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Home Insurance Review

This confidential intake is reviewed directly by Joe Lyman at Wheeler & Taylor.

Please take a few minutes to share details about your home, property, and current coverage. This allows for a tailored review of your insurance program and helps identify any gaps in protection, while also looking for opportunities to improve value and long-term savings.

Let’s Get to Know You

Phone Type *
Is there a secondary insured? *

Physical Address

Please provide the physical address of the property. This helps us accurately determine your coverage and rating.

Is your physical address the same as your mailing address? *

Mailing Address

Used for all policy documents and correspondence if different from your physical address.

Do you currently have insurance for this property? *

Your Current Homeowner's Insurance Coverage

Tell us about your current homeowner's insurance so we can identify opportunities for better coverage or savings.

Is The Current Policy Cancelled/Pending Cancelled
Non-Renewal/Pending Non-Renewal?

Property Status

Please tell us whether this request is for a property you are purchasing or one you already own so we can better tailor your coverage options.

Which best describes this property? *

Closing Details

Please provide your closing details so we can ensure your coverage is properly aligned with your purchase timeline and effective date.

Any Dwelling Renovations After Closing?

Bank/Mortgage Company Information

Will your insurance premium be included in your mortgage escrow account *
Will your mortgage lender be billed directly for your insurance? *
USD
USD

Dwelling Details

Please provide details about the dwelling so we can accurately assess the property.

Is the dwelling visible from the road?
Is the property held in a trust, or set up as an LLC?
Sprinklers?
Building Under Construction?
Solar Panels Attached?
Is There A Fireplace, Woodstove or Pellet Stove?

Coverage Details & Property Information

Provide details about your property, coverage selections, and additional features to help us customize your insurance options.

Any In Home Business? *
Basement? *
Basement Type *
Garage? *
Is It? *
# of Bays *
Any Outbuilding(s)? *
Trampoline? *
Does It Have Any Netting?

Pool Information

Do you have a pool? *
Locking Gate? *
Slide? *
Diving Board(s) *

Additional Coverage Options

Let us know if you're interested in added protection beyond your home policy so we can review all available options for you.

Umbrella
Flood
Life/Health
Disability
Long Term Care
Commercial

Review & Submit

Just one final step to get your quote started.

Please take a moment to review your information before submitting. This helps us ensure your quote is accurate and tailored to your needs.

Initial

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Submit Your Request

Once submitted, our team will be notified and will review your information. A licensed representative will follow up with next steps and available coverage options.

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