Review before you renew
A quick conversation before a small detail becomes a big one.
Every client is invited to a 20-minute review about 45 days before renewal, by phone, video, or at our office.
How the review works
We mail a postcard and send an email with a link to pick a time. Then we take twenty minutes to look at the changes that can affect your coverage or your premium.
Every review ends with a one-page summary of what changed and what stayed the same.
Your review checklist
Life moves. Your policy should keep up.
- ✓A new driver in the house, including when to add a teen with a learner’s permit
- ✓A child away at college more than 100 miles from home without a car
- ✓A paid-off car where collision may not be worth it anymore
- ✓A new roof or updated wiring that could lower the home premium
- ✓A finished basement without water backup coverage when the sump pump quits
- ✓A new kitchen, bathroom, or addition that changes rebuilding cost
- ✓Jewelry, guns, or collections worth more than the policy limit
- ✓A home business or short-term rental
- ✓Whether home coverage still matches what it would cost to rebuild today
“The renewal review caught that our new kitchen was never added to the home policy. That would have been a hard conversation after a fire.”Tom S., Rothschild
Your renewal deserves more than an automatic payment.
Request a review and we’ll help you look at the details before your next renewal.
Pick a time for your review
Or call Dale at (715) 555-0143. A review never costs you a fee.