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Commercial insurance library

Prepare for a better insurance conversation.

Use these focused checklists to organize the operational details, documents, and decisions that matter for commercial insurance.

01

Hotel Insurance Renewal Checklist

A practical renewal preparation guide for hotel property, liability, income, cyber, and guest-service exposures.

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02

Multifamily Insurance Renewal Checklist

Prepare a multifamily portfolio for renewal with better property data, valuations, loss history, and income information.

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03

Auto Dealer Coverage Checklist

Review dealer open lot, garage liability, garagekeepers, property, crime, cyber, and umbrella exposures.

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04

Commercial Real Estate Portfolio Checklist

Organize commercial real estate values, leases, income, liability, and catastrophe considerations across a portfolio.

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05

Commercial Property Valuation Checklist

A business-focused checklist for replacement cost, contents, equipment, income, and property policy limits.

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06

Commercial Flood Insurance Planning Guide

Understand the information needed to evaluate FEMA, private-market, and excess flood protection for commercial buildings and contents.

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07

Workers’ Compensation Audit Preparation

Prepare payroll, classifications, subcontractor records, and operational changes for a workers’ compensation audit.

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08

Contractor Insurance Contract Checklist

Translate contract insurance requirements into a practical review of liability, auto, workers’ compensation, bonds, and certificates.

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09

Trucking Insurance Renewal Checklist

Organize fleet, driver, cargo, radius, loss, and safety information before a trucking insurance renewal.

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10

Manufacturing Business Interruption Checklist

Map production bottlenecks, equipment, suppliers, customers, and recovery time for a manufacturing insurance review.

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11

Restaurant Insurance Risk Checklist

Review kitchen, liquor, delivery, property, employee, cyber, and income exposures for a restaurant.

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12

Surety Bond Application Preparation

Understand the information commonly needed for commercial, license, permit, and contract surety bond requests.

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13

Restaurant Liquor Liability Planning Guide

Organize alcohol sales, service practices, training, events, delivery, and claims information for a restaurant liquor liability review.

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14

Hotel Cyber Risk Checklist

Review reservation systems, payment data, vendors, access controls, privacy response, and operational dependence for a hotel cyber discussion.

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15

Multifamily Water Damage Prevention Checklist

Review plumbing, roofs, appliances, vacant units, leak detection, maintenance, and emergency response across a multifamily portfolio.

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16

Auto Dealer Cyber & Crime Checklist

Evaluate dealership payment systems, customer data, funds transfer, social engineering, keys, titles, and employee controls.

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17

Warehouse Legal Liability Checklist

Organize customer goods, contracts, maximum values, storage conditions, handling, and loss controls for warehouse legal liability.

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18

Commercial Umbrella Limit Planning Guide

Use contracts, underlying policies, operations, assets, and severe-loss scenarios to structure an umbrella or excess liability review.

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19

Commercial Property Coinsurance Calculation Guide

Understand the standard property coinsurance formula, required insurance, carried-to-required ratio, and potential covered-loss reduction.

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20

Hired & Non-Owned Auto (HNOA) Insurance Guide

Understand HNOA exposure when employees use personal, rented, borrowed, or leased vehicles for business purposes.

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21

Commercial Auto Loss Runs & Claims History Guide

Build a complete, currently valued commercial auto loss history that helps underwriters evaluate frequency, severity, open claims, and corrective action.

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22

FEMA, Private & Excess Flood Insurance Comparison

Compare the role of FEMA flood, private flood, and excess flood options for homes and commercial properties.

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23

Cyber Insurance Application Checklist

Prepare the security, data, revenue, vendor, backup, and incident information commonly requested for a business cyber insurance quote.

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24

Business Insurance Quote Submission Checklist

Prepare accurate operations, ownership, exposure, policy, and loss information before requesting a commercial insurance quote.

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25

Business Consultant Insurance Checklist

Connect consulting services, client contracts, professional liability, premises risk, cyber exposure, employees, and business travel to the right insurance review.

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