Why You Should Schedule An Annual Review of Your Insurance Policy

We care about you, which is why we check in with you every year. We want to know how YOU are doing, as well as how your family is, your job, and find out if there is anything we can do to support you in your life or endeavors. Being a family owned Agency for the past 16 years, we consider you an extension of us and your success is a part of ours.

We also know that a part of being secure and protected by your coverage means reviewing your insurance policy every year. You should want to review it yearly as well! Changes in commute, can save you money. Expensive purchases, such as jewelry, instruments, furs, collectables, can be protected.  Money spent on remodeling can be covered in case of an accident. Increased liability risk should be evaluated so you know if you got a new pool or a pet you can rest assured there are no gaps in coverage.

We are here to educate you on insurance, so you understand your policy, so there are no surprises, and you can feel confident in your insurance  policy.

We are also happy to review your insurance needs even if you do not have a policy with us. Companies that don’t frequently review your insurance policy can miss adjusting policies as changes occur in your life and home. Business insurance can accidently misclassify employees, companies can be accidently underinsured (or over insured and paying too much), or agencies can fail to not adjust to a company’s higher income (and liability). This is a service we currently offer free of charge; It is our pleasure to help educate our clients and those they love on this –at times overwhelming—industry.

There is a lot more to insurance then what you see at face value, we take the time to study and understand it so we can help you get the information and answers you need that apply to your life.

If you haven’t been reviewing your insurance coverage each year, it makes sense to start today. There is very little to be gained by carrying the wrong types or amounts of insurance — and much, potentially, to be lost.

You don’t have to wait for us to call you either! Call us today to schedule an appointment:

916-966-2143