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IN-THE-KNOW

What Mistakes Do People Make When Talking to Their Insurance Agent?

Most insurance problems don’t start with a dramatic mistake.


They usually start with one small detail your agent didn’t know.


Prefer video? Watch the short version here:

https://www.youtube.com/shorts/qVmz-2ubXew


Maybe you renovated part of your home. Maybe someone started driving a different car. Maybe you added a finished basement, started a small business from home, bought new valuables, or assumed your renewal meant everything stayed the same.


Those details matter.


Your insurance agent can only help protect what they know about. If your life changes but your policy doesn’t, you can end up with coverage that looks fine on paper but doesn’t fit the real situation anymore.


Here are the mistakes we see most often.


1. Assuming your renewal means nothing changed


A renewal is not the same as a full coverage review.


Your policy may renew, but that doesn’t mean your coverage still matches your home, vehicles, drivers, or risk. Prices can change. Deductibles can change. Endorsements can be added or removed. Your needs can change too.


Before a renewal, ask your agent:


“What has changed on my policy?”

“What should I review before this renews?”

“Are there any coverage limits I should pay attention to?”


That conversation can prevent a lot of frustration later.


2. Not telling your agent about home updates


If you make updates to your home, tell your agent.


This includes renovations, additions, finished basements, roof updates, new plumbing or electrical, pools, trampolines, wood stoves, detached buildings, and home-based business use.


One common issue is underinsurance. A home may be worth more to rebuild after improvements, but the insurance policy may still reflect the old information.


That can become a serious problem after a claim.


3. Only asking about price


Price matters. Nobody wants to overpay for insurance.


But if the only question is “Can you make it cheaper?” something usually has to give. That could mean higher deductibles, lower limits, fewer endorsements, or coverage gaps you may not notice until there’s a claim.


A better question is:


“What would I be giving up to lower the premium?”


That keeps the conversation honest.


4. Not asking about specific limits


Some coverage items have dollar limits. Those limits matter.


Ask about things like:


Water backup

Jewelry or special items

Rental car reimbursement

Uninsured and underinsured motorist coverage

Deductibles

Roof settlement

Personal property coverage


Don’t just ask, “Am I covered?”


Ask, “How much coverage do I have, and what would still come out of pocket?”


5. Waiting until there’s a claim


The worst time to discover a gap is after something already happened.


If you’re not sure whether something matters, ask before the claim. Your agent would rather answer a “does this matter?” question now than explain a denied or limited claim later.


Who this is not for


This advice is not for someone who only wants the cheapest possible policy and does not care what is removed to get there.


It is for people who want their insurance to make sense before something goes wrong.


What to tell your insurance agent


Tell your agent when you:


Renovate your home

Change drivers or vehicles

Start working from home

Buy expensive items

Add a finished basement

Get married, divorced, or have a baby

Rent out property or part of your home

Change how a vehicle is used

Have questions about a renewal


You don’t need to know whether every detail changes your policy. That’s your agent’s job.


Your job is to bring it up.


The bottom line


Insurance works better when your agent has the full picture.


If you’ve had changes in your home, vehicles, drivers, or lifestyle, ask for a coverage review before your next renewal. A short conversation now can prevent a much harder conversation after a claim.

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YOUR 
FAQ 
HUB!

What Mistakes Do People Make When Talking to Their Insurance Agent?

  • Writer: Tamara Champagne
    Tamara Champagne
  • Jun 8
  • 3 min read

Most insurance problems don’t start with a dramatic mistake.


They usually start with one small detail your agent didn’t know.


Prefer video? Watch the short version here:


Maybe you renovated part of your home. Maybe someone started driving a different car. Maybe you added a finished basement, started a small business from home, bought new valuables, or assumed your renewal meant everything stayed the same.


Those details matter.


Your insurance agent can only help protect what they know about. If your life changes but your policy doesn’t, you can end up with coverage that looks fine on paper but doesn’t fit the real situation anymore.


Here are the mistakes we see most often.


1. Assuming your renewal means nothing changed


A renewal is not the same as a full coverage review.


Your policy may renew, but that doesn’t mean your coverage still matches your home, vehicles, drivers, or risk. Prices can change. Deductibles can change. Endorsements can be added or removed. Your needs can change too.


Before a renewal, ask your agent:


“What has changed on my policy?”

“What should I review before this renews?”

“Are there any coverage limits I should pay attention to?”


That conversation can prevent a lot of frustration later.


2. Not telling your agent about home updates


If you make updates to your home, tell your agent.


This includes renovations, additions, finished basements, roof updates, new plumbing or electrical, pools, trampolines, wood stoves, detached buildings, and home-based business use.


One common issue is underinsurance. A home may be worth more to rebuild after improvements, but the insurance policy may still reflect the old information.


That can become a serious problem after a claim.


3. Only asking about price


Price matters. Nobody wants to overpay for insurance.


But if the only question is “Can you make it cheaper?” something usually has to give. That could mean higher deductibles, lower limits, fewer endorsements, or coverage gaps you may not notice until there’s a claim.


A better question is:


“What would I be giving up to lower the premium?”


That keeps the conversation honest.


4. Not asking about specific limits


Some coverage items have dollar limits. Those limits matter.


Ask about things like:


Water backup

Jewelry or special items

Rental car reimbursement

Uninsured and underinsured motorist coverage

Deductibles

Roof settlement

Personal property coverage


Don’t just ask, “Am I covered?”


Ask, “How much coverage do I have, and what would still come out of pocket?”


5. Waiting until there’s a claim


The worst time to discover a gap is after something already happened.


If you’re not sure whether something matters, ask before the claim. Your agent would rather answer a “does this matter?” question now than explain a denied or limited claim later.


Who this is not for


This advice is not for someone who only wants the cheapest possible policy and does not care what is removed to get there.


It is for people who want their insurance to make sense before something goes wrong.


What to tell your insurance agent


Tell your agent when you:


Renovate your home

Change drivers or vehicles

Start working from home

Buy expensive items

Add a finished basement

Get married, divorced, or have a baby

Rent out property or part of your home

Change how a vehicle is used

Have questions about a renewal


You don’t need to know whether every detail changes your policy. That’s your agent’s job.


Your job is to bring it up.


The bottom line


Insurance works better when your agent has the full picture.


If you’ve had changes in your home, vehicles, drivers, or lifestyle, ask for a coverage review before your next renewal. A short conversation now can prevent a much harder conversation after a claim.

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