Agency Pack
The letters and trackers an independent agency uses every week.
Loss run requests, the three documents that keep your E&O file defensible, and a broker of record letter generator. Built by someone who has read a lot of agency files.
What is included (3 templates)
| Template | Format | A la carte |
|---|---|---|
| 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 |
| Bought separately | $38 | |
| Pack price | $29 | |
| You save | $9 | |
2 of the 3 templates in this pack are marked coming soon. Pack buyers receive them by email as each one ships, at no extra charge.
Free insurance tools
Use the letter generators in your browser, or download the free home inventory and proof-of-loss guide.