Business Insurance Needs Assessment Checklist Form
Assess your business’s insurance needs with this comprehensive checklist. Please answer all questions to help identify coverage gaps and priority areas.
Business Name
*
Industry Sector
*
Please Select
Retail
Hospitality
Professional Services
Manufacturing
Technology
Healthcare
Construction
Other
Number of Full-Time Employees
*
Which types of insurance does your business currently have?
General Liability
Property Insurance
Workers' Compensation
Professional Liability
Cyber Liability
Business Interruption
Commercial Auto
Other
Please rate your perceived risk level for the following areas:
*
Rows
Low
Medium
High
Property Damage
1
2
3
Lawsuits/Legal Claims
4
5
6
Employee Injuries
7
8
9
Cyber Attacks/Data Breach
10
11
12
Natural Disasters
13
14
15
How important are the following types of insurance for your business?
*
Rows
Not Important
Somewhat Important
Very Important
General Liability
16
17
18
Property Insurance
19
20
21
Workers' Compensation
22
23
24
Professional Liability
25
26
27
Cyber Liability
28
29
30
Do you review your insurance coverage annually?
*
Yes
No
How satisfied are you with your current insurance coverage?
1
2
3
4
5
What are your top concerns or priorities regarding business insurance?
Would you like to be contacted for a detailed insurance review?
Yes
No
Submit Assessment
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