A useful insurance conversation starts with a clear picture of your business. Work through these six groups before a first policy or renewal. Tick what you have gathered, and bring any unanswered questions to Umber.
No. Start with your business activity, location and main concern. Use the checklist to identify what you have and what needs a discussion.
No. This is an information-gathering tool. Insurance protection depends on the policy, disclosures, underwriting, exclusions, conditions and the circumstances of a loss.
No. The ticks stay in this page session and reset when you reload. They are not sent to Umber. Use your browser’s print option to keep a paper copy or save a PDF before leaving.
General information to help prepare a conversation. Cover is subject to the selected policy wording, disclosures, underwriting, exclusions, warranties and deductibles. Examples are illustrative and are not client cases or promises of claim payment.
