Annual Review | Advanced Insurance Solutions in Hershey, PA

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717-533-0252
546 West Chocolate Avenue
Hershey, Pennsylvania 17033
717-845-1500
1203 South Queen Street
York, Pennsylvania 17403

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Annual Review

Advanced Insurance Solutions

Thank you for taking the time to complete your insurance review! Nothing is more important than ensuring your insurance protection remains current with your circumstances and needs.By completing this short checklist, you will provide an AIS advisor with the basic information needed to review your current coverages, and present you with your options and our recommendations for changes.

Basic Information

Name ✶

Address include city, state, & ZIP ✶

Phone ✶

E-mail

Auto Review

Auto review

Yes No

Have you purchased or sold any vehicle(s) in the last 12 months?

Yes No

Has the number of drivers in your household changed or do you anticipate a change to the number of drivers living in your home?

Yes No

All household drivers over the age of 16

Has any vehicle usage changed over the last 12 months (e.g., miles driven to work, use of your vehicle for work, or possession of a company vehicle)?

Yes No

Would you like to minimize potential out-of-pocket expenses related to your vehicle (e.g., increased claim deductible; reimbursement for any towing bill; or rental car reimbursement when in an accident)?

Yes No

Vehicle Information

Year

Make

Model

How many miles to work one way

Days a week the vehicle is being driven to work

Annual miles

Type of usage for the vehicle

Business Personal Commute

Ridesharing (Uber, Lyft, Uber Eats, etc.)

Yes No

Home Review

Home/tenant review

Yes No

Have you remodeled or made any additions to your home in the past 12 months?

Yes No

Have you finished, remodeled or begun storing valuable possessions in your basement?

Yes No

Have you installed any additional protective devices like central station alarms or a sprinkler system?

Yes No

Have you acquired or own any significant personal property (e.g., antiques, jewelry, art, musical instruments, watercraft, electronics, computers, etc.)?

Yes No

Have you considered increasing your claim deductible to save money on your home/tenant policy?

Yes No

Rv Review

Recreational Vehicle review

Yes No

Do you own or plan to own any recreational vehicles?

Yes No

I own a recreational vehicle

Yes No

I sold a recreational vehicle

Yes No

I plan to purchase a recreational vehicle

Yes No

Additional Information

Do you have any additional insurance concerns?

Yes No

More information

Do you own a business or handle the insurance for a business?

Yes No

Are you interested in a life insurance review?

Yes No

Are you interested in estate planning or a financial investments review?

Yes No

Based on your experience with our agency, how likely are you to refer us to friends or family?

Comments

Comments

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About Us

Advanced Insurance Solutions is an independent insurance agency with offices in Hershey and York, Pennsylvania.

Give us a call, stop by, or request a quote online to find out how much we can save you on your insurance.

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Hershey Office

546 West Chocolate Avenue
Hershey, Pennsylvania 17033

717-533-0252

York Office

1203 South Queen Street
York, Pennsylvania 17403

717-845-1500

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