Just like kids start school ready to learn, your business can start fall ready to grow, by taking inventory, setting goals, and closing critical coverage gaps.

If your business had a “first day of school board” just like you see all over social media, what would it say? 

Why Back to School is the Perfect Time for a Business Snapshot:

First day of school boards are a popular tradition, noting fun stats and facts like a student’s age, interests, graduating year, and dream career. For business owners, this fall trend is a great time to take a snapshot of your business, and to share this info with your advisors to make sure you’re on track.

What to Include on Your Business’s “First Day of School” Board:

Years in Business: Just like a student’s age tells part of their story, your company’s longevity reflects its experience, stability, and track record. Changes in longevity can impact insurance rates, eligibility, and carrier options.

Number of Employees: Whether you’ve hired more people or reduced headcount, staffing changes can affect workers’ comp, employment practices liability insurance (EPLI), and benefits coverage needs.

Biggest Goal for the Year: Whether it’s launching a new product, opening another location, or expanding online sales, big business moves often require policy updates.

New Assets or Equipment: New machinery, tech equipment, vehicles, and more? Documenting new purchases and informing your insurance broker helps ensure your property or commercial auto coverage is up to date.

Top Industry Trend: From regulatory shifts to tech innovations, staying ahead of your industry’s trends helps you anticipate risks and adjust your coverage.

And Just for Fun…Add These to Your Board:

Favorite Workday Snack: While freeze-dried fruit is a top-trending snack, and crispy orange Goldfish remain popular, what snack is fueling your team?

Team Superpower: Every team has a superpower. What’s the one thing you do best?

Dream Client or Project: Just like a kid notes their dream career, get inspired by listing your company’s dream client or project. Make sure your broker is aware of the types of work your company is aiming for.

Favorite Lunch Spot: Where does your team go for a midday pick-me-up and team connection?

Download our printable back-to-school business insurance board template, fill it out, and bring it to your next coverage review. This board is a great visual snapshot to kick off a new season!

Pro-tip: Review your 2025-2026 goals and gaps with an advisor. Our team can help you strengthen your insurance portfolio, identify and close coverage gaps, and protect your business from unexpected and often “invisible” risks. CONNECT HERE.

Sources: 

OpenAI. (2025, August 12). How years in business matter for insurance. ChatGPT [Large language model]. https://chat.openai.com/