Renew a commercial policy
A 120-day sequence for loss runs, exposures, quotes, forms and delivery.
Open renewal checklistAction library
Business Insurance Checklists
Choose a checklist by the business event you need to complete, then attach the real records behind each item.
Start hereThe renewal checklist is the most complete workflow. Quote, COI, lease and claim checklists can then be used as focused attachments to the same policy file.
Prepare a quote submission
Collect the operating facts an underwriter needs before comparing prices.
Open quote checklistReview a certificate
Match contract requirements with the policy and endorsements behind the COI.
Open COI checklistDocument a claim
Organize dates, photos, records, communications and requested documents.
Open claim checklistUse checklists as records, not decoration
A checked box should point to a document, owner and date. Save completed worksheets with the policy file and reopen them when the business hires, moves, buys equipment, adds vehicles, signs a contract or reports a claim.