Roof Year is located on the Property tab. The year will pre-fill based on information collected in the creation of the quote. Agents can change this year during the quote process if the year is incorrect.
If you don't know the age of the roof, we recommend the following:
- Reach out to the customer to verify the information. If the insured is unaware of the roof year, a home inspection report, appraisal, or invoice could be used to determine the age.
- Review resources such as property assessor records, and use your best judgment to select the appropriate roof age.
Note: If confirming roof details during the quoting stage, please ensure supporting documentation is collected and retained in the agency’s file. This helps prevent delays or additional documentation requests at binding or endorsement.
When updating the roof age or material — either at the time of quote or when endorsing an in-force policy — please follow the steps outlined in this article.
For further assistance, contact us via our webform or Live Chat.