A short diagnostic to help structure a discovery conversation — trade, size, concerns, and what that typically points to. Plain English, no jargon.
1Trade
2The business
3Concerns
4Results
What trade or industry is the business in?
This shapes which covers are typically relevant, and which type of policy is likely to fit.
Tell us about the business
Size
Typical Contract Value
How the business operates
Select everything that applies. There's no wrong answer — this just shapes what's shown next.
Industry-Specific Considerations
Subcontractor Type
Statutory Compliance
What concerns the business most?
Select any that reflect real concerns for the business.
Priorities for the conversation
This is a discovery prompt, not a substitute for full fact-find or regulated advice. Training Matters Ltd is a training and development provider, not authorised to give insurance advice. Responsibility for any advice given to the client remains with the broker's own regulated process — use this to help shape the conversation, not to replace it.
Help your whole team run conversations like this
Structured discovery — spotting risk, matching it to structure, and explaining it clearly — is exactly what our technical and professional development programmes build into a team as a habit, not just a tool.