The one-pager
Client Coverage Check-Up
Five gaps to check in your plan before renewal. Every big insurer hands one of these to consumers. Now you hand one to yours.
This is the meta-tool: not for you, for your clients. A clean, plain-English one-pager they read in three minutes and come back with questions — which is exactly the conversation renewals are built on.
Send it 30 days before renewal. When they reply with a gap, you already have the upsell.
Gap 1 of 5 — free preview
You bought your house before 2021. Your rebuild cost isn't what it used to be.
Building materials and labor jumped 30–40% in three years. If your dwelling coverage hasn't been updated since, you're under-insured on the biggest asset you own. Ask your agent: "Is my dwelling amount current with today's rebuild cost?"
Gaps 2–5 — preview
Four more gaps most clients don't know about — plus the exact lines to send when you share this.
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All five gaps, plus the checklist your client fills out and the intro line you send it with.
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