Policy Review

Let’s ensure you have the right insurance in place.

It’s time to review your insurance.

There’s one guarantee in life and business. Things change. Our annual review is an opportunity to compare your existing coverage against your current needs to ensure your insurance remains appropriate to your situation.

Policy Review

It’s important to review your needs to ensure you have the proper coverage in place.

Step 1 of 9

Client Information
Name*
First Last
Email*
Phone Number
What insurance do you currently have with us?*
- Personal Insurance
- Business Insurance
Home Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Company Name*
Company Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Total Annual Sales*
Total Number of Employees*

Your Business Structure
Please think back over the last year when answering these questions.
Have you changed the ownership structure of your business?*
- Yes
- No
Have you added new or changed your existing operations and/or products?*
- Yes
- No
Have you begun to buy supplies or sell your products overseas?*
- Yes
- No
Are you operating out of any new locations or have you closed locations?*
- Yes
- No
Please explain any changes to your business structure.
Please do not include sensitive, private information in this area.

Your Personal Liability
Please think back over the last year when answering these questions.
Have you acquired, leased or sold a building, business property and/or equipment?*
- Yes
- No
Have there been any improvements and/or significant alterations to your building?*
- Yes
- No
Has your Inventory level changed significantly?*
- Yes
- No
Have you purchased, leased or sold any Vehicles?*
- Yes
- No
Please explain any changes to your personal liablility.
Please do not include sensitive, private information in this area.

Your Income Protection
Please think back over the last year when answering these questions.
Have your Businesses revenues changed by more than 10% since last year?*
- Yes
- No
Do you rely on a single supplier for more than 50% of your materials?*
- Yes
- No
Do you rely on a single buyer for more than 50% of your sales?*
- Yes
- No
Please explain any changes to your income protection.
Please do not include sensitive, private information in this area.

Additional Protection
Would you like to discuss any additional insurance protection with us?*
- Yes
- No
Confirmation
Your initials*
This field is for validation purposes and should be left unchanged.
This field is for validation purposes and should be left unchanged.

About SOGO Wealth & Risk Management

We’re an independent insurance agency offering a comprehensive suite of insurance solutions to protect you from the unexpected.

We don’t just sell insurance. We work closely with clients to help them make important and informed decisions every day when it comes to protection and their future.

We offer comprehensive insurance solutions throughout San Antonio and Austin, TX, as well as surrounding areas including, Helotes, Schertz, New Braunfels, Cibolo and Bexar County.

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Policy Review

It’s time to review your insurance.

There’s one guarantee in life and business. Things change. Our annual review is an opportunity to compare your existing coverage against your current needs to ensure your insurance remains appropriate to your situation.

Contact Us

Location

Policy Review

It’s important to review your needs to ensure you have the proper coverage in place.

Step 1 of 9

Client Information

Your Home(s)

Your Automobiles and other "Vehicles"

Your Other Life Events

Your Business Structure

Your Personal Liability

Your Income Protection

Your Employees & Professional Liability Exposure

Additional Protection

Confirmation

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