BROWARD COUNTY • INSURANCE PLANNING

Business Insurance Review Checklists

Choose the checklist that fits your business and gather the details your agent needs to discuss coverage.

Use your browser’s Print menu to print or save this resource as a PDF. Keep completed worksheets privately. Do not put policy numbers, Medicare numbers, medical records or Social Security numbers in our general quote form.

Prepare for the business you actually run

Use the relevant checklist to organize a discussion. These are starting points, not a complete list of required coverage. Explore our Broward County business insurance options, or use the detailed commercial quote request when you are ready.

Contractors & trades

Types of work and any subcontractors.
Payroll, vehicles and tools taken to jobs.
Contracts, certificate requests and prior claims.
Ask about liability, workers’ compensation, commercial auto and equipment.

Shops & restaurants

Location, lease and building responsibilities.
Inventory, equipment and operating hours.
Employees, deliveries and food or alcohol operations.
Ask about property, liability and interruption of operations.

Professional & office services

Services provided and client contract requirements.
Revenue, staff and work locations.
Customer data and systems used.
Ask about professional liability, cyber and general liability.

Home-based & growing businesses

Business activities conducted at home.
Visitors, stock, equipment and delivery vehicles.
New employees or a planned move.
Ask where personal policies may leave business exposures uninsured.

Request a business coverage review

Talk through your next step

Direct Insurance Network, LLC can help you organize your coverage questions. AI phone answering is available 24/7; licensed-agent follow-up is Monday–Friday, 11 a.m.–5 p.m. Eastern. A request does not bind coverage or confirm an appointment.

Request a business coverage review Call (800) 310-2743