Worksheet

Policy Renewal Review

Use this worksheet to compare renewal changes and deductibles. It is a planning aid and not a quote form.

Worksheet inputs

  • Renewal offer, prior declarations, and notices.
  • Claim dates, payout amounts, and repair proof.
  • Inspection requirements or repair requests.
  • Deductible and endorsement changes.

How to use the worksheet

StepWhy
Compare old and new wordingPremium changes often arrive with coverage changes.
Save noticesThe reason for a nonrenewal guides the next quote.
Close repair loopsOpen issues can block eligibility.
Track claim statusClosed and repaired is different from open.