Complete Physical Inventory Sweep
1-3 daysRemove every coin from storage, verify against existing records, and flag unlisted or missing pieces.
Field context
This workflow is part of 3 niche fields
Complete guide for collection insurance catalog — step-by-step workflow, tools, checklist, and expert tips to get started.
Remove every coin from storage, verify against existing records, and flag unlisted or missing pieces.
Capture obverse, reverse, and holder label photos; record PCGS/NGC cert numbers or raw grade estimates.
Price each coin at recent auction realization or Red Book retail; sum total and add 10% buffer for market moves.
Submit catalog to insurer for collectibles rider, store encrypted backup offsite, and schedule annual review.
Maintain master inventory spreadsheet with cert numbers, grades, values, and storage locations for insurance binding.
Create archival photo set of every insured coin for claim documentation and offsite backup.
Calculate total collection fair market value and track appreciation for annual policy review.
Schedule annual inventory refresh and policy renewal dates from last catalog completion.
Required data for collectibles rider underwriting.
| Field | Example | Required |
|---|---|---|
| Description | 1921 Morgan dollar MS-63 | Yes |
| Cert number | PCGS 12345678 | If slabbed |
| Acquisition date | 2024-03-15 | Yes |
| Fair market value | $85 | Yes — appraised |
| Storage location | Home safe shelf B | Recommended |
Insurance photos taken before loss are worth infinitely more than post-loss memory.
Insurers reject eBay ask prices — use Greysheet or auction realizations for values.
Stale inventories cause under-insurance after market runs — schedule birthday inventory review.