SmartFlows — Client Service Portal

Current Job Position

Best contact for servicing:*

MeSpouse/PartnerBoth of Us

Communication Preference:*

Text & Email (I'm not good with checking email)Email Only (I check my junk/spam folder)Never Contact Me (I understand I will not receive critical policy information)

Has there been any change in employment?*

MeMy SpouseBoth Me and My SpouseNo Change

Do you have an Auto Policy with our Agency?*

YesNo

Do you have a Home policy with our Agency?*

YesNo

Do you own any Recreational Vehicles not covered on your current policy(ies)? (Check All That Apply)*

Do you own any Rental Properties?*

YesNo

Have you had a notable change in NetWorth?*

Yes, I have had a notable change in NetWorth.No, I have NOT had a notable change in NetWorth.

If someone were to sue you for any reason (add up all assets, home, savings, retirement accounts, future income) what range do you think they would try to sue you for?*

Have you added or changed ownership of any assets including vehicle titles, Trusts or LLC's?*

Yes, there has been some changes of asset ownershipNo, there has not been any change of asset ownership

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

Yes, I have accepted a position on a board of a profit or non-profit organization(s)No, I do NOT hold a position on any board(s) of a profit or non-profit organization.

Have you started a home-based business or work from home for your employer?*

Yes, I have a home based business or work from homeNo, I do not work from home or have a home based business

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

Yes, I have hired domestic help, nanny or housekeeperNo, I do not have any domestic help

Life Insurance is an important part of your financial plan. Do you have a Life Insurance policy?*

Yes, I would like to review my life insuranceYes, but I do not need to review it at this time.No, I do not have life insurance, lets talkNo, I am not interested

Have you made any other major purchases this past year that are not addressed above?*

YesNo

General Update Additional Details

Supporting Documents File Uploader:

Click to upload or drag and drop

PDF, images, Word, Excel (max 10MB)

Upload any document(s) that we need for your requested change(s). Such as the paid receipt for a home update like a roof, alarm certificate, good student discount, appraisal for Jewelry or collectibles etc.

Personal Protection Review