Customers First Insurance Group

Personal Insurance Fact Finder

Choose the personal insurance coverage you want reviewed, upload current dec pages if you have them, and share household details so our team can compare options accurately.

Start the Fact Finder

Choose Coverage

Auto, home, landlord, farm, flood, umbrella, RV, boat, snowmobile, and ATV insurance.

Applicant Details

DOB, license status, and occupation are collected with the contact info.

Other Household Members

Add anyone else living in the home after the applicant section.

Upload or Manual Details

Upload dec pages at the end of page one, or enter policy details on page two.

Start Your Personal Insurance Review

Complete the applicant and household details first. At the bottom of page one, upload dec pages to skip manual policy details, or continue to page two if you want to type them in.

    Contact Information

    Applicant Details

    You are already included here. Only add other household members in the next section.

    Insurance You Want Reviewed

    Please choose the main policy you want help with first.

    Want us to review more than one policy?

    Additional Household Members

    Please include anyone else living in the home, even if they do not drive.

    Additional Person 1

    Additional Person 2

    Additional Person 3

    Additional Person 4

    Additional Person 5

    Upload Dec Pages

    If you upload current dec pages, we will skip the manual policy-details page and send you straight to final notes.

    Current Insurance

    Complete this page only when you are not uploading dec pages.

    Policy Details

    Final Notes

    What happens next?

    After you submit the fact finder, Customers First Insurance Group will review your information and follow up with next steps. If you need help right away, call (586) 221-6870.

    Why the Personal Insurance Fact Finder Matters

    The personal insurance fact finder helps our agents understand your household before recommending coverage. Accurate information about drivers, vehicles, homes, recreational property, valuables, liability exposures, and current policies leads to a more useful insurance review.

    Please answer each relevant question as completely as possible. Missing drivers, business use, rental activity, animals, recreational vehicles, home updates, or prior losses can affect eligibility, pricing, and coverage.

    Submitting the personal insurance fact finder does not bind or change coverage. Our team will review the information, ask follow-up questions when needed, and confirm available options and effective dates.

    For a personalized review, contact Customers First Insurance Group.

    How We Can Help

    • Household members, drivers, vehicles, and usage
    • Homes, rental property, valuables, and recreational assets
    • Current limits, deductibles, claims, and carrier information
    • Liability risks that may support an umbrella recommendation

    personal insurance fact finder Questions

    Why do you need my current declarations?

    Declarations help us compare limits, deductibles, endorsements, vehicles, drivers, and property details on a consistent basis.

    Does completing the form bind coverage?

    No. Coverage begins or changes only after an agent or carrier confirms the application, terms, payment requirements, and effective date.

    How is my information used?

    The information is used to evaluate insurance needs and prepare or service coverage. Our team may verify details before discussing account-specific information.

    What happens after I submit the fact finder?

    An agent reviews the submission, identifies follow-up questions, and contacts you to discuss coverage options and next steps.

    Questions? We’re Here to Help.