Insurance templates

A technical checklist a home inspector completes to record the condition of the roof, electrical panel, plumbing, and HVAC system ahead of an insurance policy decision.

Documents the details of an accident or incident that occurred on site, including witnesses and actions taken, for use in insurance claims.

Capture a witness's full account of a vehicle accident — location, timing, conditions, injuries, and property damage — with a signed acknowledgement for the record.

A standardized ACORD-style form insurance agencies use to process and document the formal cancellation of a policyholder's coverage.

Captures the full structure behind an insurance sale - writing agent, upline chain, and split agents - so each party's commission can be calculated accurately.

Collect details about the crop or property, along with identified risks, to start an agricultural insurance coverage request.

A form for applying to purchase an annuity from an insurance carrier, covering the owner's details, the annuitant, beneficiaries, and the desired contract type.

A form that lets an account holder request a withdrawal from their annuity contract, specifying the amount and preferred payment method.

A detailed underwriting questionnaire that lets insurers evaluate an architecture or engineering firm's revenue history, contracts, subconsultants, and prior claims before issuing a professional liability policy.

Confirm ownership and value of an asset by submitting supporting documentation for contract or policy purposes.

A questionnaire that collects personal, family, and vehicle details needed to prepare an auto insurance quote.

Collects vehicle and driver details so an insurance agent can prepare a personalized auto coverage quote.

A form insurers use to register a new vehicle under an existing policy and confirm coverage details.

A form an insurance broker uses to gather driver, vehicle, and property details needed to prepare a combined quote.

Add specific coverage or endorsements for hot air balloons to an existing insurance policy.

Lets a policyholder name up to four beneficiaries, along with their relationship to the insured and each one's allocation percentage.

Gathers personal details, financial circumstances, and supporting documents needed to evaluate a request for benefits or services.

Gathers project details, bid amount, and the parties involved in one place so a surety can process a bid bond request.

A document that lets a policyholder formally authorize a new broker to take over management of their insurance policy.

A structured guide an insurance agent uses to walk a client through recent business changes and spot coverage gaps.

Capture a company's contact details and risk profile so your agency can put together the right coverage options.

Request the risk and contact details a business needs to share before you can prepare a tailored insurance quote.

Documents the agreement between the parties involved in a car accident to release one party from future legal claims.

Collect accident, policy, and health details from the insured to help process an auto insurance claim.

Collect the policyholder, vehicle, and incident details needed to process an auto insurance claim.

Gather fleet, cargo, and coverage details to prepare a commercial auto insurance quote.

Allow policyholders to request a refund on their auto insurance policy by providing policy, vehicle, and reason details.

Contractors and tenants request a certificate naming a third party, with all the underwriting detail an agent needs. Job location, scope of work, occupancy, and additional insured questions are covered in a single pass. Built for brokers who want to avoid long email chains.

Allows customers to request a certificate of insurance by providing their policy and company details.

Lets someone report important changes in their personal situation, such as a move, marital status change, or new job, along with any supporting documents.

This form captures the key details of an incident to kick off a claim, including when and where it happened, who was involved, and any supporting documents.

Capture a structured, detailed account from the driver involved in a vehicle accident, covering vehicle details, witnesses, and the circumstances of the incident.

Gather the key facts of an incident directly from the affected party to support the review and resolution of an insurance claim.

Measures a policyholder's satisfaction with the service received throughout their claim, from first contact through case closure.

Collects the vehicle details and photos an appraiser needs to determine the market value of a classic car.

Update a client's contact details along with their current Medicare plan, prescription medications, and pharmacy preferences ahead of annual renewal.

Gathers a prospective client's contact, health, and mortgage details so an advisor can determine which insurance product best fits their situation.

Assess a client's life stage, investment knowledge, and risk tolerance before recommending an insurance or investment product.

An application form commercial property owners use to request insurance coverage, gathering construction details, occupancy, safety systems, and prior policy history.

An inquiry form business owners use to request information about commercial insurance, capturing company details, financial figures, and the type of coverage needed.

A long-form underwriting questionnaire covering property, general and professional liability, commercial auto, inland marine, workers' compensation and umbrella policies. Brokers use it to gather every operational and financial detail an underwriter needs before releasing terms.

An in-depth questionnaire insurers use to assess a business's risk profile before issuing a commercial policy, covering property, general liability, professional liability, and workers' compensation coverage.

Gather the operational and safety details an insurance broker needs to shop coverage for a contracting business.

This form lets a policyholder notify their insurer of a critical illness diagnosis and submit the details needed to process a benefit payout.

A questionnaire insurers use to evaluate a company's cyber risk exposure before quoting a policy.

Capture the details of an incident and the resulting property damage, including photos and a signature to support the claim.

A form for a claimant to formally document the incident, describe the affected property, and back up the claim with supporting evidence.

Collects the applicant's details and the drone's characteristics to evaluate and process an insurance policy.

Speed up claim intake after an accident: policyholder details, where and when the incident happened, injuries involved and availability for follow-up. Designed for health and auto insurers that want to respond to customers quickly.

Gather everything an insurer needs to price coverage for your gathering: organizers, venue, schedule, headcount, and special conditions such as alcohol service or co-sponsorship. One submission avoids endless email back-and-forth.

Process a policy termination by recording the policyholder's name, the carrier, the policy number, and the effective cancellation date. The holder confirms the operation with an electronic signature.

Prepare accurate quotes by learning which coverages the client wants, who their current carrier is, and whether they have filed recent claims. A fast starting point for your agents' commercial follow-up.

Bring together the farmer's personal and financial profile in a single record: identification, farm location and size, years of experience, income, and prior coverage history. Speeds up application review, signature included.

Collect the personal, employment, banking and medical background an insurer needs to underwrite a policy, including beneficiaries and recent travel. Built for life insurance agents and brokers preparing applications.

Notify the insurer of the insured person's passing, the cause, and where the service will take place so payment can be released to the funeral provider. Speeds up the paperwork between funeral home and carrier.

Handle the cancellation and reimbursement of a vehicle GAP policy in a single document. It brings together dealer, customer and lender details, contract numbers, start and cancellation dates, the amount, the reason for cancelling and the supporting paperwork, closing with signatures from both sides. Insurers and dealerships cut down on email ping-pong.

Brings together what a broker needs to price a company-wide policy: business details, contact person, headcount to be covered, out-of-state staff and the current carrier. A table captures each worker's data, alongside the amount per person and the features wanted. One submission is enough to prepare the proposal.

Let a policyholder end their cover in a few fields: identity, policy number, reason for leaving and a signed acknowledgement. Insurers receive a clean, dated request they can act on immediately. It keeps cancellations consistent and easy to audit.

Open a new client file with contact details, household composition, eligibility notes, employer and income information, then book the follow-up meeting. Coverage interests and a signature are captured in the same pass. Built for brokers and agencies handling medical cover.

Ask members how they rate premiums, prescription cover, provider networks and support before a renewal. Ratings sit alongside an open comment box and a recommendation question. Insurers and benefits teams get a quick read on where cover falls short.