Annual Policyholder Review
Life changes, cover gaps, and contact preferences – the yearly cover health check.
4 questions · 1 page · about 1 minute to answer · fully editable after you start
Policies age while lives change, and the gap between them is both a service failure and an underinsurance risk. This annual review asks policyholders what changed – moves, renovations, new vehicles, valuables, dependents – alongside satisfaction and contact preferences, feeding a review pipeline that catches gaps before claims expose them.
The underinsurance conversation this triggers is the rare upsell that genuinely serves the customer; framed that way, response rates hold year after year.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Your yearly check-in
This yearly review asks what has changed in your life and whether your cover still fits. Your answers help us keep your protection up to date. It takes about 1 minute. If you need help with a specific policy or claim, please contact us directly, as this form may not be read straight away. Please do not include card numbers or passwords.
Q1.Have any of these changed for you this year? Tick all that apply.*
- Moved or renovated
- New vehicle
- Significant new valuables/equipment
- Household changes (dependents, partner)
- None of these
- Other…
Q2.How confident are you that your current cover fits your life today?*
Q3.Would you value a cover review call?
- Yes
- Only if something looks wrong
- No
Q4.Anything about your policies you have been meaning to ask?
More Insurance templates
Browse all Insurance templates
Business Insurance Risk Profile
Commercial fact-find: operations, premises, people, and the risks that keep owners up.
Claim Outcome & Denial Feedback
When the answer was no: was it explained, understood, and did trust survive?
Coverage Understanding Check
Do policyholders actually know what they bought? A plain-language comprehension check.