Showing the mechanics
If a policyholder is expected to improve risk, they should be given the information needed to do it — organized into what was found, what to do, and why it’s worth doing.
The scope of the assessment, in plain terms.
The hazard or exposure that was identified.
The potential consequence if nothing changes.
The standard, guideline, or risk principle behind the recommendation.
The corrective action and how urgent it is.
What evidence of completion looks like.
How the improvement affects the account's risk profile.
How the carrier may weigh it in renewal or pricing decisions.