Bring these documents
Bring your declarations pages, renewal notice, relevant endorsements, and any non-renewal notice. For a household review, include home, auto, umbrella, and other policies that may interact.
Questions worth asking
Ask which limits and deductibles apply, what has changed since the last renewal, what exclusions or conditions deserve attention, and what information an insurer needs to evaluate an option.
Arrange a time
Call or email to arrange a convenient time for a policy review.