Free printable insurance workbook

Luxury Asset Insurance Gap Audit

Preview the complete 3-page workbook before downloading. It maps assets to policies, reviews coverage gaps and helps stress-test deductibles and renewal documentation.

What is inside

  • Asset-to-policy map
  • Coverage verification checklist
  • Deductible and liquidity stress test
  • Renewal documentation review
  • Open questions for an insurance professional
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How to use this insurance gap audit

Work through the preview before your next renewal or appraisal review. Compare each listed asset against its current valuation basis, deductible, liability limits, storage and transit conditions, and supporting documentation. Mark only what you have actually verified. If a value, exclusion, sublimit, or endorsement is unclear, flag it for discussion with the appropriate insurance professional rather than assuming the policy responds the way you expect. The downloadable workbook is designed to become a dated review record you can revisit at renewal time.

What this audit helps you review

The audit organizes agreed or replacement value, deductibles, exclusions, liability limits, appraisals, storage and transit conditions, security requirements, documentation quality, and renewal dates across high-value assets.

Use the online preview to decide whether the worksheet fits your annual insurance review. The downloadable PDF is intended as a printable discussion checklist for your insurance professional and records file.