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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
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Coverage checklists
Homeowners exposure survey
A form that allows producers to run down the various homeowners exposures and make notes when reviewing coverage with the insureds. Includes a spot for insureds to initial if they choose not to select a particular coverage. 5 pages
Catastrophes stress need for talks, checklists and documentation
This resource kit discusses the importance of helping your clients understand what is covered under their insurance policies and how coverage checklists can be helpful in determining your customer’s needs. 2 pages
Commercial property valuation/limit checklist
A comprehensive customer checklist to use when working to determine property valuations. 2 pages
Workers’ compensation: insurance and risk management checklist
A comprehensive checklist to assist insurance professionals when reviewing workers’ compensation policies with their clients. 2 pages
Sample commercial-lines coverage checklist
A sample checklist for commercial lines that you can use when reviewing exposures with your commercial-lines clients. 2 pages
Sample life insurance coverage checklist
A sample checklist that you can use when reviewing life insurance exposures with your clients. 2 pages
BOP vs. CPP
Discussion of the differences between a businessowners policy and a commercial package policy. 3 pages