These sample checklists and questionnaires can be used within your agency to help reduce the potential for missing coverage recommendations with new and renewal policies. These checklists provide documentation of coverage the client rejected and show what coverage was discussed with the client. Whether you are a new agent or experienced, these checklists can help guide your conversation with the client.
Commercial Lines New Business Checklist
This New Business Checklist should be used with every new commercial lines client to understand which coverages they would like, would not like and would like to learn more about.
These resources have been prepared for subscribing Virtual Agency Solutions agencies. By providing this document, Virtual Agency Solutions and the IIAW does not intend to provide, and is not providing, a legal opinion or legal advice. Please seek legal counsel when making a final decision regarding any legal document, disclaimer or agreement.