Five things to do when you switch insurance carriers



So, you’ve kicked your old insurance company to the curb, and you’re all jazzed up about your new carrier. Here are 5 things to do as soon as you have made this change.

  1. The absolute FIRST THING you need to do – and do IMMEDIATELY – is to put a paper hard copy of proof of your new insurance in your glove box(es). You ABSOLUTELY NEVER want to just have a digital copy on your phone. For more information, please go here.
  2. Then you want to install your new carrier’s app on your phone. Your agent might be the greatest guy in the world – I’d like to meet him some time – but there are several reasons you’ll want to have direct access to your carrier. For more information, please go here.
  3. With this in mind, you will also want to store your carrier’s claims and service numbers in your contact list. For more information on points 2 & 3, please go here.
  4. If you have opted for a tracking app to monitor your driving habits, you will want to download that app to your phone.
  5. And, finally, your carrier will email you links to your new policies. This information will also be available on your app. Save copies of your auto, home, umbrella, and business policies! Should you decide to switch insurance, a GOOD AGENT will want to review your current policies with you to make sure he matches your current levels of coverage. And commercial carriers will require you to provide this information. This will make it easy to access and forward this information.

I hope this helps simplify your life.

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Doug Newman
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