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Checklist

Commercial Lines Checklist

One insurance checklist. Complete coverage every time.

New commercial policy? Renewal coming up fast? Review existing or needed coverages quickly, easily and completely with our commercial lines checklist. Your first use creates a lasting resource for you and your client, making insurance renewals a snap!

Our commercial lines checklist is the result of years of experience in commercial lines insurance. Coverages on the checklist include Commercial Property Insurance, Business Interruption, Inland Marine, Boiler, Liability, Crime, Auto, Garage Auto and Transportation insurance.

Checklists can be used to:

  • Engage and educate new clients on recommended and available coverages
  • ensure complete coverage for a client at time of renewal
  • review existing client coverages if/when the business undergoes a change
  • Serve as a reminder of the coverages that are commonly available

The checklist is a Word Form in which only Form Elements (checkboxes, text fields) may be edited. Customization of the form (adding custom points or your company logo for example) is available at an additional fee. Please email us for a quote.

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