Client form terms

Effective November 13, 2026 (interim version).

STR Insurance Advisors provides these forms so you can request insurance assistance, save your progress, answer follow-up questions, and share relevant documents.

Your insurance request

Provide information accurately to the best of your knowledge. You can identify unknown details, correct answers before submission, and ask the agency for assistance. Submitted answers and staff corrections may be retained as part of your request history.

Coverage and deadlines

Saving or submitting a form, uploading a document, requesting a quote, or verifying an address does not establish or change insurance coverage. Coverage requires the agency’s and insurer’s applicable confirmation. Tell the agency about purchase, closing, renewal, or other deadlines that affect your request.

Access and documents

Use your private resume link or saved device session to access your request. Keep these access details secure and upload only documents you are authorized to provide. A fresh resume link can be requested using the email associated with the request.

Communications

The agency may contact you about your request using the information and preferences you provide. Application text reminders require your opt-in. The form includes options to request help, stop application texts, or indicate that you no longer wish to proceed.

Privacy and address checks

Our client form privacy policy explains information collected through these forms, secure saved progress, and optional Smarty address suggestions and verification.

Availability and help

Saved progress can be resumed, but uninterrupted service is not guaranteed. If you cannot complete a form or have an urgent deadline, contact the agency at elana@insurestr.com.