We understand that life is often unpredictable. That’s why we offer insurance that keeps you one step ahead. It’s our job to anticipate potential risks and make sure you’re ready for whatever life brings your way. So whether happens you can rest assured knowing you’re completely covered. Please take a moment to complete the questions below, and we’ll make sure you’re receiving not just insurance, but peace of mind as well.

ANNUAL REVIEW

Personal Insurance Review

Even if you are financially savvy you might stick with the same insurer after your needs have significantly changed, leaving you exponentially exposed to the risks of being underinsured. In fact, less than 50 percent of people say that they receive an annual review of their personal property and casualty insurance program. Protect your hard-earned assets by working through this comprehensive checklist annually and close any potential gaps in coverage.

Have you bought/sold a home or rental property since last assesment?
Have you bought/sold a car since last assessment?
Have you bought/sold/aquired any high value items since last assessment?
Are all licensed driver listed as drivers on the auto policy? Including new drivers?
Have any children gone off to college more than 100 miles from home?
Have you had any shift in personal status- marriage, parenthood, divorce, death?
Have you recently payed off your mortgage?
Have you made any improvements/betterments to your home?
Is your home in a trust?
Have you a member of a board?
Have you started to drive for a ride share such as UBER?
Has your commute changed? (train vs. driving to work)
Is your buisness run out of your home?
Do you own any rental properties?
Do you own any recreational vehicles?
Since last assessment have you gotten a dog?
Since last assessment have you hired household staff?
Would you like a life insurance quote?
How would you rate our service?