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Insurance renewal checklist

Policy Information

Review current policy coverage and limits

Confirm renewal date

Check for any changes in policy details

Premium Payment

Verify premium amount for renewal

Confirm payment method and due date

Set up automatic payments if desired

Coverage Needs

Evaluate current coverage needs

Consider any changes in assets or liabilities

Discuss additional coverage options with insurance agent

Discounts and Savings

Inquire about available discounts or savings

Review bundling options with other insurance policies

Ask about loyalty discounts for long-term customers

Claims History

Review any past claims filed

Discuss impact on renewal premium

Provide any necessary documentation for claims

Contact Information

Update contact information with insurance provider

Provide any changes in mailing address or email

Confirm preferred method of communication for policy updates

Policy Review

Schedule a policy review with insurance agent

Discuss any concerns or questions about coverage

Make any necessary updates or changes to policy

Renewal Confirmation

Receive confirmation of renewal from insurance provider

Review new policy documents for accuracy

Keep a copy of the updated policy for reference.

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