To ensure your current coverage is actually doing its job, we need to take a look under the hood. Most people have gaps in their protection they aren’t even aware of.
Our audit process is designed to be thorough yet painless, taking about 5 minutes of your time.
Step 1: Linking your current policies
The most efficient way to start your review is to securely link your current policies. We use a system called Canopy Connect that prompts you to log in to your current insurance provider portal to instantly import your data to us so we can perform a line-by-line audit without you having to find old paperwork.
Policies with Different Companies?
If you have policies split across multiple carriers (for example, a motorcycle with Progressive but your Auto and Home with State Farm), please use this link to upload those standalone documents for our review.
Security & Privacy First
We treat your data with the highest level of care. When you use the link above:
● No Credentials Stored: We never see or store your insurance login information.
● Financial Privacy: Your payment information for your current policies is not shared with us
● Discreet Review: Your current agent or insurance company is not notified that your policies are being reviewed.
Step 2: Confirm some personal information
Once your data is linked, our system will prompt you for a few final details to complete the audit, such as:
● Confirming names and dates of birth for all household members.
● Household specifics (e.g., do you have a dog?).
● When was the last time your roof was replaced?
Step 3: What happens next?
Once your information is submitted, our team gets to work. We are total policy nerds and we genuinely love the “detective work” involved in a high-level audit. Here is what you can expect:
● Accuracy Audit: First and foremost, we review your current policies for accuracy. We’ll look for missing discounts, incorrect ratings, or coverage gaps.
● Expert Feedback: Whatever our findings are, we will at the very least give you feedback on your current policies and potential adjustments to make them more accurate and efficient.
● Market Analysis: We will market your account to all of our applicable insurance carriers to find the best fit and value for your specific situation.
● The Breakdown: If we find a better value than your current policies, we will provide a full breakdown showing exactly how your current coverage matches up against our markets so you can make an informed decision.
Why we audit this way:
- Granular Detail: Importing your current data ensures we can capture all of the details of your current policies such as jewelry details, VIN numbers of vehicles, and specific endorsement riders.
- Efficiency: You won’t have to spend your afternoon digging through filing cabinets or downloading PDFs from three different websites.
- Comprehensive Analysis: Having the raw data allows us to identify overlap or dangerous gaps in your coverage that a standard review might miss.
Questions during the process?
If you hit a snag or prefer to walk through these details over the phone, give us a call at 616-891-0123 or book a time on my calendar here https://calendly.com/davidveen.
We’re here to make this the easiest insurance experience you’ve ever had.