It’s the most wonderful time of the year!

We know it can be! As we gather with family and friends, it’s the perfect time to consider the year’s accomplishments and the things we put off until 2024!

 

Anyone else making a list and checking it twice?

As you and your family consider your items, please remember to include a quick insurance review.

If you reviewed your account with us in 2023, we thank you!

 

If you did not get to that, please do check in any time! We are closed 12/25/2023 & 1/1/2024 but other than those days, we are here to help.

 

Check out the most frequent 2023 insurance account updates most of our clients are doing:

These are in no particular order! We think all are PERFECT review items for all of our personal insurance clients.

✓ Added and subtracted drivers
✓ Updated home or building to REPLACEMENT COST
✓ Changed my payments to electronic funds to save money
✓ Saved money by increasing my deductibles
✓ Changed my home or property to a TRUST or LLC, and updated my policies with these names
✓ Finally added that Personal Umbrella Policy
✓ Remembered to add specific coverage for that nice piece of jewelry
✓ Confirmed that I included Backup of Sewer and Service Line Coverage to my policies
✓ Got my kids to get their own apartment insurance
✓ Checked in on all my low mileage discounts
✓ Checked that my home alarm system credit was on my policy
✓ Got the new car AND upgraded my liability protection
✓ Reviewed Flood Insurance options

So have you made your list yet?? And Are you checking it twice?? Why not give it an end of year shot??

Please don’t hesitate to reach out to us if you have any questions!