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Checklist maker for insurance clients

Branded checklists for clients, including policy review and emergency kits.

Client favorites, fully editable

Checklists clients keep, with your name on every page.

Start with a policy review, emergency kit, moving or maintenance list. Edit it, then download a print-ready PDF with your agency branding.

Your name
Your title · Your brokerage
(000) 000-0000 · you@brokerage.com
Your brokerage
A checklist from Your

Annual Policy Review

Vehicles and drivers
  • Bought, sold or leased a vehicle
  • A new or teen driver in the household
  • Commute or mileage changed
Your home
  • Moved or bought a new home
  • Renovated or added on
  • Bought jewelry, art or other valuables
Your family
  • Got married or divorced
  • Welcomed a new baby
  • Retired or changed jobs
Work
  • Started a business or side business
  • Work from home with business equipment
Your name · DRE #00000000 · Your brokerage
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
Made with Prosperk
Annual policy reviewLife changes to mention before renewal.
Your name
Your title · Your brokerage
(000) 000-0000 · you@brokerage.com
Your brokerage
A checklist from Your

Emergency Kit Checklist

Water and food
  • 1 gallon of water per person per day, for 3 days
  • 3-day supply of non-perishable food
  • Manual can opener
Health and safety
  • First aid kit
  • 7-day supply of medications
  • Whistle and dust masks
Power and light
  • Flashlight and extra batteries
  • Battery or crank radio
  • Phone charger and power bank
Documents
  • Copies of insurance policies and IDs
  • Cash in small bills
  • Your agent’s claims number
Your name · DRE #00000000 · Your brokerage
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
Made with Prosperk
Emergency kitWhat every household should have ready.
Your name
Your title · Your brokerage
(000) 000-0000 · you@brokerage.com
Your brokerage
A checklist from Your

Seasonal Home Maintenance Calendar

Spring · Mar–May
  • Service the air conditioner
  • Clean gutters and downspouts
  • Check sprinklers for leaks
Summer · Jun–Aug
  • Clear brush for fire safety
  • Clean the dryer vent
  • Inspect the roof for damage
Fall · Sep–Nov
  • Service the furnace
  • Test smoke and CO detectors
  • Clean gutters before the rain
Winter · Dec–Feb
  • Check for leaks after storms
  • Test the water heater relief valve
  • Replace HVAC filters
Your name · DRE #00000000 · Your brokerage
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
Made with Prosperk
Maintenance calendarA year of upkeep that prevents claims.
Free to use, no signup needed.

Checklist type

Appears at the top of the page.

Calendar grid is available for the maintenance calendar.

16 items on. Uncheck to hide, edit text to rename.

Letter pageSample text
Your name
Your title · Your brokerage
(000) 000-0000 · you@brokerage.com
Your brokerage
A checklist from Your

Moving Checklist

Moving is a lot. I put this together to make yours a little easier. Call or text me anytime.

8 weeks before
  • Book movers or reserve a truck
  • Start a moving binder for quotes and receipts
  • Sort each room: keep, sell, donate
4 weeks before
  • Change your address with USPS
  • Schedule utility shut-off and set-up
  • Order boxes and packing supplies
  • Transfer school and medical records
2 weeks before
  • Confirm the moving date and time
  • Pack rooms you use least
  • Update your address with banks and insurance
Moving week
  • Pack an essentials box for the first night
  • Defrost the freezer
  • Take photos of the old home before you leave
After you move
  • Change the locks
  • Register to vote at your new address
  • Update your driver’s license within your state’s deadline
Your name · DRE #00000000 · Your brokerage
For general guidance only. Check dates and requirements with your lender, escrow officer or local agency.
Made with Prosperk
What you’ll get: A letter-size PDF and an image sized for texting and social.
PDF is letter size with 0.25 in margins. The image is sized for texting and social.

How it works

A branded checklist in three steps

  1. Step 1

    Choose a checklist

    Policy review, emergency kit, moving or seasonal maintenance.

  2. Step 2

    Make it yours

    Turn items on or off, rename, reorder, add sections and a personal note.

  3. Step 3

    Print or share

    Download a letter-size PDF, or an image to text and post.

Why it matters

Useful things stay on the fridge

Clients keep what helps them

A checklist gets pinned up and used, with your agency and license number on it.

It’s an easy reason to reach out

Send one at renewal, after a move or before storm season.

It prevents claims

Maintenance and emergency lists help clients avoid losses in the first place.

Questions about the Checklist Maker

Annual policy review, emergency kit, moving and seasonal maintenance.