Coverage Review

When should you review your insurance?

Insurance should change as your life and business change. A regular review can help uncover outdated limits, missing coverage and policies that no longer match your needs.

Personal & Family Changes

Buying, selling or significantly remodeling a home
Getting married, divorced or combining households
Adding a new driver or vehicle
Welcoming a child or becoming an empty nester
Purchasing jewelry, collectibles or other valuable property
Changing jobs, income or retirement plans
Taking on significant new debt
Starting a home-based business

Business Changes

Moving to a new location or adding a location
Buying vehicles, equipment or significant property
Hiring employees or changing payroll
Adding products, services or new types of work
Signing major contracts or leases
Changing ownership or legal structure
Growing revenue or inventory substantially
Increasing your reliance on technology or customer data

A Good Habit

Review your insurance at least once a year.

Even when nothing dramatic has changed, an annual conversation is a good opportunity to confirm that your limits, deductibles, property values and liability protection still make sense.

Request a Coverage Review