Skip to content

Submit Assignment

Select a Service
Desktop BI Review Submit Review
Submit Review

Roper Valuation Desktop BI Reviews provide a high-level and effective analysis of a client’s operations, financials, and applicable policy wordings to establish accurate limits and support the provision of effective coverage.
The reviews are intended to replace traditional BI worksheets to provide a far more thorough and effective report for submission to insurers.

Let us do it for you!

Reviews are offered to Hub brokers in partnership with HUB International Canada West. HUB is going to be charged $250 for each review submitted.

Client Factsheet
Click here to download the Desktop BI Factsheet. Includes required information.

Download Factsheet

Sell Sheet
Click here to download the BI Sell Sheet.
Download BI Sell Sheet




  •  Desktop BI Review Report include:
    • Recommended business interruption policy limits. Limit calculations to include options for length of coverage at 12 months, 18 months or 24 months or where otherwise requested. Policies typically offer 12 months however we strongly recommend considering 18-24 months for most businesses. Longer is occasionally available and we are happy to provide 36-month calculations if requested.
    • Recommended ordinary payroll values where applicable. Values to include options for length of coverage at 30 days, 90 days and 180 days. In our experience the majority of businesses should purchase some level of Ordinary Payroll at a minimum. The broadest coverage is with policies that provide full payroll coverage. However this may result in much higher limit requirements.
    • Highlighting of any key risk & underwriting information identified within our review
  • Each location submitted to us will require and be provided with a separate Desktop BI Review Report
  • Each location will receive an individual Desktop BI Review Report
  • Contact Us if you have any questions.


  • Reviews are intended to be high-level and efficient. They are not intended to be a fully in-depth analysis or auditing of a client’s financials, operations or applicable insurance coverage. Should you require such services please submit a request for a business interruption review under our Advisory Services or contact us to discuss further.
  • Desktop BI Reviews are limited to policyholders that fall within the scope outlined below. If you have any questions or are unsure of whether
    •  Industries
      • Accommodation – Hotels, motels, bed & breakfasts or similar
        • This does not include those with casinos, resorts, golf courses or other operations built in, work camps etc.
      •  Food & Beverage – Restaurants, bars, pubs or similar
        •  This does not include those tied to casinos, resorts, golf courses etc.
      •  Dealerships / Automotive Repairs & Accessories
      • Retail
        • This does not include those with complex distribution/warehousing operations
      •  Real Estate – commercial & residential
      • Single location warehousing, distribution
    •  Operations
      •  Single location style operations. Larger and more complex operations integrated across multiple locations required a more detailed analysis.
      • Maximum revenue per location of $10,000,000
      • Canada based operations. No cross-border operations.
    • Should you submit an assignment for a review that falls outside of this scope you will be notified and recommended to complete the review as an Advisory Services Assignment. Hub will not be charged for any submissions that are declined by Roper Valuation as not falling within the scope below.
  • Reviews are associated with traditional BI coverage tied to a Physical Damage policy and we will require a copy of the applicable policy. Reviews are not intended to address additional business interruption / loss of income risks such as Equipment Breakdown, Cyber or other. It is up to you as the broker to determine whether a broader review is required.
  • Our ability to complete a Desktop BI Review is dependent on receiving the necessary business information.
  • Contact Us if you have any questions.


  • Fee charged to HUB – $250 per Location.
  • Hub International Canada West will be charged the flat fee for every Desktop BI Review submitted. It is up to Hub to determine whether this fee is to be charged to the Hub client.
  • The fee is to be charged for every submission received unless we have deemed the request to fall outside of the scope of a Desktop BI Review.
  • Additional fees may apply if we are asked to provide additional analysis that falls outside the scope of a standard Desktop BI Review


  • By submitting an assignment you are acknowledging and agreeing to the intended scope of review provided by a Desktop BI Review as well as the Terms & Conditions applicable to all Desktop BI Reviews.
  • Terms & Conditions as per the June 11th, 2022 agreement between Roper Valuation & Insurance Advisors Ltd. and HUB International Canada West dba HUB International Insurance Brokers.

Submit Review