You do not need every answer before contacting Anthony. Start with what you know; this checklist shows what to gather next. It is not an application, safety audit or confirmation that an insurer will accept the risk.
1. Business and renewal basics
Collect the information that identifies the business, timing and current insurance position.
- Legal and operating names, address and contact
- Years in business and owner or manager experience
- Current insurer, policy number and renewal date
- Requested effective date and reason for shopping
- Five-year loss history or the available insurer period
- Current policies, certificates and requested limits
2. Operations and process percentages
Describe the complete workflow and estimate the percentage of sales or work represented by each activity.
- CNC milling, turning and multi-axis machining
- Manual machining, grinding, EDM and tool-and-die
- Welding, cutting, bending, forming and assembly
- Repair, prototype, production and off-site work
- In-house finishing, painting, coating or heat treating
- Every operation subcontracted to another business
3. Machinery, property and customer goods
Build a schedule that can support defensible values and realistic recovery planning.
- Make, model, year, serial number and value of major machinery
- Owned, leased and financed equipment
- Controls, tooling, attachments, rigging and installation costs
- Building, tenant improvements and fire protection
- Maximum raw stock, work-in-process and finished-goods values
- Maximum customer material, tooling and part values at one time
4. Products, customers and end-use
Show what leaves the shop and the consequence if a part is late, out of tolerance or alleged to have failed.
- Customer-print work versus shop-designed products
- Main part families and materials
- Industrial, automotive, aerospace, medical, defence or other end-use
- Largest customers and percentage of annual sales
- Canadian, US and other export sales
- Critical, load-bearing, safety-related or regulated applications
5. Quality systems and contracts
Gather the records that explain how specifications, inspection and contractual responsibilities are managed.
- Current certifications actually held
- Inspection, calibration and non-conformance procedures
- Lot, material and finished-part traceability
- Purchase orders and master service agreements
- Indemnity, additional-insured and insurance requirements
- Product recall or field-action procedures, if any
6. Safety, fire and environmental controls
Document real controls without treating the checklist as a substitute for qualified safety or environmental advice.
- Machine guarding, interlocks and lockout procedures
- Preventive maintenance and inspection records
- Hot-work procedures and fire watch
- Coolant, oil, gas, solvent and waste storage
- Dust, fume and mist collection or ventilation
- Sprinklers, alarms, extinguishers, housekeeping and security
7. Revenue, people and business continuity
Connect the physical operation to the financial consequences of an interruption.
- Annual sales, payroll and employee count
- Peak and seasonal production periods
- Replacement lead time for critical machines
- Single-source suppliers and outside processors
- Customer concentration and contractual delivery commitments
- Temporary production, outsourcing and extra-expense options
Bring the checklist to a broker conversation
Use missing items to guide the follow-up. Complete and accurate documents are needed before Westoak sends the final information package to an insurer.
Common questions
Do I need every item before requesting a quote?
No. Start with the information you have. The checklist identifies the follow-up work needed before Westoak sends the final information package to an insurer.
Can I print this checklist?
Yes. The page includes a print layout that removes navigation, forms and non-essential elements.
Is this an insurance application?
No. It is a preparation guide and does not replace an insurer application, the broker’s questions, comparison of policy terms or a safety assessment.
Primary sources
Safety sources explain the operation, not whether insurance will pay a claim. Use the current insurance contract and its certificate or summary page when making a coverage decision.
Questions about who handles the request? Meet Anthony and Westoak →