What information do I need when I am getting a home quote from my agent?

To start any policy with a new agent you will need to have your name, date of birth, anyone else listed on the deed and their date of birth. You need your address, you will need to know the year your roof was last replaced. Some agents ask about your water heater age.

There are companies that need your SSN when providing a quote, but others do not. The purpose of this is to pull your insurance credit (see article on Insurance Credit). This gives the agent a chance to give you an accurate quote. This is very important, if you do not have an accurate quote in the beginning then the price can change after the fact. No one wants that.

Please reach out if you have other questions!

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