Better Coverage, Smarter Spending: Insurance Tips That Work

The phrase “don’t settle” has often been used to encourage people not to accept less than they deserve in various aspects of life. However, what many don’t realize is that settling can also be dangerous.

With open enrollment season underway, now is a great time to consider whether your healthcare plan is the best fit for you and your family. Here are some tips for finding the right coverage:

1. Know Your Coverage Needs

There are many different kinds of insurance. Whether you are looking for supplemental coverage or want to make sure you have all of your bases covered, knowing what you need is key. Health insurance is one of the most important types to consider. Individual plans are usually categorized by the level of coverage they provide, with platinum, gold, silver, and bronze plans available on the individual marketplace. Each plan has its own set of rules about what is covered, which providers are "in-network" or out-of-network, and generally how much the plan covers each service and supply.

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Beyond health insurance, other types of insurance include life, auto, home, disability, long-term care and critical illness policies.

3. Compare Quotes

A common mistake is to buy insurance based on price alone. That leads to settling for an inferior product that will cost you more in the long run. Instead, look at the overall value of the policy and compare quotes on a consistent basis to identify savings.

The key is to understand how each quote is calculated. For example, one company may have a better clientele (better underwriting and less claims). It could have lower expenses or more efficient overhead. Alternatively, it could be offering a temporary discount to attract new customers. All of these factors can have a significant impact on the premium you pay.

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You should also make note of which quotes use ISO templates and which use proprietary forms. In the 19th century, many companies drafted their own coverage forms. While these proprietary forms are often based on the ISO template, they can be modified to meet the insurer’s needs. You can check for this by looking at the endorsement schedule to see which forms are being used. Then you can determine which quotes are truly comparable.

Insurance provides peace of mind, and the right policy will help cover your expenses when unforeseen events occur. But not everyone makes smart decisions when choosing their coverage. From choice architecture to ethical nudges, insurance providers can improve the customer experience and help customers make cost-effective choices that align with their risk management strategies.

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