Instant Download · $27
Annual Insurance Review Kit
A complete coverage audit system covering home, auto, life, health, and business. Run it once a year. Catch the gaps before a claim does.
$27
One-time · Instant download
Get the Review Kit — $27
✓ 30-day money-back guarantee · ✓ Instant delivery · ✓ No subscription
What’s Included
Everything you need — ready to use immediately.
- ✓5 Coverage Audit Checklists (One Per Line)Separate fillable checklists for Homeowners, Auto, Life, Health, and Business insurance — each covering the questions most people never ask their agent.
- ✓Premium Benchmarking WorksheetCompare what you’re paying against Texas market averages by coverage type. Identify lines where you’re likely overpaying and should re-shop.
- ✓Life Event → Coverage Update Trigger MapA reference card of 18 life events (marriage, new child, home purchase, business launch, etc.) and which policies each one requires you to update.
- ✓Carrier & Agent Performance ScorecardRate your current carriers and agent on responsiveness, claim handling, and coverage accuracy. Know when it’s time to switch.
- ✓One-Page Coverage Summary TemplateA fillable one-page document listing all your active policies, carrier contacts, policy numbers, limits, and renewal dates — everything in one place.
This Is For You If…
You haven’t reviewed all your coverage in the last 12 months
You’ve had major life changes (marriage, kids, home purchase, new business)
You want a system for staying properly insured year over year
You’re paying multiple insurance bills and have no unified view
One Hour a Year. Full Coverage Confidence.
This kit gives you a complete annual insurance system. Run it every January. Know exactly where you stand — before something happens.
Get the Review Kit — $2730-day money-back guarantee. No questions asked.