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Shelby Smith Granese - Now here's my shout out to Matt L and Source Insurance Group for saving me a ton of $$$ on home/car/personal insurance!!! Thanks Matt!!! Woot!
Shelby Granese
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Breathing New Life Into Your Insurance Policies
 

As time goes by your life and everything within your life changes.  It's unlikely you're in the same position that you were 5 years ago, but have your insurance policies changed accordingly?  Changes occur in the insurance industry just as much as your life.  Rate changes, new laws, new products--all of these and more come together to offer new and better options for your insurance coverage.  A Comprehensive Policy Review should become an annual assessment for you and Source can offer you that unbiased analysis you need.

 

Like any other financial asset, your insurance should be evaluated every so
of
ten to ensure that:

   

Your policy is still on track to meet your needs

Fits your current situation
  

You have the most appropriate and competitive policy available

  

By evaluating your existing policies, reasons for the initial purchase, and your current needs and goals, we are able to uncover all the available options for you to enhance the benefit and cost effectiveness of your coverage.  No matter how subtle the changes in your life may be, everything and anything can affect your coverage needs in significant ways and can often go unnoticed.

 

Features of a CPR Inlcude:

An outline of your current policy(ies) providing a current representation of exisiting coverage and how it's estimated to perform in the near future

Review of the overall structure of the policy including: ownership, beneficiary and payment methods realtive to your objectives

 

Evaluation of the underwriting class on the original policy

 

Assessment of possible rate class improvements

 

A summary of how changes in interest rate, cost of insurance and how any combination of these two variables may affect future policy performance

 

An evaluation of the financial strength of the insurance carrier

 

An objective evaluation on whether there is a more cost-effective and reliable way to help you obtain your current and future needs and objectives.

A CPR will generate one of the following conclusions:

Current Policy(ies) Performing AS/OR Better Than Expected - the policy review shows   everything to be consistent with your current needs.  Performance and coverage should still be reviewed annually to continue to ensure your current needs are met.


Current Policy(ies) Underperforming But Could Allow Adjustments - the current policy could be improved to bring it to the original anticipated performance levels.  We will work together to adjust premiums, coverages or both to accomplish your goals.

Current Policy(ies) Require Upgrade - If fitting, alternate policies may be considered.  We work together to review alternative policies to determine if selected choices meet your needs.

Call Source Today for your FREE, NO OBLIGATION Comprehensive Policy Review!

 


 

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