Checklists and templates you can actually use.
Practical, no-cost tools we built for clients and partners. Use them on your own, or bring them to us and we will help you fill the gaps.
Personal & Home
Auto Insurance Quote Comparison Checklist
What to line up before you compare auto quotes, so you are comparing coverage and not just price.
Download PDF →Homeowners Quote Comparison Checklist
The coverage details and endorsements to check before you switch or renew a homeowners policy.
Download PDF →Earthquake Insurance Review Checklist
For Oregon and Washington homeowners weighing earthquake coverage: what to ask and what to compare.
Download PDF →Truck Camper Coverage Checklist
Which policy actually pays for a truck camper loss, and the gaps to close before a trip.
Download PDF →Real Estate Investors & Landlords
Landlord & Renters Insurance Compliance Checklist
A simple way to track whether your tenants carry the renters coverage your lease requires.
Download PDF →ORS 90.222 Renters Insurance Lease Clause Template
A lease clause template aligned to Oregon law for requiring tenant renters insurance.
Download PDF →Move-In Insurance Verification SOP
A step-by-step process for verifying a tenant’s coverage before move-in day.
Download PDF →Interested Party Request Template
A template for asking to be added as an interested party so you are notified if a tenant’s policy lapses.
Download PDF →These resources are educational and general. They are not insurance, legal, or tax advice, and they do not change or confirm any coverage. Your policy, endorsements, and the facts of your situation control. When in doubt, talk to us.
Bring any of these to us.
Send us your current policies or one of these checklists and we will compare your coverage across multiple carriers and show you where you stand.