The Homeowner’s Toolkit
One free download, 17 pages, from the author of The Silver Lining Insurance Playbook.
New book · Coming soon
You have insurance.
That doesn't mean you're covered the way you think you are.
Jen has spent years on roofs and at kitchen tables after the storm, explaining the same things over and over to people who were finding them out far too late. The Silver Lining Insurance Playbook is the version she wishes every one of them had read first.
Foreword by
Chip Merlin
· Founder, Merlin Law Group
It isn't out yet. Leave an email and you'll hear the day it is.
ISBN 979-8-9923456-0-0
Free download
What's inside the toolkit
These are the checklists from the book, pulled out so you can print them. One is for renewal time. One is for the day something happens. The third is for every conversation in between.
01 / Checklist
Policy Review Checklist
Twelve sections to walk your own policy through, once a year. Is your deductible a flat number or a percentage, and a percentage of what? Is the roof covered at replacement cost, and does that change as it gets older? What did that endorsement quietly take away? An afternoon with a highlighter covers most of it.
02 / Checklist
Claim Folder Checklist
What to keep, starting the day the damage happens. Which photos, and when to take them. Every invoice, letter and estimate. A log for who said what, because you will not remember. And nine deadlines that will pass whether or not anyone reminds you.
03 / Reference
Questions to Ask by Role
Eleven different people can turn up during a claim. Your agent. Two adjusters who have never met each other. A contractor, an engineer, your mortgage company. This is what to ask each one, and who is actually paying them.
Get the toolkit
Free, and yours to print. Tell Jen where to send it and what you do. Knowing who is actually asking is how she decides what to take on next.
17 pages
Three checklists, eleven sets of questions, and a pile of deadlines nobody is going to remind you about.
PDF · Free · Companion to the book