05/13/2026
A new driver should trigger a full policy review—not just an endorsement.
This is one of the biggest opportunities to:
• Increase protection
• Educate clients
• Round accounts properly
Especially important:
→ Liability limits
→ Umbrella policies
→ Available discounts
Many carriers offer meaningful savings opportunities through:
• Good student discounts
• Driver training
• Telematics participation
And don’t forget: bundling still matters.