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Helpful Insurance Tips
Simple tips from BiZ Broker to help you review, update, and manage your insurance with confidence.
Take photos, collect the other party’s information, save receipts, and keep any police or incident reports.
Report a ClaimBefore your policy renews, check your address, vehicles, drivers, business operations, and coverage limits.
Review PolicyHave your policy number ready before making a payment and confirm the correct insurance carrier.
Make a PaymentHave the certificate holder name, address, project details, and any special wording ready before requesting a certificate.
Certificate LoginUpload declaration pages, photos, driver lists, vehicle schedules, claim files, or policy documents in one place.
Upload DocumentsIf your business adds employees, vehicles, locations, services, equipment, or subcontractors, your insurance may need to be reviewed.
Business InsuranceTrucking and transportation policies should be updated when drivers, vehicles, trailers, cargo, or operating radius changes.
Transportation CoverageRenovations, new roofs, finished basements, home businesses, pools, or major purchases may change your insurance needs.
Home & AutoMarriage, children, a new home, business ownership, or retirement planning are good times to review life insurance and beneficiaries.
Life & Annuity