Templates for insurance agencies
Letters and trackers an independent agency uses every week, built by someone who has read a lot of agency files: loss run requests, the three documents that keep an E&O file defensible, and a broker of record letter generator.
- Broker of Record LetterFree online generator Free Free
A broker of record letter tells a carrier that you have appointed a new agent or broker for the policies you list and withdraws the authority of the prior one. This free generator produces a letter you can copy, print, or save as a text file. · open the generator
Coming soon
- Loss Run Request Letter + 5-Year Loss Tracker + State Loss-Run Statute TableWord + Excel Coming soon $9
Request loss runs the way carriers expect to receive the request, then organize what comes back. The Word letter cites the policyholder's right to currently valued loss runs; the Excel tracker summarizes five years by line and policy year; the statute table lists states that set a delivery deadline.
- Agency E&O Pack: Coverage Declination / Rejection Acknowledgment, Coverage Recommendation Letter, Non-Renewal Client NoticeWord Coming soon $29
The three documents that keep an agency's errors-and-omissions file defensible. A signed declination shows the client was offered coverage and declined it; the recommendation letter documents what you advised; the non-renewal notice shows you told the client in time to replace coverage.
Free insurance tools
Use the letter generators in your browser, or download the free home inventory and proof-of-loss guide.