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Book Strategy Triage (10 min)

Business Continuity Worksheet

Comprehensive assessment to identify your business continuity needs and insurance requirements.

Business Continuity Worksheet

This comprehensive worksheet helps you assess your business continuity needs and identify insurance requirements to protect your business from the loss of key personnel.

Business Owner Information

Percentage of business you own

Business Financial Information

$
$
$
$

Insurance Objectives

$

Estimated coverage amount needed

Risk Assessment

Number of critical employees whose loss would significantly impact the business