Annual Insurance Checklist

Monday and Associates, Inc.

Stay Protected with an Annual Insurance Checklist

At Monday & Associates, Inc, we understand how crucial it is to keep your insurance up to date. Serving all of Wisconsin, with a focus on the Fox Valley, Green Bay, and Hortonville, our annual insurance checklist ensures you're always protected. From reviewing and updating personal information to assessing and adjusting coverage limits, we've got you covered.


Call us today for a personalized review.


Why You Need an Annual Insurance Checklist

Insurance is not a set-it-and-forget-it service. Your needs change, and your coverage should, too. Here's a quick rundown of what our annual insurance checklist covers:


  • Review and update personal information
  • Assess and adjust coverage limits as needed
  • Verify policy exclusions and add-ons
  • Ensure all necessary documents are up to date


Get in touch with Monday & Associates to ensure your insurance keeps pace with your life changes.

Annual Insurance Checklist Form

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