Renew the firm's professional indemnity insurance

Proposal form, fee figures and claims history ready for renewal.

1. Get fee income by work type
2. List claims and anything that could become a claim. Most people forget this: Not telling the insurer about a known issue can void cover
3. Fill in the proposal form
4. Check the cover meets your professional body's minimum
5. Send to the broker a month before renewal
6. Compare quotes, excess and exclusions
7. Approve the cover (Managing partner signs off)
8. Save the certificate and update the website details

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