Policy Advisor

John Smith

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My advisor

Sandra Doe

SCHEDULE CALL

You will be contacted soon

Business hours:

Monday—Friday
9:00 AM to 5:00 PM (EST)

1
About yourself
2
Current insurances
3
Finish

John Smith

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Insurance Assessment (1/2)

Hi, I'm Sandra, Head of Advice at PolicyAdvisor.

I will be asking you some questions to understand your
current insurance status and your longer-term goals. We will
then share with you our review and help you close out
any insurance gaps.

About yourself

Do you have children? Please press the plus icon and complete
the information for each. If you don’t have children, you can pass this question.

Gender

boy
girl

Name of the child

Type of education desired

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Save Info

Do you have pets? Please press the plus icon and complete
the information for each. If you don’t have pets, you can pass this question.

Type

Name of the pet

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Save Info

What kind of accommodation do you have?

own house rental

Do you own cars? Please press the plus icon to add the number of the cars you own.

Car

Number

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Save Info

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