What We Do Services Risk Review Why Risk Management How We Do It WorkShop What our Clients Say Who We Are Profile Ethics Speaking Blog Resources Articles Case Studies Risk Management Tools Contact Us Bookmark Us		Checklist of Required Information The following checklist gives examples of the information required for a thorough Review. As much as possible should be provided in advance (when and if available), because this preview makes our visit to your office(s) more efficient. If any documents are not immediately available, we can source or create this information during the Review. Please Contact Us with any questions. Copies of all insurance policies (duplicate policy copies may be requested from your insurance broker) Corporate: property, liability, auto, umbrella, workers comp., etc. Personal (if sole proprietor/ shareholder): homeowners, auto, umbrella, life, etc. Copies of lease(s) Building(s) Automobile(s) Equipment Other Copies of contracts and service agreements Standard purchase/ sale agreements Consultants/ independent contractors employment agreements Alarm monitoring Cleaning Equipment servicing Other outsourcing List of all physical assets, owned, leased, rented and each item's replacement cost new Furniture Office equipment Tenant's improvements Other Service providers - (all contact information - names, firms, telephone and fax numbers, email) Attorney Accountant Landlord(s) Insurance broker(s) Alarm companies (installation & monitoring) Other providers © RiskSmart Solutions 2002