Your insurance quote checklist: Information to have on hand

At The Personal, we are proud to partner with APEGA. We want your experience to be as simple and straightforward as possible, while also being accurate and reflective of your individual needs. To help you get a personalized quote quickly, here’s a checklist of the information to have on hand.

Before you call or get a quote online

Be sure to have your membership or employee ID so that you can get your exclusive group rate from The Personal. 

What you need for an auto insurance quote

  1. The vehicles you're insuring 
    • What is the year, make and model?
    • What is the odometer reading (kilometres on the clock)?
    • What is the registered owner’s name and address?
  2. Your driving history (plus all drivers included in the quote)
    • Do you have any driving tickets? (not including parking tickets) 
    • Have you made any claims?
  3. Your insurance history
    • How many years have you been insured (without gaps)?
  4. Have your existing insurance policy on hand so you can answer questions like:
    • Who are you insured with?
    • What is your renewal date?
    • What type of coverage do you have? (this helps you compare prices)
  5. Ready to buy your auto insurance?
    • Your drivers licence number (and licence numbers for all drivers)
    • The vehicle identification number (VIN)
    • The name and address of the leasing or car loan company
    • A payment method

What you need for a home insurance quote

  1. Your home
    • When was it built?
    • What is the exterior siding? (for example, brick, stone, vinyl, aluminum)
    • What is the main heating system? (for example, electric, gas, oil)
    • What is the square footage? (not including the basement)
    • What type of roof do you have? (including the roof material and when it was last replaced)
  2. Your home’s location
    • What is the address?
    • How close is the nearest fire hall and fire hydrant?
    • Clean the pipes of the burners every year, using a brush designed for this purpose.
  3. Your insurance history
    • How many years have you been insured (without gaps)?
  4. Have your existing insurance policy on hand so you can answer questions like:
    • Who are you insured with?
    • What is your renewal date?
    • What type of coverage do you have? (this helps you compare prices)
  5. Ready to buy your home insurance? You’ll need:
    • The name and address of your mortgage lender
    • A payment method

Not ready to buy yet?

You can still get a quote and lock in your rates for up to 364 days.* 
 
Remember, as a member of APEGA you get access to exclusive group rates on home and auto insurance not available to the general public. 
 

Give us a call at 1-877-314-6646 or get an online quote today at thepersonal.com/apega and see how affordable customized coverage can be.


This article is being provided by APEGA on behalf of The Personal which has a group sponsorship agreement with regards to home and auto insurance for our members.

The Personal refers to The Personal General Insurance Inc. in Quebec and The Personal Insurance Company in all other provinces and territories of Canada.The information and advice in this article are provided for informational purposes only. The Personal shall not be liable for any damages arising from any reliance upon such information or advice. The Personal recommends using caution and consulting an expert for comprehensive, expert advice.

* Rates are guaranteed for up to 364 days provided there are no changes to your underwriting information from the time the policy is issued to its effective date.

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To find out more, call 1-877-314-6646, 
or visit  thepersonal.com/apega

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