Start the Year with an Annual Coverage Review
The New Year is a great time for an annual coverage review. We’re here to help determine whether your current portfolio fits your needs. Your current family, home, and career status should be reflected in all of your policies.
Every year, many of us make New Year’s resolutions. The most popular are usually goals like get in shape, lose weight, spend more time with family and friends, and save more/spend less. While most New Year’s resolutions are abandoned sometime in the first few months of the year, talking with your insurance agent can make keeping at least one of them a little easier.
Use This Checklist
Start with this short checklist to gauge whether your insurance needs may have changed. If you answer “yes” to any of these questions, we’re here to help.
- Have you gotten married or divorced, or had a baby?
- Has anything changed with your household’s drivers or vehicles?
- Have you added to or updated your home?
- Have you made any big purchases, such as jewelry or fine art?
- Have you moved?
Get a More Complete Review
A complete annual review includes a few additional questions. If you didn’t answer yes to any of these, but still have questions, click here for a quote or give us a call to make sure you’re coverage stays on track for the new year!