Pre-Acquisition Insurance Checklist & Broker Performance Review

Property and casualty insurance is often overlooked in acquisitions, leading to significant, unanticipated price swings post-close due to gaps in coverage or unforeseen liabilities.

To help searchers be more proactive, I’ve put together a shareable document with 13 key pieces of information to request and review in advance—some obvious, others often missed. There's also a tab with 14 metrics to help assess insurance agent performance.

I’ll be publishing individual articles in the future, diving deeper into each of these points

https://docs.google.com/document/d/1PIEC-zXA8n4-JB_gd63fe1Q9YUULNhia15GsLnE7nkg/edit?usp=sharing