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What to Prepare Before Requesting a Quote

A practical checklist for Northern Virginia families and businesses — gather what you can, and we will guide you through the rest.

No obligation · Share what you have today

  • Virginia-licensed agency
  • Contact 1–2 days · options often 24–48h
  • Personal & commercial
  • Licensed producer review

Your checklist

Four focused lists — start with the basics, then add detail for your situation.

You do not need everything listed here to get started. Share what you have today — the more context we receive, the faster we can compare options across carriers.

Start here

For every inquiry

  • Your name, best phone number, and email
  • City or county where coverage is needed (e.g. Arlington, Fairfax, Loudoun)
  • Whether the request is personal, commercial, or both
  • Current carrier and renewal date, if you have a policy in force
  • A short description of what you want to protect or improve (limits, deductibles, new purchase, etc.)
Personal

Home, auto & umbrella

  • Property address and year built (for homeowners or renters)
  • Vehicle year, make, model, and primary driver details (for auto)
  • Recent claims or violations in the past 3–5 years, if any
  • Current declarations page or renewal notice (helpful but not required)
Commercial

Business coverage

  • Legal business name, entity type, and operations description
  • Number of employees, payroll, and locations
  • Revenue band or contractor project volume, where relevant
  • Current policies, certificates, or loss runs if you have them
  • Contract or lease requirements (e.g. GL limits, additional insured)
Specialty

High-net-worth & hard-to-place needs

  • Approximate dwelling replacement value or scheduled asset values
  • Collections, watercraft, or secondary homes to include
  • Desired liability limits (umbrella / excess)
  • Any prior non-renewals or specialty underwriting notes

What happens next

After you submit, a licensed producer takes it from here — we aim to contact you within 1–2 business days; personal-lines options often within 24–48 hours once we have enough detail; commercial timing varies.

We review your details

A licensed producer reads what you shared — not an automated queue.

We reach out personally

Expect a call or email to clarify goals, timing, and any gaps in the information.

You receive tailored options

We compare markets and walk you through recommendations. Quotes bind only after underwriting review.

Ready to begin

Share what you have — we will take it from there. No obligation to move forward.

Request a Quote Back to home

Quotes are estimates only and subject to underwriting approval.

Questions first? 703-952-7700 · hello@maximaegis.com