 workers?*

Yes

Are any of the owners a member of any board of directors whether for profit or not?*

Yes

Please explain any changes to your employees and personal liability exposure.

Please do not include sensitive, private information in this area.

Additional Protection

Need additional insurance? Just let us know how we can help.

Are you interested in umbrella insurance?*

Yes

Are you interested in life insurance?*

Yes

Are you interested in flood insurance?*

Yes

Would you like to discuss any additional insurance protection with our firm?*

Yes

Confirmation

Your initials*

This field is for validation purposes and should be left unchanged.

Meet the Team

The people behind Frederick Agency Inc.

Get to Know Us

Contact Frederick Agency Inc.

Our Port Clinton, OH Office

120 W. Second Street
Port Clinton, OH 43452

419-732-3171 local
866-882-8946 toll-free
Email Us
419-734-3838 fax

Prefer to speak with someone from Frederick Agency Inc.?
Contact us directly.

Insurance Solutions

Personal Insurance
Business Insurance
Insurance by Industry
Explore Interactive Graphics
Request Quote
Contact

About Frederick Agency Inc.

About Our Agency
Meet Our Team
Join Our Team
Read Our Reviews
Insurance Companies
We Are Independent
Blog

Get Help

Report a Claim
Pay Bill
Request Auto ID Card
Request a Certificate
Service Center
Web Accessibility

120 W. Second Street
Port Clinton, OH 43452

Email Us
419-732-3171 local
866-882-8946 toll-free
419-734-3838 fax

Visit Our Port Clinton, OH Office

Experience the Value of an Independent Agency

At Frederick Agency Inc., our mission is clear and simple: to provide you with top-tier service. But we are more than that. When you choose our company for your insurance needs, you are getting more than an agent, you are getting a promise.

We are licensed in Ohio, Florida, and Michigan.