Browser tool

Turn a vague insurance question into a preparation plan.

Answer four operational questions. The tool calculates a relative preparation signal from the choices you make, shows which factors drive it, and suggests what to document before a professional conversation.

How the calculation works: each answer receives a transparent score from 1 to 4. The total ranges from 4 to 16. A higher result means more topics may need documentation; it is not a premium, quote, eligibility result, or recommendation.
01

Describe the operation

Preparation signal
Select your inputs to begin.

Your answers stay in this browser. Select the four operating factors, then review the preparation signal.

Use the result responsibly. Document the facts behind the answers, then ask a licensed professional to confirm which coverages, limits, exclusions, conditions, and state requirements apply to your situation. See the preparation checklist →