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Your insurance quote checklist: 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. Your vehicles

  • The year, make and model
  • The odometer reading (kilometres on the clock)
  • The registered owner’s name and address

2. Your driving history (plus all drivers included in the quote)

  • Any driving tickets (not including parking tickets)
  • Any claims

3. Your insurance history

  • How many years you’ve been insured (without gaps)

Have your existing insurance policy on hand, so you’ll know:

  • The name of your insurance company
  • Your renewal date
  • The type of coverage you have (this helps you compare)

Ready to buy your auto insurance?

You’ll need:

  • 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

  • The year your home was built
  • The exterior siding (for example, brick, stone, vinyl, aluminum)
  • The main heating system (for example, electric, gas, oil)
  • The square footage (not including the basement)
  • The type of roof (including the roof material and when it was last replaced)

2. Your home’s location

  • The address
  • If there’s a fire hall and fire hydrant nearby

3. Your insurance history

  • How many years you’ve been insured (without gaps)

Have your existing insurance policy on hand, so you’ll know:

  • The name of your insurance company
  • Your renewal date
  • The type of coverage you have (this helps you compare)

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 or employee of one of our partnered groups, you get access to exclusive group rates on home and auto insurance not available to the general public.

Give us a call or get an online quote today and see how affordable customized coverage can be.

Your insurance quote checklist: Information to have on hand

Whether you call or go online, getting a quote with The Personal is easy. To help you get a personalized quote that reflects your needs, here’s a checklist of the information to have on hand.

* 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.