Audit of your contracts

Are your contracts still suited to your situation?

We help you review your coverage, deductibles, exclusions, renewal dates, and current needs.

What is an insurance contract audit?

A contract audit means having an advisor review your current insurance policies (auto, home, health, business...) to check they still match your situation and needs. You share your current contracts and your goal through a simple form; a WIFASSUR advisor then reviews your file and gets back to you with their observations.

What we review

Coverage

Check that your coverage still matches what you own and your current needs.

Deductibles

Compare the deductibles across your different contracts and how consistent they are with the coverage level chosen.

Exclusions

Identify situations that aren't covered by your current contracts.

Renewal dates

Review your renewal dates to avoid any oversight or unwanted automatic renewal.

Needs

Reassess your actual needs, which may have changed since you first subscribed.

Possible improvements

Spot any possible duplicates between contracts or other adjustments.

How does the audit work?

You share your profile (individual or professional/business) and the types of contracts you currently hold (auto, home, health, fleet, multi-risk, liability, equipment, transport, collective retirement...).
You specify your goal: check your coverage, review your needs, identify possible duplicates, or prepare a renewal. You can also attach your documents (optional) or send them later.
A WIFASSUR advisor reviews your situation and gets back to you with observations and recommendations.

Why have your contracts audited?

Check that your coverage still matches your current situation
Spot any possible duplicates between contracts
Anticipate your renewal dates
Identify needs that may not be covered

Frequently asked questions

Do I need to send my current contracts?+

No, that's optional: you can simply indicate the types of contracts you hold, then send your documents later directly to your advisor if you'd like.

Does the audit also cover professionals and businesses?+

Yes, the form adapts to your profile: individual, or professional/business (with sector of activity and approximate number of employees).

What happens after I submit my request?+

A WIFASSUR advisor reviews your situation and gets back to you with observations and recommendations.

What types of contracts can be audited?+

Auto, home, health, fleet, multi-risk, liability, workplace accidents, equipment/machinery, transport, collective retirement, or any other type of contract you specify.