Why reviews matter
Businesses change over time. New services, more employees, new equipment, bigger contracts, or a new location can all affect what coverage you might need. If your insurance hasn't been reviewed in a while, there may be gaps you don't know about.
Gather your information
AI can help you create a checklist of information to gather before meeting your agent, such as changes in revenue and payroll, new equipment or vehicles, new services, contracts that require specific coverage, and any incidents or claims during the year.
Prepare your questions
Ask AI to help you write questions to discuss, such as what happens if a customer is injured, whether your equipment is covered at job sites, or what happens if your business has to close temporarily. Your agent can explain how your specific policies respond.
Understand the terms
Insurance language can be confusing. AI can explain general terms like deductibles, limits, and exclusions in plain language so you can follow the conversation. Your actual policy documents and your agent are the authorities on your coverage.
Review contracts
Many client contracts include insurance requirements. AI can help you list those requirements so your agent can confirm whether you meet them.
Keep good records
After the review, AI can help you summarize decisions and follow-up items.
Make it annual
Schedule a review every year and whenever your business changes significantly.
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