- Verify the company name, registered address, and detailed business description mentioned in the policy document
- Confirm policy limits, coverage sections, extensions, and any add-ons included under the plan
- Check the policy period, renewal date, and retroactive date (if applicable) carefully
- Keep all contracts, client agreements, licenses, and compliance records properly updated
- Clearly understand claim reporting timelines, required documents, and notification procedures
- Store digital and physical copies of the policy safely for quick and easy access during legal situations