Professional & product risks
Review technology services, advice, products, and promises made in customer contracts.
Bring the detail
Prepare product and revenue model. Explain any changes since your last insurance review and ask how the proposed terms address them.
Check the wording
Review the insured activities or property, exclusions, limits, deductibles, territory, and any conditions you must follow. Confirm who is named and when protection would start.
Cyber & privacy
Discuss data exposure, business interruption, security practices, and incident response.
Bring the detail
Prepare customer contracts and sales territories. Explain any changes since your last insurance review and ask how the proposed terms address them.
Check the wording
Review the insured activities or property, exclusions, limits, deductibles, territory, and any conditions you must follow. Confirm who is named and when protection would start.
Directors & officers
Explore governance risks as ownership, investors, and board responsibilities evolve.
Bring the detail
Prepare revenue, funding, and growth plans. Explain any changes since your last insurance review and ask how the proposed terms address them.
Check the wording
Review the insured activities or property, exclusions, limits, deductibles, territory, and any conditions you must follow. Confirm who is named and when protection would start.
Details that shape the comparison
Product and service scope
Explain the actual function and related implementation work.
Growth and territories
Distinguish current revenue from forecasts and new markets.
Contracts and dependencies
Bring customer requirements, funding documents and key supplier arrangements.
Record two offers in your comparison worksheet →
Look at the whole picture
Separate policies may address different risks. Ask the provider to explain any gaps or overlaps, and keep written confirmation of the answers that matter to your circumstances.
Read: An insurance checklist before signing a major customer →