Motor Dealers Insurance Survey and Needs Analysis

This template supports motor dealerships with a comprehensive insurance property survey and needs analysis. It captures business details, licensing, brands represented, services offered, vehicle types, and turnover. The property survey reviews construction, asbestos, fire safety, security measures, housekeeping, locale risks, car parks, and office risk controls. It also covers electrical systems, machinery and hoists, storage and warehouse practices, and general notes. The insurance fact finder spans material damage, flood, business interruption, theft, glass, hail, portable equipment, broadform liability, professional indemnity, equipment breakdown, and marine cargo. Motor vehicle sections include trade plates, customers’ vehicles, stock vehicles, heavy and light vehicles, and loan vehicles. Optional covers include management liability, cyber risks, workers compensation, corporate travel, product recall, trade credit, event liability, aviation, and key person insurance.