Mark it once you can do it without this page open.

How to do it

  1. Find the summary of benefits for the policy, which uses these terms in a standard layout.
  2. Write down the monthly premium and multiply it by twelve for the yearly cost.
  3. Write down the deductible, and whether it applies per person or per family.
  4. Note the copays for the visits and prescriptions you actually use.
  5. Write down the coinsurance percentage and the plan's out-of-pocket maximum.
  6. For car and renters policies, check the deductible per claim and the coverage limits.
  7. Compare two plans by adding yearly premiums to the costs you expect in a normal year and in a bad year.

Stop and call a professional if

  • A claim is denied and you think it should be covered: ask the insurer in writing for the reason and how to appeal.
  • You are comparing complex policies such as disability or life insurance: ask a licensed agent who explains, not one who only sells.

Common mistakes

  • Choosing the lowest premium without looking at the deductible.
  • Assuming a copay counts the same way as coinsurance.
  • Not checking whether your doctors are in the plan's network.
  • Setting a car insurance deductible higher than your emergency fund can cover.

Quick self-check

Three questions. Your last score is kept in this browser.

1. What is a deductible?
2. What limits your worst year?
3. Why is the cheapest premium not always the cheapest plan?

Teach this to someone

A one-page sheet for showing a friend, a roommate or a kid: what to say, what to show, and one question to check it landed.

Words on this page

Sources

  • Standard summary of benefits and coverage for health plans, current plan year. Checked September 28, 2026.

Last reviewed . First published .