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Templates / Insurance brokers

Every schedule and renewal detail a broker chases, asked for once.

Renewals, fleet lists and claims all depend on customers sending the right detail on time. Docsroom asks each person once, gives them their own link and chases whoever has not replied.

8 templates80 requestsWritten for insurance brokers

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Eight templates for insurance brokers

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · before we approach insurers11 requests11 requests
New customer starter checklistHolmes Joinery Ltd · new customer9 of 11 back
  • About your business
  • FormBusiness details8 questionsAssigned to SHStuart Holmes, directorFrom Gemmain 2 daysComplete
  • QuestionWhat you want coveredin your own wordsAssigned to SHStuart Holmes, directorFrom Gemmain 3 daysComplete
  • QuestionConvictions or insolvencyany director, yes or noAssigned to SHStuart Holmes, directorFrom Gemmain 3 daysReady to check
  • TableValues to coverbuilding, contents, stockAssigned to SHStuart Holmes, directorFrom Gemmain 4 daysReady to check
  • Your cover today
  • UploadCurrent policy schedulesevery policy you haveAssigned to SHStuart Holmes, directorFrom Gemmain 3 daysComplete
  • UploadClaims recordlast five yearsAssigned to SHStuart Holmes, directorFrom Gemmain 4 daysAwaiting reply
  • QuestionRenewal datesfor each policyAssigned to SHStuart Holmes, directorFrom Gemmain 4 daysReminder sent
  • Working together
  • ApprovalTerms of businessread and approveAssigned to SHStuart Holmes, directorFrom Gemmain 5 daysComplete
  • ApprovalLetter of appointmentso we can act for youAssigned to SHStuart Holmes, directorFrom Gemmain 5 daysReady to check
  • ApprovalHow we use your dataread and approveAssigned to SHStuart Holmes, directorFrom Gemmain 5 daysReady to check
  • DecisionHow you will payin full or by instalmentsAssigned to SHStuart Holmes, directorFrom Gemmain 6 daysComplete
Staff starter checklistfor new account handlers · before their first day11 requests11 requests
Staff starter checklistKirsty Booth · account handler9 of 11 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to KBKirsty Booth, account handlerFrom Gemmain 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to KBKirsty Booth, account handlerFrom Gemmain 3 daysComplete
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to KBKirsty Booth, account handlerFrom Gemmain 4 daysReady to check
  • UploadP45 from your last jobor tell us if noneAssigned to KBKirsty Booth, account handlerFrom Gemmain 5 days2 files sent
  • ApprovalEmployment contractread and approveAssigned to KBKirsty Booth, account handlerFrom Gemmain 5 daysComplete
  • Insurance standing
  • UploadInsurance qualificationsCII certificates so farAssigned to KBKirsty Booth, account handlerFrom Gemmain 7 daysAwaiting reply
  • TableRegulatory referencesemployer, dates, contactAssigned to KBKirsty Booth, account handlerFrom Gemmain 7 daysReminder sent
  • UploadBasic DBS certificateissued in the last yearAssigned to KBKirsty Booth, account handlerFrom Gemmain 7 daysComplete
  • ApprovalConsent to a credit checkread and approveAssigned to KBKirsty Booth, account handlerFrom Gemmain 5 daysReady to check
  • Firm rules
  • ApprovalConfidentiality agreementread and approveAssigned to KBKirsty Booth, account handlerFrom Gemmain 5 daysReady to check
  • ApprovalComplaints procedureread and approveAssigned to KBKirsty Booth, account handlerFrom Gemmain 6 daysComplete
Yearly renewal packfor business customers · eight weeks before renewal9 requests9 requests
Yearly renewal packBaxter Foods Ltd · yearly renewal7 of 9 back
  • What has changed
  • FormRenewal questions10 questionsAssigned to IBIan Baxter, directorFrom Gemmain 5 daysComplete
  • QuestionTurnover and gross profitfor the coming yearAssigned to IBIan Baxter, directorFrom Gemmain 5 daysComplete
  • QuestionWages and subcontractorstotals for the yearAssigned to IBIan Baxter, directorFrom Gemmain 5 daysReady to check
  • QuestionNew premises or work abroadyes or no, then detailsAssigned to IBIan Baxter, directorFrom Gemmain 6 daysReady to check
  • QuestionClaims or incidentssince the last renewalAssigned to IBIan Baxter, directorFrom Gemmain 6 daysComplete
  • Values
  • TableStock and equipmentitem and valueAssigned to IBIan Baxter, directorFrom Gemmain 7 daysAwaiting reply
  • QuestionRebuild cost of buildingslatest valuationAssigned to IBIan Baxter, directorFrom Gemmain 7 daysReminder sent
  • Your renewal
  • DecisionRenewal choicerenew or shop aroundAssigned to IBIan Baxter, directorFrom Gemmain 9 daysComplete
  • ApprovalRenewal termsread and approveAssigned to IBIan Baxter, directorFrom Gemmain 12 daysReady to check
Fleet schedule packfor businesses with vehicles · each renewal and when it changes10 requests10 requests
Fleet schedule packAshby Plant Hire · fleet schedule8 of 10 back
  • The vehicles
