A Few Organizational Tips for your Documents

by May 23, 2023

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What is your most important personal device?

In our opinion it is your cell phone! Do you check it when you wake up, is it with you all the time wherever you travel? Let’s put it to use!

“If you are the unlucky driver who has an accident or gets pulled over for a violation, what is the first thing the police officer says?”

A Few Organizational Tips for your Documents

Here are a few Tips!

If you are the unlucky driver who has an accident or gets pulled over for a violation, what is the first thing the police officer says? They ask for your license, registration, & Insurance identification card. If you have had the car for more than a year this can be a problem, especially for the Insurance ID card. When your insurance renews many carriers include the renewal ID card as the last page of your electronic, or paper copy. Who looks through all those pages to find the new ID card?

The simple first step is to take a photo of the ID card to retain it on your phone. You can also take a picture of your license and registration to be fully organized.

But that step breaks down if you do not pull your new ID card from your renewal policy.

So, step 2 will be to put a reoccurring calendar reminder to alert you to your insurance policy renewal with a note to pull and take a photo of your new ID card.

And while you are putting reminders in your calendar, put in a date before your license and registration expires. It could be 2-4 years out but if you have moved, DMV may not be up to date. With these reminders you will never be caught missing ID’s and being handed a ticket/violation for expired documents.

Put your most important personal device to better use in staying organized!!

If you have questions on your auto insurance drop Kyle an email at or call 203.698.9342.

Written by: Kyle Shepard

Kyle’s extensive sales and account management expertise transcends both Commercial and Personal Lines. Coupling that with his finance and life insurance licenses, Kyle serves as full service insurance agent for all of his valued clients. The goal for Kyle is to provide tailored risk management to address his client’s current and future exposures, and to optimize wealth preservation.

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