Annual Policy Review Checklist

Life changes. Your insurance should too. Check off anything that's changed in the past year and we'll show you what needs updating.

Vehicles & Driving

Bought, sold, or leased a new vehicleAdded a new driver (teen, spouse, etc.)Significant mileage change (remote work, new commute)Got a ticket or had an accidentBought a motorcycle, boat, or ATV

Home & Property

Completed a home renovation or additionBought or sold a homeHome value increased significantlyReplaced your roofStarted a home-based businessAdded a pool, trampoline, or deckGot a new pet (especially certain dog breeds)

Family & Life

Had a baby or adopted a childGot married or divorcedChild left for collegeRetired or changed jobsMajor health change

Financial & Business

Significant income increase or decreaseStarted or closed a businessAcquired valuable assets (jewelry, art, collectibles)Major investment changes (rental property, etc.)Started a side gig (delivery, rideshare, freelance)

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