Policy Renewal Review

We want to ensure that your coverage continues to fit your needs as life changes. That’s why we reach out around this time each year to review your policy, check for any updates, and make sure you’re getting the best protection possible.

You have two simple options to complete your review:

Schedule a Call: Pick a time that works for you, and we'll call to discuss your policy in detail.
Fill Out a Quick Form: If it’s more convenient, provide us with updates on your own time, and we’ll take care of the rest.

Either way, this review is all about making sure you’re ready for the next year.

Choose What Works Best For You Below

Schedule A Call With A Client Advisor

Complete A Form On Your Own Time

Schedule a Time To Talk With Us & Review Your Policy

Or Fill Out Our Renewal Form

If you'd prefer not to schedule a call, you can easily provide the information we need by filling out the form. Once we’ve reviewed it, we’ll reach out by text if there’s anything that needs further discussion.

Policy Renewal FAQs

Why do I need to do a review?

Life changes quickly. A quick, 10-minute review with a licensed insurance professional helps ensure your coverage is always up to date. Whether you've bought a new home, added a driver to your policy, or experienced other changes, your insurance may need adjustments.

Without a review, you could be left without the coverage you truly need—leaving you exposed when filing a claim. We’re here to make sure that doesn’t happen.

How long does a review take?

How to Prepare for Your Policy Review

Preparing for a policy review is simple. All you need to do is think about any recent changes in your life—like buying a new car, adding a family member to your household, or changes in your job or home. During the review, we’ll guide you through everything to make sure your coverage still fits your needs.

No complicated paperwork or long forms—just a quick chat to ensure you're protected where it matters most.

What happens after the review?

What questions will you ask me?

A policy review is all about making sure your coverage is right for your current situation—it’s not an interrogation. Here’s a quick look at the types of questions we ask to keep things simple:

Have you purchased any new vehicles?
Are there new drivers in your household?
Have you changed jobs recently?
Made any improvements to your home?
Purchased any high-value items?

These questions help us ensure your coverage stays relevant and protects what matters most.

Am I required to do a review?

What if I don’t have any changes to my policy?

Who will be doing the policy review?

One of our licensed and experienced client advisors will conduct your policy review. Their purpose is to ensure you fully understand your coverage and to make sure you’re protected as thoroughly as possible. They’re here to answer any questions and offer personalized advice to keep your coverage aligned with your needs.