Insurance Checklist
Table of Contents
Buildings insurance
Look at the specified amount or limit for buildings cover protection.
How much will it cost to rebuild your home? Not just the resale value as this may differ wildly.
Does the policy cover accommodation for you, should your home become uninhabitable?
Does it cover outside buildings?
If you are in a high-risk flood area, are you covered?
In addition to the overall structure of your property, what permanent fixtures and fittings are covered, if any?
Do you live in a high crime area?
What about the style of your house? Do you have any unusual features? Or is your property a listed building?
Contents insurance
Look at the specified amount or limit of contents cover protection.
Have you got everything valued accurately?
Are your antiques or valuables covered, or do you need to take out separate cover for these? It may work out cheaper to get them insured separately with a specialist contents insurance provider.
Do you have children or animals? It could be worth adding accidental damage to your policy
Do you have any single items that need to ber
Do you live in a high crime area?
How far outside of your home are your items covered for?
Does the policy cover your items when you are abroad?
Download or Print this Insurance Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Who it's for
This Insurance Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Insurance steps every time, regardless of who executes
- Save time - reuse a proven 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 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 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 Insurance comes up again, start from your saved version and run it with clear ownership.