Templates for Brokers
Practical templates and checklists designed to help brokers streamline operations and maintain consistent processes. Each template can be adapted to your specific practice and regulatory requirements.
Client Onboarding Checklist
Step-by-step checklist for new client setup covering information gathering, compliance, and account setup.
Document Request List
Comprehensive document checklist for various client types and insurance categories.
Renewal Preparation Checklist
Timeline-based checklist for managing the renewal process from review to binding.
Website Brief Template
Structured brief for planning a broker website covering content, functionality, and requirements.
Client Meeting Agenda
Agenda templates for initial consultations, annual reviews, and claims discussions.
Risk Assessment Form
Basic risk assessment template for gathering exposure and coverage information.
Note: These templates provide starting points that should be customised for your specific practice and regulatory requirements. Review all materials with appropriate compliance guidance before implementation.