Free Insurance Resources & Downloads
Free printable checklists, worksheets, and reference guides to help you understand, audit, and optimize your insurance coverage.
Insurance Audit Checklist
A comprehensive checklist to audit all your current insurance policies — auto, home, life, health, and umbrella. Identify coverage gaps and overpayments in under 30 minutes.
View Resource →Policy Review Checklists
Nine printable checklists: annual review, renewal prep, plus one per policy type — auto, home, life, health & Medicare, renters, umbrella, business. Print or save as PDF.
View Resource →Open Enrollment Worksheet
Step-by-step worksheet to compare employer health insurance options during open enrollment. Includes HSA vs. FSA analysis and total cost estimator.
View Resource →Life Insurance Needs Workbook
Calculate exactly how much life insurance your family needs using the DIME method (Debt, Income, Mortgage, Education). Printable PDF workbook included.
View Resource →State Minimum Coverage Card
Printable quick-reference card listing minimum auto insurance requirements for all 50 states — perfect for glovebox reference or new drivers.
View Resource →Auto Accident Checklist
A printable at-the-scene checklist: what to document, which information to exchange, who to call, and what not to say to the other driver or an adjuster.
View Resource →Home Inventory Worksheet
A printable room-by-room worksheet to catalog your belongings, values, and serial numbers — the documentation that speeds up a Coverage C personal-property claim.
View Resource →DOI Complaint Prep Worksheet
Organize your case before filing a complaint with your state Department of Insurance: timeline, policy details, what you asked for, and the evidence to attach.
View Resource →Claim Denial Appeal Template
A ready-to-adapt appeal letter template plus an evidence tracker for health, property, and auto denials — structured to cite your policy language and the facts.
View Resource →Important Disclaimer
This site provides general educational information only and is not a substitute for professional insurance advice. All rates, data, and coverage details are estimates and may not reflect your actual premiums. Insurance availability and pricing vary by state, insurer, and individual risk factors. Always consult a licensed insurance professional in your state before making coverage decisions.