Prepare for a conversation
Bring the lease. Bring the questions.
A useful first discussion starts with what the business does, what the premises require and when a decision is needed.
Choose a time to review the account.
The calendar opens on Cal.com under Tools for Enlightenment. Share an overview of the business when arranging the conversation; use an agreed secure channel for documents.
Open the booking calendarHave these details to hand
- The current policy and its renewal date, if the business is already insured
- The lease insurance exhibit and any upcoming opening or move
- Equipment values, improvements and who is responsible for each
- Changes to cooking, alcohol service, production or off-site activities
Keep sensitive personal information out of the initial discussion. Do not send medical records, payment details, passwords or identification documents through a general inquiry.