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Owner-Builder Insurance Discussion Checklist

Five common cover topics to discuss with insurers, brokers, regulators, and qualified advisers. This checklist does not determine what is required or suitable for your project.

6 min readUpdated July 2026

In this guide

  1. How to Use This Checklist
  2. Home warranty or building-compensation schemes
  3. Contract works or construction insurance
  4. Public liability
  5. Workers compensation and workplace injury
  6. Existing property, contents, tools, plant, and materials
  7. Documents to Retain

How to Use This Checklist

Insurance terms, statutory schemes, worker classifications, thresholds, providers, and premiums can change and depend on your jurisdiction and project. Obtain current written advice and read the policy documents before starting work or committing money.

Keep in mind: No price bands or state-threshold table is included because a static generic figure can be mistaken for current or suitable cover. Confirm the position directly for your circumstances.

1. Home warranty or building-compensation schemes

Confirm whether an owner-builder scheme, exemption, resale obligation, or disclosure applies
Check current thresholds, eligibility, timing, providers, exclusions, and required evidence
Ask a qualified adviser how the scheme interacts with contractors and later sale

2. Contract works or construction insurance

Describe the site, existing structures, work, materials, temporary works, and construction period
Check storm, water, fire, theft, malicious damage, design, defective work, testing, and unoccupied-site exclusions
Confirm excesses, sublimits, security conditions, extensions, notifications, and when cover ends

3. Public liability

Discuss your activities, neighbouring property, visitors, deliveries, contractors, and site access
Confirm insured entities, limits, exclusions, contractual liability, cross-liability, and period of cover
Do not assume a contractor's policy covers your own responsibility

4. Workers compensation and workplace injury

Confirm whether anyone may be an employee, worker, deemed worker, or contractor under current law
Check payroll, principal-contractor, site-safety, notification, and insurance duties with the relevant authority
Verify contractor evidence without treating a certificate as proof of every obligation or exclusion

5. Existing property, contents, tools, plant, and materials

Tell the existing insurer about demolition, renovation, vacancy, storage, and construction activity
Confirm responsibility for hired plant, contractor tools, materials in transit or storage, and existing-property damage
Obtain written confirmation of changes, exclusions, cancellation, replacement cover, and handover arrangements

Documents to Retain

Written advice and quotations
Policy wording, product disclosure statement, schedule, endorsements, and certificates
Insured names, site address, declared activities, values, dates, limits, excesses, and exclusions
Correspondence about changes in scope, value, timing, occupancy, security, or incidents
Contractor and consultant evidence, including the entity and expiry date supplied
Claim and incident-notification instructions
Renewal, extension, handover, cancellation, and replacement-cover dates
Keep in mind: A certificate of currency is a useful record but does not contain the full policy terms. Verify the underlying cover and seek legal or insurance advice where appropriate.
From worksheet to working record

Keep the questions, numbers and follow-up with the project.

Bildr brings your plans, budget, trade proposals, programme and project records together. Important figures, dates, scopes and compliance-related changes still wait for your confirmation.

Use your own plans. Review Bildr’s first reading and answer five tailored questions free. No card.