Insurance Policy Inventory and Gap Questions
List the policies you hold and what to ask.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Help me inventory my insurance. Policies I have (type, provider, renewal date, premium, excess): [POLICIES]. Things I own or responsibilities I have (home, car, dependants, business, travel): [ASSETS_RESPONSIBILITIES]. Build a table of my policies with renewal reminders. Then list the questions I should ask about each (what is covered, what is excluded, limits, claim process, whether it overlaps with another policy), and the types of cover people commonly consider for my situation, described neutrally as topics to research rather than things to buy. Do not recommend providers or tell me what cover I need; say that a licensed adviser or the insurer can advise, and that regulations and requirements differ in [JURISDICTION] ([VERIFY]). Add a one-page summary I can store with my documents and a calendar of renewal dates, noting a 30-day reminder. I want general guidance only, so please avoid personalised investment advice. For tax rules, thresholds and deadlines, use [JURISDICTION] and mark each as [VERIFY] until I confirm it.
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