Five Minute Checkup

Five Minute Insurance Check-up Are you ready for a quick insurance checkup?  

Chances are, your life changed in some way since last year. Make sure your insurance protection is up-to-date by taking our Five Minute Insurance Checkup.Life events like welcoming a baby, getting married, or retiring are all indicators you may need to update your insurance. Big purchases can impact your insurance, too. If you invested in big-ticket items like a home remodel or expensive jewelry and didn’t notify your insurance company, you may have insufficient coverage.Did you know? Unreported life events cause 33% of unpaid claims every year! We don’t want you to be part of this statistic!Even if you haven’t experienced a life-changing event, you could be eligible for new discounts. One of our favorite new discounts is for “smart home” technologies like Nest Protect and other self-monitoring safety devices. Don’t worry, our Five Minute Insurance Checkup includes a discount checklist, too!After you complete the Five Minute Insurance Checkup, we’ll review your policies to make sure they’re still the best insurance solution for you. Be sure to indicate how you prefer we contact you – by phone, email, or text message – and we’ll be in touch with our recommendations.Thank you for being proactive about your insurance protection!

General Discount Checkup

The following discounts may apply to your home or auto insurance policies.  Select all that apply:

  • AAA
  • Professional Association Discount: Architect, Attorney, CPA, Dentist, Doctor, Educator/Teacher, Engineer, Nurse, Pharmacist, Veterinarian
  • New Roof
  • Home Security System Monitored Fire and/or Burglar Alarm
  • Green Home
  • Good Student B+
  • Hybrid Vehicle

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