Templates for risk managers and business owners

Run a commercial insurance program with the same tools a corporate risk department uses: certificate tracking, vendor requirements, business income limits, renewal timelines, quote comparison, RFPs, and a schedule of insurance for lenders and boards.

• COI Tracking SpreadsheetExcel $29

  Track every vendor and subcontractor certificate of insurance in one workbook. Enter the limits a certificate shows, and the sheet compares them to the minimums you set by vendor tier, flags gaps, counts down days to expiration, and rolls everything up on a dashboard.

• Vendor & Subcontractor Insurance Requirements Exhibit + COI Review ChecklistWord $29

  An insurance exhibit you attach to vendor and subcontractor agreements. It sets required coverages and minimum limits for three vendor tiers, spells out additional insured, waiver of subrogation, and primary and noncontributory wording, and gives you remedies when a vendor falls out of compliance. A one-page COI review checklist is included.

• Business Income / Business Interruption WorksheetExcel $29

  Estimate how much business income coverage you actually need. The workbook follows the ISO CP 15 15 worksheet structure, calculates net income plus continuing expenses, projects exposure for the restoration period you choose, checks the coinsurance requirement, and suggests a limit. Every ISO term has a plain-English comment.

• Commercial Insurance Renewal Checklist & 120/90/60/30 TimelineExcel + Word $19

  Enter your renewal date once and every task gets a due date. The timeline covers what to do at 120, 90, 60, 30, and 0 days: exposure updates, loss runs, marketing decisions, proposal review, binding, and certificates. A Policy Review sheet walks each line of coverage, and the Word version prints as a one-pager.

• Schedule of Insurance / Insurance SummaryExcel + Word $19

  A clean schedule of every policy you carry: line, carrier, AM Best rating, policy number, term, limits, deductible, premium, and broker. The Excel version totals premium and flags expirations; the Word version is the summary table lenders, boards, landlords, and buyers ask for.

Coming soon

• Business Insurance Quote Comparison SpreadsheetExcel Coming soon $19

  Put up to four carrier quotes next to each other, line by line, and score them on the criteria that matter to you. The weighted score row keeps the cheapest quote from winning by default when its limits or exclusions are worse.

• Insurance / Broker RFP Template + Scoring SheetWord + Excel Coming soon $29

  Run a broker selection or program marketing the way larger organizations do. The Word RFP gives bidders the exposure data and asks the questions that reveal real differences; the Excel scoring sheet turns responses into a defensible decision.

Free insurance tools

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