Essential Guide

âś… Insurance Shopping Checklist

The complete step-by-step process to save 20-40% on premiums

đź’° Why Shopping Matters

Loyalty Penalty

14-32%

overpayment

Potential Savings

$500-1,500

per year

People Who Don't Shop

70%

annually

đź“… When to Shop for Insurance

📆

Every Renewal (Every 6-12 Months)

Set a calendar reminder 30 days before renewal. Rates change constantly.

🎂

Major Life Events

Marriage, new home, new car, teen driver, retirement—all change your optimal insurer.

đź’ł

Credit Score Improvement

Paid off debt? Credit improved? Shop—you may qualify for better rates.

⏰

After Violations Age Off

Ticket at 3 years? Accident at 5 years? Time to shop for better rates.

đź“‹ Before You Shop: Gather This Info

Auto Insurance

  • â–ˇ VIN numbers for all vehicles
  • â–ˇ Driver's license numbers
  • â–ˇ Current coverage limits
  • â–ˇ Annual mileage estimates
  • â–ˇ Driving history (5 years)
  • â–ˇ Current declarations page

Home Insurance

  • â–ˇ Property address and square footage
  • â–ˇ Year built and construction type
  • â–ˇ Roof age and material
  • â–ˇ Heating/plumbing/electrical updates
  • â–ˇ Security systems installed
  • â–ˇ Claims history (5 years)

âś… The Shopping Checklist

1

Get Quotes from 5+ Insurers

Don't stop at 2-3. Rates vary dramatically. Include: your current insurer (for comparison), GEICO, Progressive, State Farm, at least one regional carrier.

2

Compare Apples to Apples

Same coverage limits, same deductibles, same endorsements. A cheaper quote with lower coverage isn't a real comparison.

3

Check Financial Strength

Look up AM Best rating (A or better). Cheap insurance from a financially weak company won't help when you have a claim.

4

Check NAIC Complaint Index

Below 1.0 is good (fewer complaints than expected). Above 1.5 is concerning.

5

Ask About All Discounts

Multi-policy, good student, defensive driving, telematics, professional associations, alumni, autopay, paperless, loyalty (if staying).

6

Test the Quote Process

If getting a quote is painful, imagine filing a claim. Customer experience matters.

7

Consider Bundling

Home + auto bundling typically saves 10-25%. But run the numbers—sometimes separate policies are cheaper.

8

Time Your Switch

Switch at renewal to avoid cancellation fees. Never have a coverage gap—start new policy before canceling old.

âť“ Questions to Ask Before Buying

"What discounts am I receiving—and what others might I qualify for?"

"Is this the 6-month or 12-month rate? What's the full annual cost?"

"What's your claims process like? Average time to settlement?"

"Are there any rate increases coming I should know about?"

"What's your cancellation policy and fee?"

"Is this replacement cost or actual cash value?"

"What's covered/excluded that might surprise me?"

"Do you offer accident forgiveness or vanishing deductible?"

đźš© Red Flags to Watch For

  • đźš© Quote much lower than everyone else (missing coverage?)
  • đźš© Pressure to buy immediately
  • đźš© Reluctant to provide written quote
  • đźš© Can't explain what's covered
  • đźš© No AM Best rating or rating below B+
  • đźš© NAIC complaint index above 2.0
  • đźš© Extremely negative online reviews
  • đźš© Hidden fees not disclosed upfront

The Bottom Line

70% of people don't shop annually—and they overpay 14-32% for it. Set a calendar reminder 30 days before every renewal. Get quotes from at least 5 insurers. Compare the same coverage levels. Check AM Best ratings and NAIC complaints. Ask about every discount. And never have a coverage gap—start your new policy before canceling the old one. 30 minutes of shopping can save $500-1,500/year.