Organize the insurance review before closing day

Gather the property, household, lender and timing facts before comparing policies.

Useful education first. No quote or approval is produced here.

Start with the date the coverage must begin

Coordinate the expected closing and occupancy dates with the lender, closing team and licensed producer.

Confirm how the home will be used

Primary residence, seasonal use, renting, vacancy and business activity can lead to different questions.

Gather property details from reliable records

Construction, roof, systems, renovations, safety features and prior loss information may be requested. Correct inaccuracies rather than guessing.

Ask what is outside the base policy

Flood, earth movement, sewer or drain backup, valuable items and local hazards may require separate discussion.

Save this guide

New-homeowner insurance organizer

A printable closing-date, property-fact and coverage-question organizer.

Read, print or save the worksheet without providing contact details.

Open the printable worksheet

Choose whether to request professional help

Ordinary insurance inquiries are handled by Ron at RJ Marchiani Insurance Agency, LLC. - A Farmers Agent. Annuity and FinFit inquiries go to a separate partner.

Online contact requests are currently unavailable. Read or print the guide, then take your questions to a qualified professional of your choice. Using this page does not request contact or confirm insurance availability.

Sources and limits

Check the current information

Content updated September 3, 2026. General sources explain the category. Current contracts, program documents and applicable authorities control individual situations.