Insurance Coverage Quote Checklist


Below is a check list of policies or information you will need consider when collecting documents for our insurance agency’s review. Any or all of the documents below will be helpful in creating a comprehensive coverage program to protect your family’s assets.  Understand you might not have all of the policies or exposure listed below, but this is a comprehensive quote checklist of information so we can help you evaluate your coverage exposure vs. your insurance coverage.  If you think of any other risks to discuss during our review, please include the relevant documents. Coverage Check List

Personal Lines Insurance Information:

  • Personal Information for all Covered Individuals (Driver’s License, Date of Birth, Social Security Number)
  • List of Entities to Protect (Trust, Family Limited Partnerships, LLCs, & Corporations)
  • Homeowners Policies
    • Primary Home (House, Condo or Renter’s Policy)
    • Secondary Homes (Lake House, Ranch, & Hunting or Ski Lodge)
    • Investment /Rental Property & Vacant Land
    • Flood, Quake & Wind Policies
  • Workers Compensation Policy - Domestic & Ranch Hand Employee Exposures
  • Personal Property Floater- (Jewelry, Fine Arts, Firearms, Sporting Goods Equipment,  Antiques, Cameras, Video Equipment, Rugs, Wine Collections, Collectibles, Silverware, Sports Memorabilia, Musical Instruments, & Minerals)
  • Builder’s Risk Policy
  • Auto Policy (Vehicle Identification Number, Make & Model)
    • Antique Auto, & Collector Cars
  • Motorized Vehicles
    • Motorcycles, RV’s, Golf Carts, Scooters, ATV’s, Segway, & Ranch or Hunting Vehicles, Barbie Jeep
    • Boats, Yachts, & Personal Water Crafts (Year, Make, Model, Length, Value & Horsepower)
  • Kidnap and Ransom Policy
  • Aviation Policy (Commercially or Personally Owned)
  • Directors & Officers Policies (For-profit & Nonprofit)
  • Employee Dishonesty & Employment Practices Policies
  • Excess Liability- (Umbrella)
  • Farm & Ranch Policy (Energy, Hunting & Vacant Land Policies)

Commercial Insurance Policies:

  • Package Policy (Property, & General Liability)
  • Worker’s Compensations Policy or Occupational Accident Policies
  • Inland Marine Policies
  • International Policy
  • Commercial Auto Policy
  • Commercial Umbrella or Excess Policies
  • Executive Liability Policy ( D&O, EPLI, Fiduciary, Crime, K&R, Professional Liability Policy)
  • Pollution Policy
  • Group Excess Policy

Swingle, Collins & Associates specializes in commercial  & personal property and casualty insurance coverage in Dallas, Southlake, Highland Park, and Plano. The descriptions of coverage listed on this website are brief and subject to the provisions, limitations, and exclusions that can only be expressed in your policy and related endorsements. For additional information of how Swingle, Collins & Associates can assist in meeting your coverage needs for property and casualty insurance please contact your dedicated risk manager to discuss the benefits and services of personal homeowners insurance coverage.

The information contained on this page is provided for informational and educational purposes only. It contains general information on insurance issues and may not reflect the most current developments in insurance coverage and is unlikely to apply in all factual scenarios. The information does not include all the terms, coverage, exclusions, limitations or conditions that may be contained in the actual insurance contract language. The policies themselves must be read for those details. Sample policy forms will be made available upon reasonable request.