The Agency...Agents that work for you

info@jackiedeesinsurance.comExisting client? Visit policyholder support
A Jackie Dees Insurance AgencyA Jackie Dees Insurance AgencyThe Agency...Agents that work for you
RepresentingErie Insurance
Talk with the agency(919) 809-7618Get a quote
Home prepared for an insurance coverage review
Structured home request

Home Insurance Smart Intake

Share the property, occupancy, construction, roof, coverage, and timing details needed to begin a homeowners review.

Designed around the client

Home Insurance Smart Intake

This focused form routes a homeowners prospect and review task directly into Jackie’s Insurance workspace. Carrier underwriting may require additional details or an inspection.

  • 01Property characteristics
  • 02Tenant-bound agency routing
  • 03No coverage bound by submission
1 of 2

Application

Complete each section below. Auto, Home, Business, Life, and package forms keep their own required questions.

SMS consent is optional and is not required to submit this insurance request. Leave the box unchecked and choose Email or Phone if you do not want text messages.
Section 1

Applicant

Section 2

Address history

Previous address

Add prior residences needed for underwriting. These remain connected to the applicant's address history.

No previous address added. Add one only when applicable.

Section 3

Dwelling, roof & systems

Property

Property 1
Section 4

Coverage & interests

Section 5

Insurance & claims

Property or liability claim

No property or liability claim added. Add one only when applicable.

Section 6

Documents

Up to 10 PDF files, 25 MB each. Files are validated and security-scanned before storage.

Need a clear next step?

Start with a conversation.

Jackie’s agency can help identify the right coverage or service path.

Get a quoteCall (919) 809-7618