After you finish
Save the completed worksheet with the quote, policy, lease, or claim file it relates to. Revisit it after a move, renewal, major purchase, or loss.
Worksheet
| Renewal item | Current | Change needed? |
|---|---|---|
| Personal property limit | ||
| Liability limit | ||
| Deductible | ||
| Valuation method | ||
| Scheduled property | ||
| Roommates/household | ||
| Discounts |
Review Before Auto-Renewing
Use renewal as a scheduled check of limits, deductible, endorsements, and household changes.
- Re-estimate belongings after large purchases.
- Review new lease requirements.
- Compare at least one like-for-like quote if price changed materially.
- Keep the old and new declarations pages.
Related Reading
Printable ChecklistsUse practical worksheets for shopping, claims, and renewals.Quote PreparationGather the details insurers usually request.Renters Insurance ClaimsPrepare documents and know what to ask during a claim.What Renters Insurance CoversCompare belongings, liability, medical payments, and temporary housing.
Reference Sources
Use public insurance resources and your policy documents to confirm definitions, consumer contacts, and coverage limits before buying or filing a claim.