Schedule A Annual Policy Review

Name

Email

Cell phone number

Date

Time

Please note, when you request the policy review we will do our best to contact you at your preferred time. Should your phone not answer or be busy, we will leave an email that we attempted to call and do your policy review. It will then be up to you to contact us.

 Policy reviews generally will take between 5 and 10 minutes. My agents will go over your coverages, deductibles and answer your questions. My agents will also ask you about any changes that have been made throughout the year that might affect your policy.

 It would be helpful for you to have your policies in front of you when we do the review so you can make notes or ask specific questions about your coverage. Also as part of the review our agents will ask about perhaps other policies such as auto insurance, rental homes, umbrellas, etc. so they can coordinate your coverage and make better recommendations. We look forward to doing your review and thank you for requesting a review.