Welch Company
San Francisco, CA


S U M M A R Y


DIARY: March 23, 2011 07:27 AM Wednesday; Rod Welch

AAA quote annual car insurance.

1...Summary/Objective
2...Car AAA Insurance Cost Estimate


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CONTACTS 

SUBJECTS
Insurance Car Notice Annual Rate Change Increase to $1,035 Reduced t

1703 -
1703 -    ..
1704 - Summary/Objective
1705 -
170501 - Follow up ref SDS 5 0000, ref SDS 3 0000.
170502 -
170503 -
170504 -
170505 -
170507 -  ..
1706 -
1707 -
1708 - Progress
1709 -
170901 - Millie signed pink slip for her car, prior to death on 100729 0510.
170902 - ref SDS 2 EK4I  She probably did this on Tuesday, when she got up to
170903 - do some chores and paid some bills, reported on 100728 1016.
170904 - ref SDS 1 2O9G
170906 -  ..
170907 - Meeting with Daneen at AAA, planned in the call on 100811 1512,
170908 - ref SDS 3 GP8M, updated account information for the car insurance,
170909 - reported on 100812 1000. ref SDS 5 X65H, removing Mil's name due her
170910 - death on 100729 0510. ref SDS 2 EK4I  Insurance premium through 110401
170911 - was paid by Mil in May, shown by receipt in the record on 100811 1512.
170912 - ref SDS 3 U16G
170914 -  ..
170915 - AAA letter showing evidence of coverage showing AAA policy number
170916 - reported in record on 100812 1000. ref SDS 5 WN8J
170918 -  ..
170919 - AAA membership card also reported on 100812 1000. ref SDS 5 WH8N
170921 -  ..
170922 - Car registration was paid a few weeks ago for annual renewal $100
170923 - through until May 2012, reported on 110219 1500 ref SDS 7 K48H
170924 -
170926 -  ..
170927 - Car AAA Insurance Cost Estimate
170928 -
170929 - Follow up ref SDS 7 S16G.
170930 -
170931 - Yesterday, received mail from AAA notifying insurance coverage
170932 - for 2011 will cost...
170933 -
170934 -                          $1035
170936 -  ..
170937 - Local telephone.............................. 925 808 6201
170939 -  ..
170940 - AAA Policy Declarations...
170941 -
170942 -    1.  Declarations type......................... Renewal Certificate
170943 -    2.  Policy type............................... Member
170944 -    3.  Process Date.............................. 110317
170956 -     ..
170957 -    Coverages and Premiums
170958 -
170959 -        Coverage            Liability Limits          Deduct  Premium
170960 -                           Each Person   Occurrance
170961 -
170962 -    8.  Bodily injury         100,000     300,000              $ 170
170963 -    9.  Medical payments        5,000                             55
170964 -   10.  Property damage                    25,000                186
170965 -   11.  Comprehensive       Actual Cost                $100      108
170966 -   12.  Collision           Actual Cost                $250      460
170967 -   13.  All risks           Actual Cost                   no coverage
170968 -   14.  Total Premium........................................ $1,031
170970 -         ..
170971 -   15.  Automobile death benefits                                  4
170973 -         ..
170974 -   16.  Premium summary...................................... $1,035
170975 -
170976 -            [On 110329 1544 received amended AAA Declaration, but
170977 -            quoting $289, ref SDS 8 MX86, nearly $800 less than AAA
170978 -            initial quote, and $500 less than Daneen's telephone quote,
170979 -            per above. ref SDS 0 0165
170980 -
170981 -
170983 -  ..
1710 -
1711 -
1712 - 0814
1713 -
171301 - Called Geico
171302 -
171303 -                            800 861 8380
171305 -  ..
171306 - Talked to Melody
171308 -  ..
171309 - Melody quoted........................................ $807
171311 -  ..
171312 - This is for same coverage offered by AAA, and includes road service.
171313 - ref SDS 0 D25L
171314 -
171315 -
171317 -  ..
1714 -
1715 -
1716 - 0845
1717 -
171701 - Called Daneen at AAA.
171702 -
171703 -                           925 808 6201
171705 -  ..
171706 - Daneen reduced the annual cost for car insurance to about $780, based
171707 - on reduced driving to about 6000 miles per year, which is 500 miles
171708 - per month.
171710 -  ..
171711 - Daneen will submit a new declaration based on revised quote.
171712 -
171713 -            [On 110329 1544 received amended AAA Declaration, but
171714 -            quoting $289, ref SDS 8 MX86, nearly $800 less than AAA
171715 -            initial quote, and $500 less than Daneen's telephone quote,
171716 -            per above. ref SDS 0 0165
