How To Request an Insurance Quote by Email

If you’d prefer to request a quote by email instead of using the website quote form, here are some tips on what to include in your email.

What to Include in Your Email

Including these items can help us route your request to the appropriate agent quickly, who can then begin to determine which carriers and policy coverages are common for your type of organization.  As part of the quote process, the agent will discuss your specific risk protection needs and approach our network of top-rated insurance carriers on your behalf to find the most competitive rates. Providing accurate and complete details in your initial email is helpful for our agents to secure the most favorable rate for you.

We suggest you include these details when you contact us by email.

Essential Information to Include:

• Primary Contact: Your first and last name.

• Organization Name: The official legal name of your business, church, treatment center, nonprofit, or other.

• Phone Number and Email: These methods of contact will help our agent get in touch with you and your organization.

• Address: Your full business address, including the city, state, and zip code.

Additional, Helpful Information, If Available:

• Coverage Goals: The type of insurance you are seeking (e.g., General Liability, Property, or Professional Liability).
• Website or Social Media Page: The URL for your organization’s website or primary social media page.
• Description of Operations: A description of what your organization does.
• Current Expiration Date of Coverage: When does your current coverage expire?
• Type of Legal Entity: What type of legal entity is your organization?
• Number of Employees: How many employees does your organization hire, including both full-time and part-time?
• Claims History: What claims have you had in the past 5 years?
• Any other information or comments that you feel would be helpful

Don’t Forget to Plan Ahead!

Try to start the quoting process at least 45 days before you need your coverage to begin. While we can work with you later, this gives our agency the time needed to negotiate with multiple carriers and find the most comprehensive and effective options for you. In addition, if your organization is planning to expand or add new services this year, let us know. Aligning your insurance with your future plans ensures you stay protected even as your organization evolves.