Guides and checklists

Plain-language tools to use before, during and after an insurance decision: questions to ask an advisor, what to have ready, what to do after an accident or a loss, how to read a policy, and a glossary of insurance terms.

• Questions to ask an advisor — A printable checklist for any conversation with an insurance advisor.
• What to have ready — A checklist of the details an advisor will usually ask for, by type of insurance.
• After a car accident — A short checklist of what to do at the scene and in the days after.
• After a fire, flood or theft — What to do first, what to document and who to call after a loss at home.
• How to read your policy — What each part of a policy does and what to check at renewal.
• Glossary — Plain-language meanings for common insurance terms.

More to explore

• Insurance and life events
• Insurance by province