Your coverage review checklist
- List current auto, home or renters and umbrella policies.
- Review health, life and disability coverage questions.
- List business activities, employees, vehicles, property and cyber exposures.
- Check policy dates, deductibles, limits and exclusions.
- Note recent family, work, property or business changes.
- Bring questions and request a review before changing or canceling coverage.
Use your browser’s print command to keep a copy. An unchecked item is a discussion point, not proof that insurance is required or that a gap exists.