Risk Assessment Form Template
A basic risk assessment template for gathering client exposure and coverage information.
Last reviewed: 5 January 2026
This template provides a framework for capturing key risk information from clients. Adapt it to your specific insurance lines and client types.
Client Details
Property Risks
Buildings and Contents
Liability Exposures
Liability Assessment
Risk Management
Current Risk Management Practices
- Health and safety policy in place
- Regular risk assessments conducted
- Staff training programmes
- Quality control procedures
- Business continuity plan
Claims History
Claims in Past 5 Years
| Date | Type | Description | Amount | Status |
|---|---|---|---|---|