Client Renewal Portal | GPreto Insurance

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G. Preto Insurance

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Office / Text (781) 746-7873

Renewal Check-in...because we care.

Name

Any change in household members? Please describe any changes in detail below.

None

Add a household member.

Remove a household member.

New Pet.

Any new major purchases or items to insure? (Jewelry, artwork, musical instruments...)

Yes, I'll describe below.

Nope. Nothing new to add to my policy at this time. (please review policy to make sure items are listed as you prefer on your current policy.)

Any updates or changes to your home or auto situation? (new addition, new pool installed, paid off your auto loan...)

Yes, I will describe below.

No.

Would you like a complimentary flood or umbrella insurance quote?

No, I'm good.

Yes, I would like to know the cost to protect my home from a potential flood.

Yes, I would like to receive a free umbrella quote to consider extending my liability coverage.

Yes, I'm curious about both flood and umbrella insurance.

Have you changed your job/career in the last 3 years? If box is selected, please indicate the change below. *Some Insurance companies offer discounts/credits.

Are you interested in securing Life Insurance options or having a life insurance review?

As your trusted agency, we love hearing what's going on in your world. Please share more details regarding your response above.

***Homeowners***: Please provide current mortgage information (including loan# and mortgage holder name and address).

Thanks for submitting your renewal check-in!

Office / Text (781) 746-7873

GPreto@GPretoinsurance.com

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