Checklist of Required Information

The following checklist gives examples of the information required for a thorough Review. As much as possible should be provided in advance (when and if available), because this preview makes our visit to your office(s) more efficient. If any documents are not immediately available, we can source or create this information during the Review.

Copies of all insurance policies (duplicate policy copies may be requested from your insurance broker)

  • Corporate: property, liability, auto, umbrella, workers comp., etc.
    Personal (if sole proprietor/ shareholder): homeowners, auto, umbrella, life, etc.

Copies of lease(s)

  • Building(s)
  • Automobile(s)
  • Equipment
  • Other

Copies of contracts and service agreements

  • Standard purchase/ sale agreements
  • Consultants/ independent contractors employment agreements
  • Alarm monitoring
  • Cleaning
  • Equipment servicing
  • Other outsourcing

List of all physical assets, owned, leased, rented and each item’s replacement cost new

  • Furniture
  • Office equipment
  • Tenant’s improvements
  • Other

Service providers

(all contact information – names, firms, telephone and fax numbers, email)

  • Attorney
  • Accountant
  • Landlord(s)
    Insurance broker(s)
  • Alarm companies (installation & monitoring)
  • Other providers