Basic Information and what's needed for accurate quotes

Cool River IS

Never forget, your insurance policy is an agreement between you and your insurance company. We do our best to underwrite your policy before we send you a quote, but we'll need to review and verify the specifics before we can issue your policy, so follow up calls are mandatory. During our initial underwriting process we run applicable reports, such as your DMV and Property History Reports. We do not share your information with anyone outside of our organization, other than what is required from the actual insurance companies we quote your insurance with.

We're a personalized service, so you will only be contacted by one of my representatives.

When you're ready, give us a call.

Home Insurance / Hazard / Fire / Condo

Home Insurance / Hazard Insurance / Fire Insurance / Condo Insurance

Information we need to quote:

Primary Insured: Name, Birthday, Phone, and Email

Property Address:

Property Usage: Primary Residence, Second Home, Investment. (If second home or investment, please include primary address)

New Purchase or Existing Residence: (If new purchase, please include current address and estimated closing date)

If it's an investment property please let us know if you're using a property management company

Indicate if you will use the property for any short term rental activities, such as Airbnb.

Indicate if the title to the property is under an LLC or other business entity

Every insurance company has different underwriting guidelines, so it's in your best interests to make sure we have accurate information. In order to give you the most accurate quote will run the property history report with the applicable insurance companies.

When you're ready, give us a call.

Auto Insurance

Information we need to quote:

Primary Insured: Name, Phone, Email, and Home Address

All Drivers: Names, Birthdays, Driver License Numbers, Age Licensed, Relationship(s) to Primary Insured

Vehicle(s): Year, Make, and Model (VIN Numbers if you have them), Garaging addresses if different than primary address, primary use of vehicles (pleasure, commute, business)

Current Insurance Coverage: limits and deductibles, name of current insurance company and expiration date of policy.

If any vehicles are used for door dash or uber type services, please indicate the vehicles.

If any vehicles are titled under an LLC or Business entity please indicate.

Every insurance company has different underwriting guidelines, so we need to make sure your insurance fits the right company. In order to give you the most accurate quote, we will run your DMV and Vehicle reports with the respective insurance companies.

When you're ready, give us a call.

Business Insurance

"Business Insurance" is an extremely broad term, so please let us know what type of business you have and we'll get you the coverage you need.

Information we need to quote:

Primary Information: Business Name, address, phone, email, and website (if applicable).

Primary Contact: Your name, birthday, phone, and email (if different)

Business Information: Legal entity type, year started, loss history, gross sales

Current Insurance: Name and expiration date of your most recent insurance (if applicable)

We'll also need your TAX ID Number, gross sales, number of employees, and gross salaries.

As I mentioned, our Product Offering is very Broad: General Liability, Business Owners Policies, Home Based Businesses, Small Businesses, Professional Liability / Errors and Omissions, Insurance for the "Trades/Artisan Contractors", Excess/Umbrellas, Workers Comp, Business / Commercial Auto, Trucking, Builders Risk, Land Leased to Others, Vacant Land, Lessors Risk, Community Associations, Property Managers, Houses of Worship, and the list goes on.

When you're ready, give us a call.

Life Insurance

This is one of my passions, because "Protecting our Loved Ones from the unforeseen is vital."

Life insurance is one of the most important financial instruments every parent should have and each policy should be tailored to your specifics needs. Some policies last for fixed periods of time, some will continue past the age of 100, and some will provide cash accumulation with extra benefits.

Which one is right for your family? You're one conversation away from finding out.

When you're ready, give me a call.

Protect Your Assets

Cool River Insurance Solutions

About Cool River IS

Insurance Solutions

Basic Information and what's needed for accurate quotes

Contact Us

Cool River IS

Cool River IS - Mailing Address

cool river is

Cool River IS

Subscribe

Protect Your Assets

Cool River Insurance Solutions

About Cool River IS

Insurance Solutions

Basic Information and what's needed for accurate quotes

Contact Us

Cool River IS

Cool River IS - Mailing Address

cool river is

Cool River IS

Subscribe

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