LIFE’S CHECKLISTS · FREE WORKSHEET
Insurance renewal question sheet
Use your actual documents and the organization’s current instructions. Record questions and confirmations; this worksheet does not establish rights, eligibility or deadlines.
First read the completed example. Then write your own answers in the blank sections. If you do not know an answer, write what you need to ask. Official applications may require their own forms.
Completed example
This is a fictional practice entry. Write your own details in the blank sections below.
- Policy type
- Renters policy
- Renewal notice
- Notice saved October 15
- Coverage / exclusion question
- Did the personal-property deductible change?
- Written quote
- Comparable written quote requested
- Office-confirmed deadline
- Insurer confirmed October 31
- Decision / next action
- Ask insurer to explain change before deciding
Date: ____________________
Item 1
Renewal notice
Coverage / exclusion question
Written quote
Office-confirmed deadline
Decision / next action
Item 2
Renewal notice
Coverage / exclusion question
Written quote
Office-confirmed deadline
Decision / next action
Item 3
Renewal notice
Coverage / exclusion question
Written quote
Office-confirmed deadline
Decision / next action
Item 4
Renewal notice
Coverage / exclusion question
Written quote
Office-confirmed deadline
Decision / next action
Notes: