Free client resource · Sample

Your next business conversation.

Use these prompts to prepare a business update for your own broker or agent.

What has changed?

Think about locations, people, services, equipment, vehicles and digital operations.

When is it happening?

Note whether each change is planned or already underway, and the relevant dates.

What would you like to discuss?

Ask your broker or agent what information is needed. Use their usual contact route for sensitive details.

Discuss changes when they arise rather than waiting for renewal. This guide does not assess coverage or change a policy.

Original Creative Consulting sample. Your business’s identity, insurance wording and contact details require approval before distribution.