Area → observation → next step
A simplified, fictional example of a review summary. It is not a client document, an assessment of your policy or confirmation that a loss is covered. The actual scope and format depend on the work agreed.
| Area | Illustrative observation | Next step |
|---|---|---|
| Property | Following expansion, a new building is missing from the schedule. | Compare the schedule, current values and sums insured. |
| Liability and contracts | A new client’s requirements have not been compared with the policy. | Compare contractual requirements with cover, limits and exclusions. |
| Interruption | Business interruption terms are missing from the available documents. | Establish whether BI is included, then check insured events and the cover period. |
The review scope is agreed with the company before work begins. Findings require suitable documents and clarification of uncertainties.
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