Insurance Renewal Checklist

Reviewing Your Home & Auto Insurance Renewal

An important part of your financial well-being is investing time into reviewing your insurance.  The best time to review your insurance is annually at each renewal because lifestyle changes happen frequently.  What might seem small or insignificant, could have major implications on your insurance policy.  So how are you supposed to know what’s important enough for insurance consideration? And, what is too much information for the insurance company to know?

As your insurance broker, our job is to partner with you, to help get you through the insurance fine print.  We enable a safe dialogue to help you explore the “what if” scenarios in life. We’re here to discuss insurance – on your terms.

We have prepared a Renewal Checklist and Did You Know (💡 DYK) tidbits to help identify some of the most common insurance needs.