BUNDLE QUOTE CHECKLIST
What to have ready for a bundle insurance quote.
Bring these details to a coverage review with Trenton Lewis, a licensed Utah agent at Advance Insurance in Orem. Share only documents you are authorized to provide, and redact sensitive information first. A checklist is not a quote and does not bind coverage.
- Declarations pages for each policy you want reviewed (redact sensitive information first)
- Renewal dates and any escrow or lender requirements
- Coverage details you do not want to lose if policies are compared together
- Auto details: vehicles, overnight address, drivers, use, mileage, limits, and deductibles
- Home or renters details: the property or rental address, belongings, and any known coverage questions
- Current premiums so the review can compare the total picture, not only one policy
This list is a starting point for a conversation. Required information can vary by coverage, lender, or insurer. Nothing here binds, changes, or cancels insurance.
Get my personalized quote · Call Trenton’s direct line (801) 229-8559
Licensed Utah agent · License #1114275 · Advance Insurance, 248 S State St, Orem · Verify license
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Licensed Utah agent · License #1114275 · Advance Insurance, 248 S State St, Orem · Verify license