171718 -  ..
171719 - She increased dedctable for collission from $250 to $500.
171721 -  ..
171722 - Daneen also increased property damage from $25,000 to $50,000.
171723 -
171725 -  ..
1718 -
1719 -
1720 - 1425
1721 -
172101 - Received letter from GIECO saying...
172102 -
172103 -    1.  Subject: GEICO Rate Quote Request: 0891cc7e-4c71-48b6-ba8a-7c890928d17b
172104 -        Date: Wed, 23 Mar 2011 10:23:18 -0400 (EDT)
172112 -         ..
172113 -    2.  Rod this is your auto insurance quote printed on * Mar 23, 2011 10:23 AM
172114 -        (Reference number 210323K1229811)*
172116 -         ..
172117 -    3.  How to purchase this policy?
172119 -         ..
172120 -    4.  By phone, 24 hours a day, by calling 1-800-841-5660.
172122 -         ..
172123 -    5.  Drivers on your quote:
172124 -        Rod
172125 -        CONCORD,  CA  94518
172127 -         ..
172128 -    6.  Your 6-month rate is $403.80.  You can make one full payment when you purchase
172129 -        your policy, or, please refer below to the flexible payment options available
172130 -        to you.
172132 -         ..
172133 -    7.  Note:  There may be additional service fees which vary by state
172134 -        and the payment plan you select.  Additional state or local
172135 -        charges apply in some locations.
172137 -         ..
172138 -    8.  Coverage                              Limits             Deductable   Cost
172139 -        2002 MERC SABLE GS
172140 -        Bodily Injury Liability(BI)           $100,000/$300,000               $82.20
172141 -        Property Damage Liability(PD)         $25,000                         $77.00
172142 -        Medical Payments(MED)                 $5,000                          $19.20
172143 -        Uninsured & Underinsured Motorist     $100,000/$300,000               $25.70
172144 -        Comprehensive(COMP)                                          $100     $28.00
172145 -        Uninsured Motorist Property Damage
172146 -        Collision(COLL)                                              $250    $145.80
172147 -        Emergency Road Service(ERS)                                            13.00
172148 -        Rental Reimbursement(RR)              $25/day, $750 max per claim     $12.00
172149 -        Mechanical Breakdown Insurance        Not included
172151 -         ..
172152 -    9.  IMPORTANT MESSAGES
172154 -         ..
172155 -   10.  We rely on your accurate statements to provide you with a
172156 -        quote.  However, we will verify your information through motor
172157 -        vehicle and claim reports, if you decide to purchase a policy
172158 -        from us.
172160 -         ..
172161 -   11.  Please note that this rate quote does not provide coverage for
172162 -        customizations to your auto.  If your vehicle is customized,
172163 -        please call us.
172165 -         ..
172166 -   12.  Uninsured Motorist Property Damage coverage is not available
172167 -        with Collision coverage in your state.
172169 -         ..
172170 -   13.  If you pay your premium in installments, each installment may
172171 -        be subject to an additional fee.
172173 -         ..
172174 -   14.  Additional limits may be available.  If you need a quote for a
172175 -        limit not shown, please call us.
172177 -         ..
172178 -   15.  Coverage is subject to the terms, limits and condition of the
172179 -        policy contract.
172180 -
172182 -  ..
1722 -
1723 -
1724 - 1520
1725 -
172501 - Sent letter to Melody at GEICO saying...
172502 -
172503 -    1.  Subject: Re: GEICO Rate Quote Request: 0891cc7e-4c71-48b6-ba8a-7c890928d17b
172504 -        Date: Wed, 23 Mar 2011 15:24:54 -0700
172511 -         ..
172512 -    2.  Thanks on quoting a price for car insurance in the amount of
172513 -        $807 per year, shown in your letter earlier today. ref SDS 0
172514 -        HG3N This is a competitive rate.  I appreciate GEICO competing
172515 -        for the business.
172517 -         ..
172518 -    3.  Millie and I have traded with AAA since 1984.  After our call
172519 -        this morning, Daneen quoted a revised rate of $750, about $300
172520 -        less than the initial quote received in the mail yesterday.
172521 -        Based on length of service and competitive rate, I am renewing
172522 -        with AAA.
172524 -         ..
172525 -    4.  Thanks again for your excellent offer.
172526 -
172533 -
172534 -
172535 -
172536 -
172537 -
172538 -
1726 -