Short answer
Gather current forms, dates, prior submissions and the change timeline. Do not assume renewal or a new product automatically addresses work or incidents from another period.
An illustrative example
A client changes services close to renewal.
This is a hypothetical situation, not a real customer outcome or a coverage determination.
Three facts to prepare
- Policy periods
- Activity timeline
- Known matters
Use a brief, accurate summary. Separate confirmed facts from assumptions; keep passwords, identity numbers, private customer records and confidential documents out of an initial marketplace request.
A question to bring to the right professional
Which continuity and reporting questions need careful review?
The goal is an accurate client activity description and a qualified review of available terms. Keep professional, legal and technical questions with their appropriate reviewers. Use category-level information first and obtain evidence through a secure process, avoiding unsupported assumptions about compliance, authority or coverage.
Sources and scope
- NIST: AI Risk Management Framework
A voluntary framework for organizing AI risk. It is not an insurance contract, certification or determination of legal compliance.
- Travelers: technology errors and omissions risk examples
Insurer-authored context on technology service allegations and differences in policy wording. Product descriptions apply to that source; they are not LunarQuote offers or evidence of a partnership.
Sources supply the stated background, not a determination about the illustrative case. The example, checklist and discussion prompt are LunarQuote educational material. Source links checked October 5, 2026.
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