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Annual Review

Advanced Insurance Solutions

Thank you for taking the time to complete your insurance review! Nothing is more important than ensuring your insurance protection remains current with your circumstances and needs.By completing this short checklist, you will provide an AIS advisor with the basic information needed to review your current coverages, and present you with your options and our recommendations for changes.

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Basic information
Review information
Auto review
Have you purchased or sold any vehicle(s) in the last 12 months?
Has the number of drivers in your household changed or do you anticipate a change to the number of drivers living in your home?
Has any vehicle usage changed over the last 12 months (e.g., miles driven to work, use of your vehicle for work, or possession of a company vehicle)?
Would you like to minimize potential out-of-pocket expenses related to your vehicle (e.g., increased claim deductible; reimbursement for any towing bill; or rental car reimbursement when in an accident)?
Home/tenant review
Have you remodeled or made any additions to your home in the past 12 months?
Have you finished, remodeled or begun storing valuable possessions in your basement?
Have you installed any additional protective devices like central station alarms or a sprinkler system?
Have you acquired or own any significant personal property (e.g., antiques, jewelry, art, musical instruments, watercraft, electronics, computers, etc.)?
Have you considered increasing your claim deductible to save money on your home/tenant policy?
Recreational Vehicle review
Do you own or plan to own any recreational vehicles?
I own a recreational vehicle
I sold a recreational vehicle
I plan to purchase a recreational vehicle
Additional information
Do you have any additional insurance concerns?
Do you own a business or handle the insurance for a business?
Are you interested in a life insurance review?
Are you interested in estate planning or a financial investments review?
Comments
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Advanced Insurance Solutions

Our location

546 West Chocolate Avenue
Hershey, Pennsylvania 17033
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717-533-0252
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