HawkSoft Pre-Fill — Paste your client's data from HawkSoft to pre-populate the form. Client reviews and confirms — no re-typing.
Export client from HawkSoft → Copy the data → Paste below → Click Load
Annual Insurance Review
Risk Reduction Client Checklist
A lot of things change in a year. Please invest five minutes to complete this checklist so we can make sure your coverage is current, there are no gaps or duplications, and you are paying the right amount for your protection.
📅 2026 Annual Review
📍 3801 North Street, Suite 18 · Nacogdoches, TX 75965
Please confirm or update your contact details on file
Pre-filled from your file. Please review each field and update anything that has changed in the past year. Leave blank if nothing has changed.
Home Phone
On file:—
Cell Phone (His)
On file:—
Cell Phone (Hers)
On file:—
Business Phone
On file:—
Email Address
On file:—
Daytime Phone (Best to Reach)
On file:—
No changes this year?
🏠
Home & Property
Questions 1–17
1Your home insurance is being renewed. Do you feel the current coverage amount is okay?
If you feel the amount should be different, please suggest an amount below.
2Have you made any substantial improvements to your home this past year?
If over 5% of home value this MUST be reported or your Guaranteed Replacement Cost Dwelling coverage, if any, is voided. Year roof was last replaced?
3Do you have any fine arts or jewelry you'd like coverage on for breakage or loss?
Homeowner policies have inside limits — usually $500/item, $2,500 total for jewelry, silverware, coins, guns, furs. Do you need to increase coverage?
5Do you have Sewer Backup / Sump Pump failure coverage or Earthquake coverage?
Usually around $30–60/year. Would you like a quote?
6Do you have collectibles such as antiques, fine art, stamps, coins, or baseball cards?
These need to be appraised and added to your policy for proper coverage.
7Do you own costly firearms or sporting equipment?
8Do you have valuable cameras or photography equipment used in a business?
9Do you have children away at college?
Are they over 100 miles away without a car? Are their possessions insured?
10Do you own tools, equipment, or instruments used in your trade or profession?
11⚠️ Do you operate a business out of your home — babysitting, home-based business, etc.?
This is NOT covered under your homeowner's form. Please call us to discuss a quote.
12Do you own farm land or vacant land?
13Do you have a dog or other pet?
Please provide type and breed.
14Do you use a wood-burning stove or wood-burning fireplace?
15Do you have a swimming pool?
If yes — inground or above ground? Is it fenced in?
16Do you own rental or investment property?
17Do you own a vacation home, secondary home, cabin, or trailer?
🚗
Automobile Coverage
Questions 18–24
18Does our agency insure all of your owned vehicles?
19Does your auto policy specify by name all usual drivers in your household?
20Do you regularly use vehicles you don't own? Do you have a company car?
21Do you have non-factory installed equipment in your car(s)? (cell phones, stereos, CD players, etc.)
Do you want insurance on these?
22Do you own a vehicle with custom furnishings or accessories?
Conversion van, topper, slide-in camper, tire rims, bed covers, toolboxes, welding machine, etc. Do you want insurance on these?
23Do you want a quote for Rental Reimbursement if your auto is damaged and in the shop?
Also — do you have Roadside Assistance?
24Do you own a boat, jet ski, camper, ATV, motor home, golf cart, snowmobile, motorcycle, or other recreational vehicle?
🛡️
Life, Liability & Additional Coverage
Questions 4 & 25–35
4Have you checked your life insurance recently to see if it still fits your situation?
Are beneficiaries up to date? Would you like us to review? Life insurance premiums have decreased in recent years — it may pay to check your rates.
25Do you carry at least a one-million-dollar Umbrella liability policy?
26Do you own a business? If yes, do we insure it?
27Are you aware of Ordinance or Law coverage?
Most cities require you to tear down remaining portions of your home if damaged over 60% of assessed value. This coverage pays for the cost of updating to current codes after a loss.
28Would you like to know about a product that replaces CDs with higher rates, has a better death benefit, provides Long Term Care, AND has a 10% bonus the first year?
29Have either your car(s) or home been placed in a trust?
30Would you consider increasing your deductibles to lower your premiums?
31Do you have licensed drivers in your household not listed on your insurance?
Also — do you have a student at college more than 100 miles from home? (Potential savings!)
32Would you like a quote for Flood Insurance?
Your homeowner's policy does NOT cover flood damage including surface water coming into your home through an egress window. About $400/year.
33Do you know your current auto liability limits? (State minimum is 30/60/25)
Do you think this is high enough? Would you like higher limits?
34Do you have Uninsured / Underinsured Motorist coverage?
Would you like a quote for higher limits?
35Did you know most companies offer online access to ID cards, payment, and coverage details?
Would you be interested in learning more about accessing your policy online?
🏦
Mortgagee Information
Confirm lender details are still current
Is the mortgagee listed on your policy still valid? If you have paid off your mortgage, refinanced, or changed lenders, please update below.
📝
Additional Notes
Anything else you'd like us to know
Ready to Submit?
Your completed review will be sent directly to our team. We'll follow up within 1–2 business days to discuss any items needing attention or quotes you requested. You can also download the data for HawkSoft or print for your records.
✓
Review Received!
Thank you for completing your annual review. Your Koonce agent will reach out within 1–2 business days to discuss any items and provide any requested quotes.