Skip to content
About
The RiskWell Difference
About Us
Our Team
Blog
Client Resources
Real Estate Investors
Businesses
Private Client
Contact
Start Here
Menu
Case Studies
Agency Case Studies
Call
Email
Quote
Consultation
Start Your Multifamily Property Quote:
Are you a current client of RiskWell?
*
No, I'm a new client
Yes, I'm a current client
What effective date do you want for your new insurance?
*
Date Format: MM slash DD slash YYYY
Your Name
*
First
Last
Entity name that owns/will own the property
*
Preferred Email
*
Preferred Phone Number
*
Your Mailing Address
*
Street Address
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Property address to be quoted:
*
If you need a quote for more than one property right now, we will gather that information on your Discovery Call.
Street Address
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
How many residential units on the property?
What is the estimated occupancy (%)?
*
Any special classes of tenants?
*
Check any box that applies
Student Housing
Designated Elderly Housing
Subsidized Housing / Sec 8
None of the above
Do you have a lender or mortgagee for this property?
*
We will gather the name and address for your lender later, if applicable.
Yes, I have a lender/mortgagee
No, I do not have a lender/mortgagee
Full Lienholder/Mortgagee Clause
*
If you don't know it, just put "TBD" and we'll get it from you later
Do you need a companion FLOOD INSURANCE proposal for this property?
No
Yes
How did you first hear about RiskWell?
Personal Referral
Google Search
McKinney Chamber of Commerce
Local event
Facebook Group/Post
YouTube video
Word of mouth
Who referred you to us?
*
What else do we need to know to deliver you an outstanding experience?
Please upload all relevant documents here:
Drop files here or
Communication Consent
*
RiskWell is committed to respecting our current and future clients' privacy and communication preferences. So that we may remain compliant with state and federal regulations, we need your expressed permission to communicate with you using phone, text and email as needed.
You may opt-out of all future communication at any time by making your preferences known to us.
RiskWell operates by the simple rule of "treat other people the way you want to be treated."
I authorize RiskWell to communicate with me using the information provided on this form for the purpose of assisting with my insurance program..
CLOSE
1
Contact Info
2
Property Info
3
Wrap-Up Info
Are you a current client of RiskWell?
*
No, I'm a new client
Yes, I'm a current client
What effective date do you want for your new insurance?
*
Date Format: MM slash DD slash YYYY
Your Name
*
First
Last
Your Date Of Birth
*
Date Format: MM slash DD slash YYYY
Is the property held in your personal name or another legal entity (LLC, etc...)
*
Held in my personal name
Held in another entity (LLC or other)
Entity Name
*
Your Email
*
Your Phone Number
*
Your Mailing Address
*
Street Address
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Property address to be quoted:
*
If you need a quote for more than one property right now, we will gather that information on your Discovery Call.
Street Address
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Property County
What's your plan for this property?
*
Rental
Flip
Subject To ("Sub2")
Short-Term Rental (AirBNB, etc.)
Seller Finance
Wholetail
Full name and mailing address for underlying seller
*
Building Type
*
Single Family Residence
2-4 Units
Multifamily (5+ units)
Commercial Property
Condo
Other Asset Class
Is there a lender or mortgagee for this property?
*
Yes, there is a lender/mortgagee
No, there is not a lender/mortgagee
Full Lienholder/Mortgagee Clause
*
Include the full name and mailing address. If you don't know it, just put "TBD" and we'll get it from you later.
Coverage Amount Needed ($)
*
For a "flip" property, use the purchase price + your renovation estimate to determine the property coverage amount.
How will this policy be paid for?
*
I'm paying through a title company or escrow account
I'm paying for this policy directly
Do you need a companion FLOOD INSURANCE quote for this property?
*
Yes, please help me get a flood quote
No, I am declining the offer of a flood quote
How did you first hear about RiskWell?
Personal Referral
Google Search
McKinney Chamber of Commerce
Local event
Facebook Group/Post
YouTube video
Word of mouth
Who referred you to us?
*
Our team is also well equipped to help with your personal insurance needs (Home & Auto Insurance + whatever else you need.) After we're done with delivering this real estate quote, can we review your personal insurance options?
*
Yes, I'd like a review of my personal insurance options.
Yes, but not now. Please ask me about this in the future.
No, I am declining the offer of a personal insurance review.
Date to contact you about reviewing your personal insurance
Please select the future date you want us to contact you on, so we can perform a full review of your personal insurance options.
Date Format: MM slash DD slash YYYY
What else do we need to know to deliver you an outstanding experience?
Please upload all relevant documents here:
Drop files here or
Communication Consent
*
RiskWell is committed to respecting our current and future clients' privacy and communication preferences. So that we may remain compliant with state and federal regulations, we need your expressed permission to communicate with you using phone, text and email as needed.
You may opt-out of all future communication at any time by making your preferences known to us.
RiskWell operates by the simple rule of "treat other people the way you want to be treated."
I authorize RiskWell to communicate with me using the information provided on this form for the purpose of assisting with my insurance program..
CLOSE
Private Client Proposal Request
Are you a current client of RiskWell?
*
I'm not yet a client
Yes, I'm a current client
I was formerly a client, and I'm coming back
What are you looking for help with? Check all that apply:
*
If you want us to deliver a top to bottom review of all of your personal insurance needs, please select "Everything."
Everything
Home & Auto
Specialty Vehicle
Rental Property (Landlord Insurance)
What is your main reason for contacting us?
