Business Insurance Checklist
Table of Contents
Choose Insurance Company
Research experience, professionalism and stability of insurance company.
Assess your insurance needs.
Select insurance products that meet your needs.
Make sure insurance company guarantees advice, information and quality service.
Group Business Needs for Insurance
Workers' compensation insurance.
Property insurance.
Commercial liability insurance.
Professional liability/errors and omissions.
Automobile insurance.
Business trip insurance.
Business interruption insurance.
Rent insurance.
Define Objects for Insurance
Office equipment (owned and leased).
Buildings, roofing, foundations, internal walls, attached structures.
External structures.
Furniture, drapes, carpeting, decorations, etc.
Security systems.
Communication equipment.
Define Events for Insurance
Crime.
Fire.
Flooding.
Windstorm.
Earthquake.
Hail.
Lightning.
Explosions.
Arson.
Download or Print this Business Insurance Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Jake R Brady
Stats
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53
Views: 53
Uses
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Uses: 2
Tasks
31
Tasks: 31
Who it's for
This Business Insurance Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Business Insurance steps every time, regardless of who executes
- Save time - reuse a proven Business Insurance workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Business Insurance checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Business Insurance Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Business Insurance comes up again, start from your saved version and run it with clear ownership.