Creating the Quote Request Letter: Cover Page

Welcome, to my personal insurance Review and Update! So far I have worked out the details of our Personal Assets and gathered all the relevant paperwork, and have all the current insurance policies, details, appraisals and other documentation. I won’t actually need most of this paperwork to start the Quoting process, but want to have the chance to review everything and have the papers all in one spot if we do decide to change our insurance carrier. It’s not uncommon especially for Auto Insurance to be asked to provide proof of prior coverage. I also have my household inventory completed … Continue reading

Insurance Review and Update: The Important Paperwork

In this series of Blogs I am sharing my own Personal Insurance Update and Review. So far I am still in the gathering stage. I am working on determining our actual Assets since this is one of the most important things for our family to protect. Now I need to find all the important papers. Lucky for me my husband files everything and never tosses out any important documents. Of course, the 15 boxes of papers we keep stored is a different issue–but, sometimes I don’t mind! When reviewing our insurance I am actually very happy to have all the … Continue reading