Before you begin
Document major systems and updates that may affect underwriting and replacement-cost assumptions.
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Older Home Upgrade Log
| Done | Item and purpose | Your notes |
|---|---|---|
| Electrical service Record panel, wiring updates, permits, and electrician documents. | ||
| Plumbing Record supply, drain, sewer, and replacement dates. | ||
| Heating and cooling Keep equipment age and service history. | ||
| Roof Record installation year, material, permit, and photos. | ||
| Foundation and structure Document repairs and engineering reports. | ||
| Water heater Record age, location, and leak-prevention devices. | ||
| Code upgrades Keep permits and certificates for completed work. | ||
| Historic features Identify materials or workmanship that affect rebuild cost. | ||
| Open recommendations Track inspection items not yet completed. | ||
| Carrier submission Record what evidence was provided and the response. |
How to finish the review
- Mark uncertain answers instead of guessing.
- Attach the quote, declarations page, and form or endorsement that supports each answer.
- Ask the agent or carrier to resolve differences in writing.
- Repeat the same fields for every quote so price is compared on equal terms.