Jallad Blog

Your policy expiration date is fast approaching, and it is time to start thinking about your renewal.  It is important to evaluate changes that may have occurred in the past year that might affect your insurance needs.  To get your wheels turning, we've prepared a list for you - just one more way that we’ve got you covered!

Family
  • Marital status
  • Baby
  • Pet
  • Teen driver
  • College student
Assets - bought/sold
  • Vehicle - car, motorcycle, boat, RV, ATV, golf cart, etc
  • Primary or investment property
  • Home improvements or additions – roof, windows, plumbing, AC, water heater, electric, hurricane protection
  • Change in mortgage lenders/lien holders
  • Personal items - jewelry, collectibles, electronics
  • Business
Lifestyle
  • Extended international travel
  • Quit smoking
We know this isn't a comprehensive list, so please let us know anything else that may have happened over the past year.  We are looking forward to hearing more about your year and making sure we help set you up for success this coming year!

Renewal Checklist
  1. Take inventory
    1. Note any changes you've experienced during the current policy year
    2. Contemplate any future plans you have for the new policy year
  2. Reach out to your agent
    1. Discuss your policy renewal terms
    2. Address any policy changes
    3. Verify if you are eligible for any possible savings
  3. Complete any outstanding tasks
    1. Sign any necessary renewal documents
    2. Complete any required inspections and/or updates
    3. Make your renewal payment
  4. Open your calendar
    1. Add the policy effective date to document when any changes take effect
    2. Add any payment plan due dates to prevent cancellation
    3. Add the policy expiration date to note when your next renewal will occur
  5. Enjoy the peace of mind that comes with personalized and effective coverage!
Time to Re-Focus
Many people contemplate the past year and make plans for their future on New Year’s Day. But what about starting some now, at the start of your upcoming policy term?  It’s a great time to set new goals and see what you can accomplish in next 6-12 months!

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