Agency / Multi-User License

Every template, for up to 10 users in one agency or company, with client distribution rights.

All 18 templates and generators, licensed for up to 10 named users at one agency, brokerage, or company. You may give completed or branded copies to your clients. Resale or redistribution of the blank templates is not permitted.

What is included (18 templates)

Template	Format	A la carte
COI Tracking Spreadsheet	Excel	$29
Vendor & Subcontractor Insurance Requirements Exhibit + COI Review Checklist	Word	$29
Business Income / Business Interruption Worksheet	Excel	$29
Commercial Insurance Renewal Checklist & 120/90/60/30 Timeline	Excel + Word	$19
Schedule of Insurance / Insurance Summary	Excel + Word	$19
Broker of Record Letter Free	Free online generator	Free
Loss Run Request Letter + 5-Year Loss Tracker + State Loss-Run Statute Table Coming soon	Word + Excel	$9
Agency E&O Pack: Coverage Declination / Rejection Acknowledgment, Coverage Recommendation Letter, Non-Renewal Client Notice Coming soon	Word	$29
Return-to-Work / Transitional Duty Offer Letter + Program Outline Coming soon	Word	$29
Business Insurance Quote Comparison Spreadsheet Coming soon	Excel	$19
Insurance / Broker RFP Template + Scoring Sheet Coming soon	Word + Excel	$29
Workplace Incident Report for Insurance Claims Coming soon	Word	$9
Home Inventory for Insurance Free	Excel	Free
Post-Loss Contents Inventory (RCV / ACV / Depreciation) Coming soon	Excel	$19
Proof of Loss: Explained + Generic Fillable Free	Word	Free
Diminished Value Demand Letter + 17c Calculator Coming soon	Free online generator	$9
Demand Letter to an Insurance Company Coming soon	Free online generator	$9
Insurance Cancellation Letter Free	Free online generator	Free
Bought separately		$286
Pack price		$199
You save		$87

9 of the 18 templates in this pack are marked coming soon. Pack buyers receive them by email as each one ships, at no extra charge.