Resources · Checklists and guides

Free Insurance Checklists and Printable Guides

Each checklist below has its own page and a free printable PDF. There’s nothing to sign up for: just open, download, and print. They’re written in plain English for Middle Tennessee families and business owners, and any Tennessee rule links to an official state source.

  • Veteran-owned (USMC)
  • Independent agent: compares multiple carriers
  • Free, no-obligation quotes

Checklists for home, auto, and family

  • New Homeowner Insurance Checklist Lenders usually need proof of homeowners insurance before closing, so start shopping a few weeks early. Open the checklist · Download PDF
  • Renters Insurance Checklist Renters insurance generally covers your belongings, your personal liability, and extra living costs after a covered loss. Open the checklist · Download PDF
  • Landlord and Rental Property Insurance Checklist A rental home usually needs a dwelling (landlord) policy instead of a standard homeowners policy. Open the checklist · Download PDF
  • Tennessee Auto Insurance Review Checklist Tennessee’s minimum liability limits are $25,000 per person, $50,000 per accident for injuries, and $25,000 for property damage, per the Department of Revenue. Open the checklist · Download PDF
  • Life Insurance Needs Checklist A simple estimate adds up debts, income replacement, and future goals, then subtracts savings and existing coverage. Open the checklist · Download PDF
  • Boat, RV, and Motorcycle Seasonal Storage Checklist Many policies keep comprehensive coverage during storage for theft, fire, and weather damage. Open the checklist · Download PDF
  • Home Inventory Checklist and Worksheet A phone video of every room is a great start. Open the checklist · Download PDF
  • Severe Weather Prep and Claims Checklist for Middle Tennessee Review wind and hail deductibles before storm season, not after. Open the checklist · Download PDF

Checklists for business owners

  • Small Business Insurance Checklist Most small businesses start with general liability, then add property, vehicles, and employee coverage as they grow. Open the checklist · Download PDF
  • Contractor Certificate of Insurance (COI) Checklist A COI shows coverage on the day it’s issued. It doesn’t change the policy by itself. Open the checklist · Download PDF

Looking for your type of business? See business insurance by industry.

Frequently asked questions

Are these checklists really free?

Yes. Every PDF is a direct download with no form or email required.

Can I share these checklists?

Yes. Each page has a share link, and each PDF lists its page address so others can find the latest version.

Do the checklists replace a policy review?

No. They’re general education. Your policy documents determine your actual coverage, so a review with a licensed agent is still a good idea.

Questions? Let’s talk it through

Eric can review what you have, explain it in plain English, and help you shop options from more than one carrier. Start online, or call or text 615-808-1105.

Coverage descriptions are general information only; your policy documents determine actual coverage. Availability varies by carrier.

Eric Henry, licensed insurance producer, NPN 3953606 · Affiliated with Hutsenpiller Insurance. Coverage subject to policy terms and carrier approval.