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Check list commercial insurance insured name: policy # : make recommendation to insured for ...
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How to fill out here's a checklist that:

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Start by carefully reading through the checklist.
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Identify each item or task listed in the checklist.
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If you have completed a task, mark it as checked or crossed off on the checklist.
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If there are items that you have not completed, make a note of them for future action.
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Review each item on the checklist and make sure you understand what needs to be done.
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Take necessary actions to fulfill the requirements of each item on the checklist.
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Update the checklist as you complete each task or requirement.
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