Internal REI Discovery

INTERNAL – REI Discovery Form

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How many separate properties do you need a quote for right now?

If you need quotes for more than 15 properties, please email REI@riskwell.com and we will personally assist with your request.

Are you a current client of RiskWell?

What effective date do you want for your new insurance?

Please note, we are not able to backdate coverage. Today’s date is the first available day for coverage to begin.

Your Name

Your Date Of Birth

Is the property held in your personal name or another legal entity (LLC, etc…)

Entity Name

Phone Number

Mailing Address

Street Address Address Line 2 City State ZIP Code

Property 1

Physical Address – Property 1

Street Address Address Line 2 City State ZIP Code

County – Property 1

Building Type – Property 1

*Please note we are not able to provide coverage for mobile manufactured homes*

What year was Property 1's roof most recently updated?

# Of Units – Property 1

Tell us the number of units that you own/need coverage for.

Intended Use – Property 1

Do you work with a third party Property Manager?

Building Coverage Amount Needed ($) – Property 1

For a “flip” property, use the purchase price + your renovation estimate to determine the property coverage amount.

Monthly Rent – Property 1

Does Property 1 have a pool?

Is Property 1's pool above or in ground?

Purchase Method – Property 1

Creative Financing Method – Property 1

Policy Payment Method – Property 1

Note that if you select “title company or escrow account” you will be required to enter lender/mortgagee information.

Lender/Mortgagee – Property 1?

Lender/Mortgagee Name – Property 1

Please provide the full name of the lender.

Lender/Mortgagee Email – Property 1

Input the primary contact email for the lender/mortgagee

Lender/Mortgagee Mailing Address – Property 1

Street Address Address Line 2 City State ZIP Code

Full name and mailing address for underlying seller – Property 1

Property 2

Physical Address – Property 2

Street Address Address Line 2 City State ZIP Code

County – Property 2

Building Type – Property 2

What year was Property 2's roof most recently updated?

Intended Use – Property 2

# of units – Property 2

Building Coverage Amount Needed ($) – Property 2

For a “flip” property, use the purchase price + your renovation estimate to determine the property coverage amount.

Monthly Rent – Property 2

Does Property 2 have a pool?

Is Property 2's pool above or in ground?

Purchase Method – Property 2

Creative Financing Method – Property 2

Policy Payment Method – Property 2

Note that if you select “title company or escrow account” you will be required to enter lender/mortgagee information.

Lender/Mortgagee – Property 2?

Same Lender/Mortgagee for Property 2 As With Property 1?

Lender/Mortgagee Name – Property 2

Please provide the full name of the lender.

Lender/Mortgagee Email – Property 2

Input the primary contact email for the lender/mortgagee

Lender/Mortgagee Mailing Address – Property 2

Street Address Address Line 2 City State ZIP Code

Full name and mailing address for underlying seller – Property 2

Property 3

Physical Address – Property 3

Address Line 2 City State ZIP Code

County – Property 3

Building Type – Property 3

What year was Property 3's roof most recently updated?

# of units – Property 3

Intended Use – Property 3

Building Coverage Amount Needed ($) – Property 3

For a “flip” property, use the purchase price + your renovation estimate to determine the property coverage amount.

Monthly Rent – Property 3

Does Property 3 have a pool?

Is Property 3's pool above or in ground?

Purchase Method – Property 3

Creative Financing Method – Property 3

Policy Payment Method – Property 3

Note that if you select “title company or escrow account” you will be required to enter lender/mortgagee information.

Lender/Mortgagee – Property 3?

Same Lender/Mortgagee for Property 3 As With Property 1?

Lender/Mortgagee Name – Property 3

Please provide the full name of the lender.

Lender/Mortgagee Email – Property 3

Input the primary contact email for the lender/mortgagee

Lender/Mortgagee Mailing Address – Property 3

Street Address Address Line 2 City State ZIP Code

Full name and mailing address for underlying seller – Property 3

Property 4

Physical Address – Property 4

Street Address Address Line 2 City State ZIP Code

County – Property 4

Building Type – Property 4

What year was Property 4's roof most recently updated?

# of units – Property 4

Intended Use – Property 4

Building Coverage Amount Needed ($) – Property 4

For a “flip” property, use the purchase price + your renovation estimate to determine the property coverage amount.

Monthly Rent – Property 4

Does Property 4 have a pool?

Is Property 4's pool above or in ground?

Purchase Method – Property 4

Creative Financing Method – Property 4

Policy Payment Method – Property 4

Note that if you select “title company or escrow account” you will be required to enter lender/mortgagee information.

Lender/Mortgagee – Property 4?

Same Lender/Mortgagee For Property 4 As With Property 1?

Lender/Mortgagee Name – Property 4

Please provide the full name of the lender.

Lender/Mortgagee Email – Property 4

Input the primary contact email for the lender/mortgagee

Lender/Mortgagee Mailing Address – Property 4

Street Address Address Line 2 City State ZIP Code

Full name and mailing address for underlying seller – Property 4

Property 5

Physical Address – Property 5

Street Address Address Line 2 City State ZIP Code

County – Property 5

Building Type – Property 5

What year was Property 5's roof most recently updated?

# of units – Property 5

Intended Use – Property 5

Building Coverage Amount Needed ($) – Property 5

For a “flip” property, use the purchase price + your renovation estimate to determine the property coverage amount.

Monthly Rent – Property 5

Does Property 5 have a pool?

Is Property 5's pool above or in ground?

Purchase Method – Property 5

Creative Financing Method – Property 5

Policy Payment Method – Property 5

Note that if you select “title company or escrow account” you will be required to enter lender/mortgagee information.

Lender/Mortgagee – Property 5?

Same Lender/Mortgagee For Property 5 As With Property 1?

Lender/Mortgagee Name – Property 5

Please provide the full name of the lender.

Lender/Mortgagee Email – Property 5

Input the primary contact email for the lender/mortgagee

Lender/Mortgagee Mailing Address – Property 5

Street Address Address Line 2 City State ZIP Code

Full name and mailing address for underlying seller – Property 5

Property 6

Physical Address – Property 6

Street Address Address Line 2 City State ZIP Code

County – Property 6

Building Type – Property 6

What year was Property 6's roof most recently updated?

# of units – Property 6

Intended Use – Property 6

Building Coverage Amount Needed ($) – Property 6

For a “flip” property, use the purchase price + your renovation estimate to determine the property coverage amount.

Monthly Rent – Property 6

Does Property 6 have a pool?

Is Property 6's pool above or in ground?

Purchase Method – Property 6

Creative Financing Method – Property 6

Policy Payment Method – Property 6

Note that if you select “title company or escrow account” you will be required to enter lender/mortgagee information.

Lender/Mortgagee – Property 6?

Same Lender/Mortgagee For Property 6 As With Property 1?

Lender/Mortgagee Name – Property 6

Please provide the full name of the lender.

Lender/Mortgagee Email – Property 6

Input the primary contact email for the lender/mortgagee

Lender/Mortgagee Mailing Address – Property 6

Street Address Address Line 2 City State ZIP Code

Full name and mailing address for underlying seller – Property 6

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?*

If this is a Rehab/Flip, are you acting as your own General Contractor for your deals?

Your property insurance program DOES NOT cover construction liability. You need General Liability Insurance even if you’re only acting as a GC on your own deals.

What else do we need to know to deliver you an outstanding experience?

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