Request a Quote
DOCUMENTS CHECKLIST

Prepare the right details for a smoother quote.

A well-prepared request helps insurers understand the risk and can make quotation review clearer and faster.

Clear guidance.
Tailored cover.
CLEAR GUIDANCE

What should you have ready?

Requirements vary, but these common details are a practical starting point.

01

Motor documents

Understand what it means, why it matters and what details are worth checking.

02

Medical member details

Understand what it means, why it matters and what details are worth checking.

03

Property asset records

Understand what it means, why it matters and what details are worth checking.

04

Business schedules

Understand what it means, why it matters and what details are worth checking.

05

Travel information

Understand what it means, why it matters and what details are worth checking.

06

Claims documents

Understand what it means, why it matters and what details are worth checking.

WHAT TO PREPARE

A clearer place to start.

Use this list to organise the details that may support a more useful review.

01ID and KRA PIN where requested

02Policy or renewal schedule

03Asset values and lists

04Vehicle logbook and valuation

05Member ages or staff schedule

06Travel dates and destination

07Relevant supporting records

PRACTICAL SUPPORT

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