Risk Manager Pack
Everything a risk manager or office manager needs to run a commercial insurance program.
The seven templates that cover the annual cycle of a commercial insurance program: track certificates, set vendor requirements, size business income limits, run the renewal, compare quotes, run an RFP, and keep a schedule of insurance for lenders and boards.
What is included (7 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 |
| Business Insurance Quote Comparison Spreadsheet Coming soon | Excel | $19 |
| Insurance / Broker RFP Template + Scoring Sheet Coming soon | Word + Excel | $29 |
| Bought separately | $173 | |
| Pack price | $79 | |
| You save | $94 | |
2 of the 7 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.