01 / PLANNING NOTE
Location and topic
Have the ZIP code, state, and the insurance subject ready. For property or vehicles, the exact location may be needed during follow-up.
02 / PLANNING NOTE
General circumstances
Explain what you want to protect and how it is used. Include current coverage questions and desired timing, without sending confidential records.
03 / PLANNING NOTE
Questions to compare
Write down limits, deductibles, exclusions, timing, and provider questions. If more than one policy is involved, identify them separately.
04 / PLANNING NOTE
Privacy and confirmation
Do not put identification numbers, medical records, bank details, passwords, or private employee information in the website form. Ask how additional documents should be handled. Request confirmation of licensing, role, and availability.