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Summertime: The Top 11 Things our Clients Forget to Share With Us!

By cherlihy@herlihygroup.com on August 12, 2024

At Herlihy Insurance Group, we love the job of assisting our clients with suggesting coverages that are just right for them.

Since none of our clients are the same, it is important that we know just enough about them to make the best recommendations. How can we do this? We need their help!

Many times our clients do not realize that they may need an update to their insurance program when something in their life changes.

Here is our agency list of the TOP things our clients forgot to share with us this summer!

They’ve moved out of their home and are now renting or renovating
Their home has been transferred into the name of a trust
They have a new driver in the house
They celebrated a wedding and moved in with their partner
Their car has been sold
Their car is garaged in a summer location
Their home or garage have had additions completed
Their mortgage information has changed
They bought a boat, Jet Ski, golf cart, ATV, or other recreational item
They added a jewelry item to their collection
Their email address has changed

So when you are thinking about any changes in your home or business life, don’t forget to keep your insurance advisor in the loop!

Enjoy the rest of your summer!

Posted in Business Insurance, Drivers, Family, Home Insurance, Household Members, Insuring Valuables, Jet Ski Insurance, Jewelry, New Driver, New Home, Personal, Vacant Home.

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