Template

Insurance Prospect Assessment Checklist

by Luke Robinson, from the Community

10+

This Insurance Prospect Assessment Checklist helps brokers and agents capture essential client information and evaluate risk exposures before quoting. The form collects insured and brokerage details, contact information, and address, then guides users to specify business activities and desired coverages such as property, crime or theft, stock and contents, liability, business income, and management liability. It includes prompts about asbestos and insulated panelling to identify material and property risks. Complete the brief assessment and email the results to streamline underwriting, qualify leads faster, and ensure more accurate proposals. Templates in the SafetyCulture Public Library are examples and not a substitute for professional advice.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Property Risk Control Inspection Checklist
Use this property risk control inspection template to document building information, operations, and exposures for underwriting. Capture construction details, fire protection, security, electrical, HVAC and plumbing conditions. Evaluate fire, flood, windstorm, earthquake and nearby exposures. Review premises liability risks, maintenance, signage and contractual exposures. Verify safety programs, employee training, incident response and risk transfer procedures. Add photo evidence, record recommendations for property and liability improvements, and assign an overall risk rating to support risk engineering and underwriting decisions.
by Austin Dingledine, from the Community
Downloads: 0
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Template
Inspection Permit Template
Use this inspection permit template to support land and asset procurement workflows. Capture essential details such as location, property and building owners, and authorization to proceed. This template helps standardize approvals and record keeping, and should be adapted to your organization’s compliance and jurisdictional requirements. Templates in the SafetyCulture Public Library are examples only and are not a substitute for professional advice.
by James Spears, from the Community
Downloads: 0
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Template
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.
by Jacob Ross, from the Community
Downloads: 10+
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Template
Managed Services Prospect Walkthrough Checklist
This managed services prospect walkthrough checklist helps MSPs assess a client IT environment during discovery or onboarding. It guides a structured review of compliance needs, business scope, line of business applications, phone systems, cybersecurity controls including MFA and antivirus, locations and remote users, endpoints and device management, hypervisors, servers and roles, shared storage, patching practices, email platforms such as Microsoft 365 and related apps, video conferencing use, backup strategies including appliances, network infrastructure across switches, firewalls and wireless, remote access and VPN, ISP details, and general observations. Use it to document current state, identify risks and gaps, and gather facts needed for accurate proposals and service planning.
by Tim Nepus, from the Community
Downloads: 10+
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Insurance Prospect Assessment Checklist

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Property Risk Control Inspection Checklist

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