Conversation to Coverage

Gap Audit PDF Generator

Fill it in after the Gap Audit. It builds the client's one-page Gap Audit PDF, ready to print or save.
Sample householdA made-up family, filled in so you can see a finished snapshot. Change anything, or clear it to start fresh.
Coverage areas
Options · Good / Better / Best
Your plan · what happens after today
Pick the tier they bound today and the snapshot builds the plan on its own: what's in place now, and what the remaining tier(s) become, each with the trigger you log below. Log the trigger they actually gave you on Call 2, a date or an event, not a guess: "6-month check-in," "when Jay's done with the college search," "at renewal." That's what makes the follow-up feel remembered instead of chased.
Status sets color & score. Importance is the client's own 1-5 from discovery (weights the score toward what they care about). Sequence the options widest-gap-first: Good = the most important gaps the budget allows now; Best = the target to plan toward. The exposure line is your own estimate from the conversation, it shows in red on the card, keep it directional and verifiable.
Before it goes to a clientGet your agency's sign-off on this PDF first: the layout, the wording and the score. Many carriers require compliance approval for anything a client keeps. Until it's approved, walk it on screen during Call 3 instead of sending it.
Sample
Coverage Snapshot · Gap Audit Findings
Prepared for
0%
Protection
Score

Where you stand today

This snapshot reflects the areas we reviewed together, weighted by what you told me matters most to you. It's information to consider, not a solicitation.

Covered Worth a look Exposed
Your coverage, area by area
Your options, planning & sequence
How to read these: Option 1 closes your widest gaps within your budget right now. Best is the target to plan toward over the next 6 to 12 months. It is not where you start, it is where you finish, on your timeline.
Your plan
Our job isn't to sell you, it's to make sure what you have matches the life you're protecting. Take what's useful, leave the rest.
Figures shown are general U.S. industry estimates included for context and should be independently verified; they are not specific to your policy. This document is informational and is not an offer of insurance or a guarantee of coverage.