Question

Should we involve our insurance broker in audit preparation?

Answer

Yes. Your broker should be aware of your intentions and your level of preparedness for an audit. They have relationships with underwriters they'll want to maintain, which may mean they stay at arm's length from the audit process itself. But keeping them informed ensures alignment and avoids surprises at renewal. If you're investing in strengthening your resilience posture, your broker should know — they can help communicate that to the market.

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