Small business insurance checklist

Find the coverages your business should ask about before getting quotes.

Answer a few questions about your industry, employees, vehicles, customer data, and contracts. Get a plain-English insurance checklist and quote prep sheet.

Free tool

Coverage checklist builder

This is not insurance advice. Use it to prepare better questions for a licensed insurance professional.

Industry State Employees Annual revenue

Risk signals We provide advice, designs, analysis, care, code, or professional services. We store customer data, payment data, health data, logins, or client files. We sell, install, import, make, serve, or distribute products or food. We drive for work, deliver, visit job sites, or use business vehicles. We own tools, equipment, laptops, cameras, inventory, or mobile gear. Customers visit us, we visit customer property, or we lease a commercial space. Clients, landlords, venues, or platforms ask for certificates of insurance.

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