How Protected

STEP 1 OF 6

Which of these are part of your life?

Select all that apply.

I own a home

We have vehicles

We have children

We have pets

We have a pool

We own a boat

I own rental property

I run a business from home

Valuable items (jewelry, art, etc.)

None of these apply

Liability Protection

Your assets, lifestyle and family factors may leave you exposed in a major lawsuit.

Next Step

YOUR PROGRESS

Home

1 area to review

›

Auto

1 recommendation

›

Liability

four largest exposure

›

Assets & Income

Additional protection
may make sense

›

Catastrophe

Flood is not included in
standard policies

›

Property & Lifestyle

3 items to consider

›

See full results →

STEP 2 OF 6

Let's talk about your home.

This helps us understand your property and protection needs.

What best describes where you live?

I own a single family home

I own a condo or townhome

I rent my home

Something else

About how much would it cost to rebuild your home?

Not the market value – the cost to rebuild it.

Less than $250,000

$250,000 - $400,000

$400,000 - $650,000

$650,000 - $1,000,000

More than $1,000,000

Do you have any of the following on your property?

Detached garage

Fence

Swimming pool

Hot tub

Trampoline

Playset

Guest house or in-law suite

None of these

Do you have security or safety systems?

This can help reduce risk and may qualify for discounts.

Yes, I have security and/or fire systemsYes, but only basic smoke/CO detectorsNo, I have none of these

Back Continue

YOUR PROGRESS

Home

1 area to review

›

Auto

1 recommendation

›

Liability

four largest exposure

›

Assets & Income

Additional protection
may make sense

›

Catastrophe

Flood is not included in
standard policies

›

Property & Lifestyle

3 items to consider

›

See full results →

STEP 3 OF 6

Let's look at your vehicles.

This helps us understand your auto risks and recommend the right protection.

What best describes where you live?

Vehicle

Vehicles

Vehicles

Vehicles

Who lives in your household?

Select all that apply.

Spouse/Partner

Child under 25

Other adult

None of the above

Do any of the following apply?

Select all that apply.

Teen drivers in household

New drivers in household

Senior drivers (65+)

Drive for rideshare

None of these

Why we're asking

Young and new drivers can increase the likelihood of an accident and affect your insurance needs and costs.

What type of auto protection do you currently have?

Select your current situation.

What are your current liability limits?

What's the approximate total value of all vehicles?

Not including loans.

Less than $25,000

$25,000 – $50,000

$50,000 – $100,000

$100,000 – $150,000

More than $150,000

Back Continue

YOUR PROGRESS

Home

1 area to review

›

Auto

1 recommendation

›

Liability

four largest exposure

›

Assets & Income

Additional protection
may make sense

›

Catastrophe

Flood is not included in
standard policies

›

Property & Lifestyle

3 items to consider

›

See full results →

STEP 4 OF 6

Let's talk about your financial picture.

This helps us understand what you've built and what you want to protect.

What is your total annual household income
(before taxes)?

Less than $50,000

$50,000 – $99,999

$100,000 – $174,999

$175,000 – $349,999

$350,000 or more

About how much do you currently have in savings, investments and retirement accounts?

Less than $50,000

$50,000 – $249,999

$250,000 – $499,999

$500,000 – $999,999

$1,000,000 or more

What is the estimated equity in your primary home?

Less than $50,000

$50,000 – $149,999

$150,000 – $399,999

$400,000 – $999,999

$1,000,000 or more

What are your expected total assets at retirement?

Less than $250,000

$250,000 – $999,999

$1,000,000 – $1,999,999

$2,000,000 – $4,999,999

$5,000,000 or more

Do you currently have a personal umbrella liability policy?

This provides extra liability protection above your home and auto policies.

Yes, I have umbrella liability coverageGreat!

We'll include it in your review.

No, I do not have umbrella coverage

We'll show you if it might make sense for you.

Not sure

‍No problem. We'll help you figure that out.

Why we're asking

Your income and assets help us evaluate how much could be at risk in a major loss or liability claim. This helps us recommend the right level of protection for you.

Back Continue

YOUR PROGRESS

Home

1 area to review

›

Auto

1 recommendation

›

Liability

four largest exposure

›

Assets & Income

Additional protection
may make sense

›

Catastrophe

Flood is not included in
standard policies

›

Property & Lifestyle

3 items to consider

›

See full results →

STEP 5 OF 6

Let's talk about your financial picture.

This helps us understand what you've built and what you want to protect.

Which activities or hobbies are part of your life?

Select all that apply.

Boating / Watercraft

Motorcycle / Powersports

RV / Camper

Winter sports

Hunting / Fishing

Travel outside the U.S.

Volunteer or non-profit work

Fitness / Training regularly

Collectibles or memorabilia

None of these

Why we ask: Certain activities can increase risk of injury, property damage or liability claims. We'll make sure you have the right protection in place.

Do you have any of the following?

Select all that apply.

Swimming pool or hot tub

Trampoline

Fireplace or wood stove

Home gym equipment

None of these

Do you own or use any of the following?

Select all that apply.

Firearms

Fine art

Jewelry or watches

Antiques

None of these

How would you describe your comfort with risk?

Choose the option that feels most like you.

I prefer to play it safe

I like security and predictability.

I'm comfortable with some risk

I balance opportunity with caution.

I'm comfortable with risk

I'm open to taking calculated risks.

I enjoy taking risks

I like adventure and uncertainty.

Back Continue

YOUR PROGRESS

Home

1 area to review

›

Auto

1 recommendation

›

Liability

four largest exposure

›

Assets & Income

Additional protection
may make sense

›

Catastrophe

Flood is not included in
standard policies

›

Property & Lifestyle

3 items to consider

›

See full results →

YOUR OVERALL PROTECTION SCORE

Good start!

You're protecting the important things. A few areas could use more attention.

80 – 100: Strong

60 – 79: Good

40 – 59: Needs Attention

0 – 39: At Risk

Your score is based on your answers about your assets, lifestyle and financial exposure compared to common risk benchmarks.

YOUR SNAPSHOT

Household

Married, 2 children

Home

Single family home ($450,000 est. rebuild)

Vehicles

3 vehicles, 2 teen drivers

Income

$175,000 – $349,999

Assets

$250,000 – $400,000 (current)

$1,000,000 – $2,000,000 (at retirement)

Lifestyle

Pool, boat, travel, home business

View / Save Full Details

YOUR PROGRESS

Home

1 area to review

›

Auto

1 recommendation

›

Liability

four largest exposure

›

Assets & Income

Additional protection
may make sense

›

Catastrophe

Flood is not included in
standard policies

›

Property & Lifestyle

3 items to consider

›

See full results →

How Protected Are You?

Liability Protection

YOUR PROGRESS

YOUR PROGRESS

Why we're asking

YOUR PROGRESS

Why we're asking

YOUR PROGRESS

YOUR PROGRESS

YOUR OVERALL PROTECTION SCORE

YOUR SNAPSHOT

YOUR PROGRESS

Liability Protection

Water Damage

Valuables & Property

What could improving this protection cost?

Secure & Private

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