Having the details to hand makes a first conversation faster and the answers more accurate. Use the sections that match what you are asking about. You do not need everything to get started.
For everyone
Your name, address and a phone number and email you check
Your current policy or policies, if you have them (the declarations page shows coverage, limits and deductibles)
The date any current policy ends
Any claims or losses in recent years, with approximate dates
Auto
Driver's licence numbers and the date each driver was first licensed
Vehicle year, make and model, and the VIN (on the registration or the dashboard)
How you use the vehicle, how far you drive in a year, and whether it is used for work
Any accidents or tickets in recent years
Home, condo or tenant
The address, the year it was built and the type of construction
The age of the roof, wiring, plumbing and heating
Whether it is owned, rented or a condo, and the mortgage lender if you have one
A rough list of your belongings and any valuables such as jewellery or art
Life, disability and critical illness
Date of birth, height and weight, and whether you use tobacco
A summary of your health history and any medications
Your income, debts and any existing coverage, including through work
The people you want to name as beneficiaries
Business and group benefits
What the business does, its revenue and payroll, and the number of employees
Contracts or leases that require a certain kind of coverage
Your current plan, if any, and the number of people who would be covered
Travel
Travel dates, destinations and the people travelling
Any medical conditions and medications, and how long they have been stable
The cost of any prepaid, non-refundable trip costs
Events
The date, the venue and the number of guests
Whether alcohol will be served and which suppliers are involved
What the venue requires
Common questions
Do I need all of this to start?
No. You can start with the basics and an advisor will tell you what else they need. Having it ready just makes the conversation faster.
Where do I find the VIN?
On your vehicle registration or insurance slip, and on the driver's side of the dashboard near the windshield.
General information, not advice or a recommendation. Rules differ by province and by insurer, so confirm with your insurer or a licensed advisor. This page was last checked in November 2026.