The 20-minute portfolio review works fine without preparation – but with five minutes of prep, you get double the value from it. This list gathers what's worth having on hand. Golden rule: unsorted is fine too – organising it is my job.
In brief:
- The most important item: the existing policies – as they are (PDF, paper, photo).
- For the numbers, the ballpark is enough: headcount, premises, vehicles, revenue range.
- Bring your questions and your bad experiences too – both are valuable input.
The documents
- ☐ Existing insurance policies – whatever turns up (a gap is information too)
- ☐ If you have one: an earlier list or spreadsheet of contracts (something like this)
- ☐ Any current partner/contractual insurance requirements (a tender notice, the insurance clause of a lease, a bank's requirement)
The numbers – ballpark is fine
- ☐ Headcount and the nature of the work (office / manual / mixed)
- ☐ Number and type of premises (owned / leased)
- ☐ Number of vehicles
- ☐ Annual revenue range
- ☐ Claims in recent years – a sentence or two on each
The plans and the questions
- ☐ What's changing in the next year or two? (a move, growth, a new activity, a big purchase)
- ☐ What prompted you to reach out now? (a specific case, a bad experience, a feeling of disorder, a tender)
- ☐ Your questions – any question that seems "silly" is a good question
What you don't need to bring
Not needed: a tidy spreadsheet (I build that), personal or health data (not needed at company level), or a decision (the conversation ends with a direction, not a signature). Process details: how the portfolio review works – book a time: booking here. The conversation is free and closes without obligation – worst case, you leave with an organised picture of your own portfolio.
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This article is for information purposes only and contains general information; it does not constitute an offer, or insurance, legal or tax advice. The specific covers, exclusions and pricing are set by the insurers' terms and conditions in force at any given time – it is worth going through these item by item when you request a quote. Updated: August 2026.
