Desktop BI Review
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Submit Desktop BI Review

Complete your review details and upload your documents, then pay securely to submit.

Each policy / policyholder requires a separate submission.

1Review details2Payment

Your Contact Information

Business Information

Each location is priced separately ($350/location). If you have multiple locations, please include documents for each.

Documents Requested

The first three are the primary documents we require. The last two help us expedite your review but are not mandatory.

What we needRequired
Detailed Internal Income Statements
Last full financial year, or a detailed annual budget. Audit statements may not provide sufficient detail.
Policy Wording
Your current commercial policy wording
Declaration Pages
Policy declarations showing current limits
What we may ask forOptional
Payroll Details
Additional information and/or allocation of staff costs
Forecasted Revenue
Established internal revenue forecasts or estimated growth rates (%)

Upload Documents

Drop files here, or browse
Excel, Images, PowerPoint, Word, PDF, ZIP, Email — up to 4 MB per file
Larger files? Email them to DesktopBI@ropervaluation.com with your reference number.

Report Sharing

Would you like us to send a copy of the completed report to another party?

Next you’ll review your total and pay securely. Your review is submitted once payment completes.

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