Choose a guide
Use the declarations-page guide before a review, the non-renewal guide when a notice arrives, and the home or umbrella checklists when comparing options. Guides are available on this site without a download, form, or email gate.
Printable resources
Choose a guide to print.
Declarations Page Checklist
A printable checklist for reviewing the summary pages of an insurance policy.
Open printable guide →Home Insurance Non-Renewal Checklist
A printable checklist for organizing a California home insurance non-renewal response.
Open printable guide →Home Insurance Review Checklist
A printable checklist for preparing questions about a homeowners policy.
Open printable guide →Umbrella Insurance Checklist
A printable checklist for questions about personal umbrella coverage.
Open printable guide →