Insurance Review Checklist

Use this checklist before a home, auto, teen driver, flood, life, or bundle review. You do not need every detail ready, and you should not send restricted personal information through the website, but these items can make the conversation faster and more useful.

Home Insurance

• Property address, year built, square footage, roof age, and heating type.
• Recent updates, finished basement, detached structures, pool, dog, valuables, or home business use.
• Closing date, lender information, or renewal date if applicable.

Auto and Teen Drivers

• Vehicles, drivers, usage, commute, current policy, and renewal date.
• Teen driver details, driver training, grades, and vehicles being considered.
• Questions about replacement value, stated value, deductibles, or liability limits.

Flood, Life, and Other Reviews

• Flood zone or lender requirement letters, closing deadline, and property water concerns.
• Mortgage balance, family protection goals, income replacement needs, or long-term care questions.
• Existing policies you want reviewed for gaps, overlap, or possible savings.

Ready to start? Book a quick insurance review or call/text the office at (603) 472-2599.