Blog Details
Turn Insurance Reviews into a 30-Minute Annual Ritual
- By Goldenleaf Team
- Protection & Coverage
- 7 min read
The Nolan household used to dread insurance paperwork, so Goldenleaf designed a 30-minute ritual that covers life, disability, auto, renters, and business riders in one sitting. Now renewals happen with coffee instead of panic.
We inventoried every policy, benchmarked coverage limits against income and liabilities, and labeled which documents live with which carrier. Their checklist highlights what to confirm, what to shop, and how to brief the whole family.
A shared dashboard flags premium changes, beneficiaries, and emergency contacts. When something shifts—new job, new car, or business expansion—we drop notes into the checklist so nothing waits until renewal season.
What we delivered and why it worked
Deliverables include a coverage scorecard, broker questions, a claims contact sheet, and reminders for disability, final expense, and liability limits. It’s simple enough to complete on a Saturday morning yet detailed enough for large life shifts.
Goldenleaf leads the annual review, but the Nolans run mini check-ins whenever a policy document arrives. Their coverage now keeps pace with real life while premiums stay aligned with their budget.
Elliot Nolan, Household CFO
“We know exactly which policies to review, who to call, and what’s still missing. Thirty minutes with Goldenleaf keeps every part of our safety net current.”
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