Policy CheckupYour policies, turned into one table you can read.
What's covered, what's missing, what overlaps — all in one view. I do the organizing; you just hand me the documents.
Why a checkup is needed
Old policies often no longer fit today's medical practice
Medicine keeps changing. Terms written a decade ago often no longer match today's out-of-pocket items, hospital stays, and surgery definitions. The policy didn't get worse — the world around it changed.
What you bought isn't what you were told
Whether what you heard and what you actually hold are the same thing — you only know once the terms are opened and checked. I've seen it more than once, usually discovered at claim time.
How the checkup works
Add me on LINE, describe your situation
A few typed sentences is enough. Nothing to prepare.
Send me your policy documents
Photos or PDFs both work. Can't find them? I'll show you how to retrieve them.
I organize everything into one list
What's covered, what's missing, what overlaps — one table.
We go through it together
Online or in person. Adjustments only if they're actually needed.
Things you might worry about
After the checkup, will I get a sales pitch?
No. The conclusion may be “your current policies are fine, nothing needs to change” — and that's exactly what I'll tell you.
I bought my policies from someone else. Can you still review them?
Yes. A checkup doesn't care who sold the policy or which insurer it's from — everything goes on the table together.
How much of my time will it take?
I do the organizing. Your time is roughly: sending me the documents, plus one final walkthrough together.
First understand your policies. Everything else can wait.
Just a chat first — no sales pitch. The checkup is completely free.