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Free course template · Global

Insurance for your small business: Required cover, optional cover and choosing a policy

A ready-made course, live deck and two surveys for small business owners and managers. AhaSlides tracks progress, completion and scores for you. 30 minutes, 6 lessons, 10-question final check. Last reviewed 4 November 2026; not legal advice.

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Course outline at a glance

  • Why insurance matters
  • Practise
  • Scenario

  • Required cover
  • Check yourself
  • Tabs
  • Quiz
  • Multi-select quiz

  • Liability and property
  • Match the risk
  • Accordion
  • Matching quiz
  • Quiz

  • What lenders ask for
  • Surety bonds
  • Practise
  • Flashcards
  • Quiz
  • Scenario

  • Choosing the policy
  • Company and agent
  • Quiz

  • Final assessment
  • Course complete
  • Quiz
  • Flashcards

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 2 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's result on the 10-question final check, against the 80% pass mark.

  • What landed

    Survey results show what people took away and what to change next time.

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6 lessons, about 30 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Why insure the business · 7 min

    Before you begin · Why insurance matters · Practise

  • Lesson 2: Required insurance for employers · 4 min

    Required cover · Check yourself

  • Lesson 3: Other types of cover · 4 min

    Liability and property · Match the risk

  • Lesson 4: Lender cover, key person and bonds · 7 min

    What lenders ask for · Surety bonds · Practise

  • Lesson 5: Selecting insurance · 4 min

    Choosing the policy · Company and agent

  • Lesson 6: Final assessment · 4 min

    Final assessment · Course complete

Source and credit: Adapted from Federal Deposit Insurance Corporation (FDIC) Money Smart material; the FDIC does not endorse AhaSlides. AhaSlides condensed and rewrote this material for workplace learners and added quizzes and activities. Source: Insurance for a Small Business (Participant Guide) (opens in a new tab) · Money Smart for Small Business (opens in a new tab)

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding or as continuing professional development, with a yearly refresher (best practice).

Small business owners and managers.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Link to your live session deck
  • Link to the self-paced course
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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