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Learn & Plan

Personal Insurance Review Kit

A Personal Insurance Review is an opportunity for you and your agent to work together to make sure your insurance program is up-to-date based on your individual needs and the changes happening in your life. Your agent assists by performing a comprehensive review of your current circumstances that includes:

  • Updating your current contact information and preferences
  • Identifying changes in your insurance needs due to changes in lifestyle or life stage
  • Gathering information about your major purchases, or anything else that is important to you
  • Recognizing gaps or overlap in coverage to ensure you have the right amount of coverage
  • Discovering current or upcoming changes to your property (new additions, decks, remodels, etc.)
  • Determining if additional protection is needed to help round out your insurance program
  • Informing you of ways to help save money through eligible discounts and available deductibles
  • Education surrounding ways to better shield your property, belongings and family's financial well being

We recommend an annual or bi-annual Personal Insurance Review between you and your agent.

For more information about a Personal Insurance Review, please contact your local American Family Insurance agent.

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