Your preparation checklist.

Check off the items as you go. These checkboxes stay on this page and are not sent to Pilcher.

Compare your new premium, deductibles, limits and exclusions with the previous year.Note home renovations, new structures or changes in household members.Review vehicles, drivers, commuting and how each vehicle is used.Describe valuable purchases, business activity, rentals or other changes.Ask about dwelling rebuilding estimates and personal-property limits.Review liability protection and ask whether an umbrella policy is relevant.Update contact information and life insurance beneficiaries where applicable.

Worth knowing

This checklist prepares a conversation. Your agent will review the policy terms and your circumstances before recommending changes.

California Department of Insurance: residential insurance ↗

Talk through my situation ↗

A check-in for the life you have now.

Your preparation checklist.

Worth knowing