Please ensure Javascript is enabled for purposes of website accessibility
top of page

Customizable Agency Tools

Find your sample and customizable agency tools here! You must be a FREE subscriber to Virtual Agency Solutions in order to access these documents. It's free to subscribe! Find checklists, sample disclaimer language, sample letters and forms, employer documents and more for your independent insurance agency.



Checklists, questionnaires and data intake forms are top E&O mitigation tools. Customize your own Commercial Lines, Personal Lines and Employee Benefits Checklists.


Sample Formats

Find Sample Formats to create your own Procedure Manual, Quote Proposal and more! Learn about what should be included in a variety of documents!

Coming Soon!

Sample Disclaimers

Find Sample Disclaimer Language for your agency to use on emails, your website, external documents and more. A few simple sentences on documents can make all the difference.

employer documents.png

Employer Documents

Looking for sample policies and internal documents to use with employees? Find a sample Social Media Policy, employee guides, job descriptions and more!

sample letter.png

Sample Letters

Having a Sample Letter for any agency employee to use and send to clients is an easy step with E&O risk mitigation as it controls what is being said to clients and prospects.

tips & tricks.png

Tips & Tricks

Learn new Tips & Tricks to improve agency efficiency. Whether it's a shortcut to writing a standard email or improving your digital presence, find new ways to boost your agency.

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.

bottom of page