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1FEATURES AND FUNCTIONS
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2Did you know...
- More than 25 of small business that are forced
to close by natural disaster never reopen.
- Many business that reopen never regain their
financial strength.
- Large corporations have entire departments
dedicated to disaster preparedness and risk
management.
- Disaster planning tools designed for large
companies cost thousands of dollars.
3In This Section...
- We will take you through the process of creating
an Emergency Continuity Plan, using Open For
Business, so you will not be caught off guard
when disaster strikes. - Open For Business utilizes the Microsoft Word
application, which gives you great flexibility in
creating your Continuity Plan. Most likely, you
have already used Word. The next section is meant
to introduce you to some of the features specific
to Open For Business.
4The Open For Business tool contains 13 separate
forms, which combine into one preparedness plan.
The top of each form explains the information
that should be placed in that form. The lower
section contains gray fields where the
appropriate information should be typed in.
5Each file only comes with one form. You will need
to use the copy paste feature to create
additional forms. For example, every employee you
have will need his or her own form. To begin the
process, put the mouse cursor over the fillable
portion of the form and click the sign on the
top-left corner. This will select the portion of
the form that needs to be copied.
6Once the form is selected, click on Edit, in the
top-hand menu, and select Copy.
7After copying, click on the bottom of the form.
This is the area you will be pasting a copy of
the form. Once your cursor appears on the bottom,
click on Edit and select Paste. Another copy of
the form should appear below the original one,
allowing you to put in another set of information
8You should repeat this process as many times as
necessary. For example, if your company has 10
employees, you will need one form for each of
them.
9Once You Are Done...
- When you have finished filling out all the
forms, make sure to keep multiple copies at
several different locations. You can
- Email copies of the files to your personal email
address - Print out the files and keep them in your car
- Forward copies to all employees responsible for
disaster response.
- Make sure to schedule regular updates to the
plan.
10With so many great features why not give it a
try. Open For Business is free to all CAL
Insurance Associates customers. Simply go to
our website, www.cal-insure.com and click on the
Open For Business logo. For more information on
the Open For Business tool, give us a call at
(415) 661-6500.
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