Your Insurance Review: A Document Checklist
A printable preparation list for your next business insurance conversation.
Start with your business
Prepare the legal business name, mailing and operating addresses, ownership, years in business, business description, and requested effective date. Include a breakdown of the services you actually perform.
Bring the right schedules
List locations, vehicles, trailers, equipment, and drivers that may need review. Gather current declarations, recent loss runs when available, revenue, payroll, subcontractor costs, and relevant contracts.
Add your industry details
Truckers: include freight, radius, equipment, and driver experience. Contractors: include job types, project sizes, and subcontractor use. Property owners: include construction, occupancy, roof details, and building values. Bond applicants: bring the exact bond form, obligee instructions, amount, and deadline.
Keep private information secure
Use this checklist to prepare for a conversation. Ask the agency for an approved secure submission method before sending sensitive documents. The checklist is not an application and does not bind insurance or issue a bond.