If you can’t remember, you’re not alone. Many homeowners go years without checking their coverage, only to find out too late that they’re underinsured, overpaying, or missing out on discounts.
A quick insurance review can help you avoid gaps, stay protected, and possibly save money.
What Is an Insurance Review?
An insurance review is a simple, no-pressure process that takes a fresh look at your current policies to ensure they still match your needs. It typically includes:
- A coverage check-up
- Risk assessment
- Identification of potential gaps
- Policy updates and quote comparisons
It’s also an opportunity to ask questions and get clarity on what your policies cover, especially after any life changes.
Benefits of a Regular Insurance Review
Insurance isn’t a one-and-done deal. Here’s why regular reviews are important:
- Discover gaps in coverage you didn’t realize existed
- Ensure you’re not overpaying for outdated or unnecessary protections
- Learn about new discounts or products that may now apply
- Stay aligned with your needs as your home, assets, or lifestyle change
- Improve your claims experience by making sure you’re properly prepared
A little time now could prevent big problems (and big bills) later.
When Should You Schedule a Review?
There’s no one-size-fits-all answer, but here are a few ideal times:
- During policy renewal (annually or biannually)
- After major life events: new home, marriage, new car, retirement, etc.
- When you start a business, expand property, or add drivers to a policy
- If you’ve recently renovated, upgraded, or added valuables to your home
Basically, if your life changes, your insurance should probably change too.
Our Simple 4-Step Review Process
- Reach out through our portal or give us a call
- We discuss your current coverage and needs
- We compare options and make recommendations
- Finalize updates online or in-person—whatever works best for you
No pressure. No sales pitch. Just smart advice and peace of mind.
How Leavitt Piedmont Can Help
We can help with the following:
- Clarify what your current policy does and doesn’t cover
- Identify possible savings or missed discounts
- Recommend updates based on your goals or life changes
- Compare options from multiple carriers
- Support you through any necessary updates or claims
Request Your Free Insurance Review Today
Your insurance should change with your life, not be left on autopilot.
Let’s make sure your policy is still working for you. Contact us today to schedule your free review.
