INSURANCE EVIDENCE RETENTION POLICY
Policy owner / approval: [Owner and approval date]
Records covered: [Certificates, endorsements, correspondence and decisions]
Retention rule and supporting requirement: [Approved duration and basis]
Retention start event: [Project closeout, policy end or other event]

Storage: [Approved secure repository]
Record identifiers: [Vendor, project, policy number and applicable dates]
Version handling: Preserve prior evidence when a renewal or correction arrives.
Access permissions: [Authorized roles]
Backup and retrieval process: [Process]
Legal hold procedure: [Hold owner and release authority]
Deletion approval and record: [Approver and deletion log]
Periodic review: [Review interval and owner]

Exceptions and unresolved requirements: [Items]
Approval reference: [Reference]