*
Someone told me how great RiskWell is
Buying a house
Buying a vehicle
Bad claim experience somewhere else
Bad service experience somewhere else
Unhappy with current price
Just curious what you can do for me
What effective date do you want for your new insurance?
*
Date Format: MM slash DD slash YYYY
Name
*
First
Last
Preferred Phone Number
*
Preferred Email
*
Date Of Birth
*
Date Format: MM slash DD slash YYYY
What is your education level?
Discounts may be available for qualified education levels
High school diploma or equivalent
Undergraduate degree
Graduate degree
Doctoral degree (M.D., J.D., etc.)
Other
What is your occupation?
Discounts may be available for certain occupations
Address of the home you are purchasing
*
Street Address
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Current residence address
*
Street Address
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
What is the estimated year of most recent roof replacement?
*
Drivers Information
Click the "+" button to add additional drivers' info
First Name
Last Name
Date Of Birth
Driver's License #
Vehicles Information
Click the "+" button to add additional vehicles' info
Year
Make
Model
Vehicle ID # (VIN)
How did you first hear about RiskWell?
Personal Referral
Google Search
Word of mouth
Facebook Page/Post
YouTube video
Local event
Who referred you to us?
*
What else do we need to know to deliver an outstanding experience for you?
You may upload files here
It is extremely helpful if you can upload copies of your current insurance policies. Our loyalty is to you in this quoting process, not any particular company.
Drop files here or
Communication Consent
*
RiskWell is committed to respecting our current and future clients' privacy and communication preferences. So that we may remain compliant with state and federal regulations, we need your expressed permission to communicate with you using phone, text and email as needed.
You may opt-out of all future communication at any time by making your preferences known to us.
RiskWell operates by the simple rule of "treat other people the way you want to be treated."
I authorize RiskWell to communicate with me using the information provided on this form for the purpose of assisting with my insurance program..
CLOSE
What do you need help with?
*
Business Insurance
Real Estate Investor Insurance
Personal Insurance
What kind of property is this?
*
Rental property (1-4 units)
Flip (Builder's Risk)
Multifamily (5+ units)
Commercial
Other
Property Address You Need Quoted
*
Street Address
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Your Name
*
First
Last
Legal Name Of Business
*
Phone
*
Email
*
CLOSE
What do you need help with?
*
Business Insurance
Real Estate Investor Insurance
Personal Insurance
What kind of property is this?
*
Rental property (1-4 units)
Flip (Builder's Risk)
Multifamily (5+ units)
Commercial
Other
Property address you need quoted
*
Street Address
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Who is listed as owner of the property?
*
You or another individual
An entity (LLC, etc...)
Your name
*
First
Last
Legal name of entity that owns this property
*
Legal name of business
*
Phone
*
Email
*
CLOSE
Step 1 of 4 - Intro
25%
Are you a current client of our Agency?
*
No, I'm a new client
Yes, I'm a current client
What are you looking for help with? Check all that apply:
*
If you want us to provide a top to bottom review of your business insurance needs, please select "Everything."
Everything
Business Owner Package Policy
General Liability
Commercial Property
Workers Compensation
Commercial Auto
Commercial Umbrella
Bonds, Equipment, Other, Etc.
What effective date do you want for your new insurance program?
*
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
What is your main reason for reaching out to us now?
I am shopping my upcoming policy renewal
I hear you guys are awesome!
Unhappy with my current agent/broker
Unhappy with a recent claim experience
Just curious what RiskWell can do for me
Your Name
*
First
Last
What is the legal name of your business entity?
*
Is your DBA name different from your legal entity name?
No
Yes
Your DBA (Doing Business As) name
Your Preferred Phone Number
*
Your Preferred Email
*
Your mailing/correspondence address
*
Street Address
Address Line 2
City
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Briefly describe your business operations:
What is your projected gross revenue for the upcoming 12 months?
*
How many employees does your business have?
0
1-4
5-10
11-50
More than 50 employees
What is your projected total payroll for the upcoming 12 months?
*
Does your business own or lease your space?
Lease
Own
Does your business OWN or LEASE any automobiles or mobile equipment?
No, we don't OWN or LEASE vehicles or mobile equipment
Yes, we OWN vehicles or mobile equipment
Yes, we LEASE vehicles or mobile equipment
Yes, we both OWN and LEASE vehicles or mobile equipment
How did you find out about RiskWell?
Personal Referral
Google Search
McKinney Chamber of Commerce
Local event
Facebook group/post
YouTube video
Word of mouth
Who referred you to us?
*
What should we know now so we can deliver an outstanding experience for you?
You may upload files here
It is extremely helpful for this process if you're able to share current policy documents with us at the beginning. Since we are an independent brokerage, our loyalty is to you, and not any particular company.
Drop files here or
Communication Consent
*
RiskWell is committed to respecting our current and future clients' privacy and communication preferences. So that we may remain compliant with state and federal regulations, we need your expressed permission to communicate with you using phone, text and email as needed.
You may opt-out of all future communication at any time by making your preferences known to us.
RiskWell operates by the simple rule of "treat other people the way you want to be treated."
I authorize RiskWell to communicate with me using the information provided on this form for the purpose of assisting with my insurance program..
CLOSE
About
The RiskWell Difference
About Us
Our Team
Blog
Client Resources
Real Estate Investors
Businesses
Private Client
Contact