Your next project
Put the job on the agenda.
Use an introductory appointment to explain the work and the insurance question that is holding up your decision.
Prepare the outline, not a document upload.
Know the type of project, where the work takes place, your expected start or renewal date, and which contract requirement needs attention. You can identify the documents you have without sending them through this site.
- Your role: general contractor or specialty trade
- The scope you perform and any subcontracted activities
- The requested coverage or endorsement wording
- Project timing and the current policy renewal date
Keep medical records, payment information, identity documents, passwords, and confidential insurance files out of the booking notes. Ask for an appropriate document-sharing method during the discussion.
Begin with a conversation
The appointment opens the Tools for Enlightenment calendar on Cal.com. Scheduling takes place on that external service, where its own privacy terms apply.
Arrange a project discussion