Checklist

Business Insurance Review Checklist

Review each policy for adequate cover, correct sums insured and timely renewal so gaps do not surface at claim time.

BUSINESS INSURANCE REVIEW CHECKLIST

Annual review of your business insurance portfolio for coverage and adequacy.

Asset & Property Cover

  • ☐ Standard Fire & Special Perils / Bharat Sookshma policy in force
  • ☐ Sum insured matches current asset value
  • ☐ Stock and inventory adequately covered
  • ☐ Burglary and machinery breakdown cover reviewed

Liability Cover

  • ☐ Public / product liability cover reviewed
  • ☐ Professional indemnity for service businesses
  • ☐ Directors & Officers (D&O) liability, if applicable
  • ☐ Cyber liability / data breach cover considered

People Cover

  • ☐ Group health insurance for employees
  • ☐ Group personal accident cover
  • ☐ Workmen's Compensation / ESI position reviewed
  • ☐ Key-person insurance for critical individuals

Other & Statutory

  • ☐ Motor insurance for company vehicles current
  • ☐ Marine / transit cover for goods movement
  • ☐ Business interruption cover reviewed

Policy Administration

  • ☐ Renewal dates tracked and premiums budgeted
  • ☐ Exclusions and deductibles understood
  • ☐ Nominee and beneficiary details correct
  • ☐ Claims history and pending claims reviewed

Note: Under-insurance can trigger the average clause and reduce claim payouts; align sums insured with current values at each renewal.

Before you use it — fill in / check

  • Business/entity
  • Date
  • Responsible person

How to use this template

  1. Read through and replace every [bracketed] or blank placeholder with your actual details.
  2. Delete any clause that doesn't apply and add anything specific to your situation.
  3. Click Print / Save as PDF to download, or Copy text to paste into your letterhead.
  4. Get it signed / stamped / notarised as required, and keep a copy for your records.

This is a general, editable template for convenience only — not legal advice. For anything material, have a professional review it. TaxClue isn't liable for how it's used.