Worksheet

Home Insurance Quote Prep Worksheet

Use this worksheet to prepare property details before comparing quotes. It is a planning aid and not a quote form.

Worksheet inputs

  • Property address and occupancy.
  • Year built, roof age, and major updates.
  • Current limits, deductibles, and settlement basis.
  • Endorsements tied to the risk being compared.

Before you compare quotes

StepWhy
Write the exact limitSmall wording changes can affect quote comparison.
Mark deductible typeFlat and percentage deductibles are easy to confuse.
Ask what is excludedFlood, earthquake, vacancy, and business use need review.
Save the sourceReceipts, permits, and photos support underwriting answers.