Business Insurance Checklist- Here’s What You’ll Need


This checklist is an example of some important information that will help you and your agent determine any necessary adjustments to your current business insurance program to ensure your business is covered properly, both right now and into the future.


  • A copy of last year’s policy
  • Recent property appraisals
  • List of property or building improvement projects—life safety code updates, green building materials, roofing, etc.
  • List of recent property investments—computer/network equipment, mobile equipment, fine arts/signage, etc.
  • Values of in-stock, reserve, or stored materials
  • Employee count and work assignment—full-time versus part-time
  • List of company’s directors and officers
  • Descriptions of safety programs
  • Insurance carrier’s risk control recommendations, based on operations/facility survey
  • Number of individuals/clients for whom you maintain records containing sensitive, private, or other confidential information
  • List of company names and office locations for vendors and suppliers
  • Sales figures—online versus offline
  • Number of owned autos
  • Planned international business expansion or travel
  • Planned joint ventures or partnerships
  • Planned new product development or service offering


Since 1897, CNA has been providing outstanding service and an ongoing commitment to building long-term relationships, earning a reputation for being a carrier that inspires trust. CNA, takes pride in their ability to offer innovative products and services that meet the evolving needs of their customers and business partners alike.