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Renewal Planning Toolkit

Personalized Renewal Checklist

Answer three quick questions and get a list of business information to gather before your next commercial insurance renewal. Having information ready can make renewal questions easier to answer. Tick what you already have, then print the list if it’s useful. No email and no sign-up.

Information only. Please do not send us insurance documents.

This checklist is for your own use. Groundline does not collect or review insurance documents. Nothing here is insurance advice, and not every item applies to every business. Items are typical examples, not a complete or required list.

Your answers and ticks stay on this page. They’re used only in your browser. They aren’t sent to Groundline or saved to a database, and they aren’t kept after you refresh or close the page. Groundline’s analytics records only that the checklist was used, printed, or cleared, and whether the Start a Second Look link was clicked.

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Want to request a Second Look before this renewal?

Groundline organizes what you tell us about the business, what has changed, and your renewal timing into The Groundline Brief. If a request moves forward, it may be passed to a licensed insurance professional, who will identify themselves and their firm. Groundline does not give insurance advice, review coverage, quote, place, or bind insurance. There is no cost to submit a request through Groundline.

Your answers and ticks here are not passed to the request form. The form asks its own questions.

This checklist is general information, not insurance advice. Items are typical examples, not a complete or required list, and not every item applies to every business. Your answers and ticks stay in your browser and aren’t kept after you refresh or close the page. Groundline does not give insurance advice, review coverage, quote, place, or bind insurance. Groundline does not collect or review insurance documents.