Include Insurance Documents
You don’t need to include entire contracts or policies, only the proof of purchase. For example, my liability insurance policy has one page that proves I am insured and provides enough information to satisfy the business plan reader.
Tip: Keep your original document and include copies in your Appendix; readers may not return the originals
| Insurance Checklist |
|---|
| Research Insurance Needs |
| General Liability Insurance |
| Product Liability Insurance |
| Errors & Omissions Liability Insurance |
| Malpractive Liability Insurance |
| Automobile Liability Insurance |
| Fire & Theft Insurance |
| Business Interruption Insurance |
| Overhead Expense Insurance |
| Personal Disability Insurance |
| Key-Person Insurance |
| Shareholders’ or Partners’ Insurance |
| Business Loan Insurance |
| Term Life Insurance |
| Medical Insurance |
| Group Insurance |
Action
- Secure a copy of the appropriate insurance documentation and include it in the Insurance Document Appendix.