• Free

Policy Clarity Checklist™


Identify coverage gaps before they become costly decisions.


Most gaps are discovered after renewal, contracts, or claims limit your options.

This checklist helps you identify what your policy actually says before that happens.

Created by a PRC-designated (Professional Risk Consultant) claims professional with 10+ years inside insurance operations and claims.

In 10–15 minutes, you will:

  • identify gaps between assumed and actual coverage

  • surface commonly misunderstood provisions

  • recognize where limitations or exclusions may apply


Start your Policy Clarity Checklist™ before your next renewal or decision.

No sales. No changes to your policy. Education only.


Choose Your Path

Start the checklist using the path that fits your situation. You’ll select your path inside the checklist.

Personal (Homeowners & Renters)

  • property and liability exposure

  • auto and personal liability considerations

  • common coverage assumptions

Small Business

  • general liability and professional exposure

  • contract and insurance alignment

  • operational and revenue risk


What This Checklist Is

The Policy Clarity Checklist™ is a structured, self-paced diagnostic that identifies gaps between assumed and actual coverage.

This checklist does not provide advice. It identifies uncertainty.


What to Expect

Takes approximately 10–15 minutes to complete.

You will:

  • review key coverage areas commonly misunderstood

  • identify where coverage is assumed but not verified

  • highlight exclusions, conditions, and dependencies often overlooked

  • flag situations where deeper clarity may be required

You will receive a summary of identified assumptions and clarity indicators by email.


What Happens After Completion

You’ll receive a summary of identified assumptions and clarity indicators by email.

If deeper clarity is needed, you’ll have the option to request a written Policy Clarity Report™. No obligation.

  • Free

Ready to Start

Complete this before your next renewal or major decision.

Goshen Legacy™ Policy Clarity Solutions™ provides independent insurance education and consulting. We do not sell, place, or adjust insurance.