Family
- Marital status
- Baby
- Pet
- Teen driver
- College student
- 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
- Extended international travel
- Quit smoking
Renewal Checklist
- Take inventory
- Note any changes you've experienced during the current policy year
- Contemplate any future plans you have for the new policy year
- Reach out to your agent
- Discuss your policy renewal terms
- Address any policy changes
- Verify if you are eligible for any possible savings
- Complete any outstanding tasks
- Sign any necessary renewal documents
- Complete any required inspections and/or updates
- Make your renewal payment
- Open your calendar
- Add the policy effective date to document when any changes take effect
- Add any payment plan due dates to prevent cancellation
- Add the policy expiration date to note when your next renewal will occur
- Enjoy the peace of mind that comes with personalized and effective coverage!
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!