  • TableVehicle listreg, make, year, valueAssigned to WAWayne Ashby, directorFrom Gemmain 4 daysComplete
  • QuestionYearly mileagefor the whole fleetAssigned to WAWayne Ashby, directorFrom Gemmain 4 daysComplete
  • UploadV5C logbooksfor any new vehiclesAssigned to WAWayne Ashby, directorFrom Gemmain 5 days1 file sent
  • QuestionWhere vehicles are keptyard, drive or streetAssigned to WAWayne Ashby, directorFrom Gemmain 5 daysReady to check
  • QuestionSecurity fittedtrackers and alarmsAssigned to WAWayne Ashby, directorFrom Gemmain 5 daysComplete
  • The drivers
  • TableDriversname, age, licence, pointsAssigned to WAWayne Ashby, directorFrom Gemmain 5 daysAwaiting reply
  • QuestionConvictions or bansany driver, yes or noAssigned to WAWayne Ashby, directorFrom Gemmain 5 daysReminder sent
  • DecisionHow vehicles are useddeliveries, site or travelAssigned to WAWayne Ashby, directorFrom Gemmain 6 daysComplete
  • Claims and approval
  • UploadClaims recordlast three yearsAssigned to WAWayne Ashby, directorFrom Gemmain 6 days1 file sent
  • ApprovalFleet scheduleread and approveAssigned to WAWayne Ashby, directorFrom Gemmain 8 daysReady to check
Property schedule packfor businesses with premises · at renewal or when premises change11 requests11 requests
Property schedule packPatel Print Works · property schedule9 of 11 back
  • The buildings
  • TablePremisesaddress, use, own or rentAssigned to YPYusuf Patel, ownerFrom Gemmain 4 daysComplete
  • QuestionHow it is builtage, walls, roof, floorsAssigned to YPYusuf Patel, ownerFrom Gemmain 4 daysComplete
  • UploadRebuild valuationlatest reportAssigned to YPYusuf Patel, ownerFrom Gemmain 6 days1 file sent
  • QuestionEmpty or unused partsyes or no, then detailsAssigned to YPYusuf Patel, ownerFrom Gemmain 5 daysReady to check
  • Safety records
  • UploadFire risk assessmentsigned and datedAssigned to YPYusuf Patel, ownerFrom Gemmain 7 daysComplete
  • UploadAlarm certificateyearly service recordAssigned to YPYusuf Patel, ownerFrom Gemmain 7 daysAwaiting reply
  • UploadElectrical inspection reportlast five yearsAssigned to YPYusuf Patel, ownerFrom Gemmain 8 daysReminder sent
  • QuestionFlood or subsidenceany past problemsAssigned to YPYusuf Patel, ownerFrom Gemmain 6 daysComplete
  • Cover
  • TableContents and stocktype and valueAssigned to YPYusuf Patel, ownerFrom Gemmain 6 daysReady to check
  • DecisionIncome cover period12, 18 or 24 monthsAssigned to YPYusuf Patel, ownerFrom Gemmain 9 daysReady to check
  • ApprovalProperty scheduleread and approveAssigned to YPYusuf Patel, ownerFrom Gemmain 10 daysComplete
Claim information packfor customers making a claim · straight after you report it10 requests10 requests
Claim information packWalsh Salon · break-in claim8 of 10 back
  • What happened
  • FormClaim details10 questionsAssigned to DWDebbie Walsh, ownerFrom GemmatomorrowComplete
  • QuestionPolice crime referenceif it was reportedAssigned to DWDebbie Walsh, ownerFrom Gemmain 2 daysComplete
  • UploadPhotos of the damagewide shots and close upsAssigned to DWDebbie Walsh, ownerFrom Gemmain 2 days1 file sent
  • TableOther people involvedname, contact, part playedAssigned to DWDebbie Walsh, ownerFrom Gemmain 3 daysReady to check
  • Proof of loss
  • UploadQuotes and repair invoicestwo quotes if you canAssigned to DWDebbie Walsh, ownerFrom Gemmain 7 daysComplete
  • UploadReceipts or proof of valuefor items damagedAssigned to DWDebbie Walsh, ownerFrom Gemmain 5 daysAwaiting reply
  • TableItems lost or damageditem, age, cost to replaceAssigned to DWDebbie Walsh, ownerFrom Gemmain 5 daysReminder sent
  • QuestionDays you could not tradefor the lost income claimAssigned to DWDebbie Walsh, ownerFrom Gemmain 7 daysComplete
  • Settling it
  • DecisionHow you want it settledrepair or cashAssigned to DWDebbie Walsh, ownerFrom Gemmain 8 daysReady to check
  • ApprovalYour account of eventsread and approveAssigned to DWDebbie Walsh, ownerFrom Gemmain 4 daysReady to check
Approved supplier setupfor repairers and loss adjusters · before we send them work9 requests9 requests
Approved supplier setupWozniak Restoration Ltd · new supplier7 of 9 back
  • Their details
  • FormCompany details6 questionsAssigned to MWMarek Wozniak, directorFrom Gemmain 3 daysComplete
  • QuestionAreas coveredcounties or postcodesAssigned to MWMarek Wozniak, directorFrom Gemmain 3 daysComplete
  • Insurance and standards
  • UploadPublic liability insurancecurrent certificateAssigned to MWMarek Wozniak, directorFrom Gemmain 5 days1 file sent
  • UploadEmployer’s liabilityif you have staffAssigned to MWMarek Wozniak, directorFrom Gemmain 5 days2 files sent
  • UploadProfessional indemnityif you give adviceAssigned to MWMarek Wozniak, directorFrom Gemmain 5 daysComplete
  • UploadTrade accreditationsGas Safe or NICEICAssigned to MWMarek Wozniak, directorFrom Gemmain 6 daysAwaiting reply
  • UploadHealth and safety policysigned and datedAssigned to MWMarek Wozniak, directorFrom Gemmain 7 daysReminder sent
  • Working with us
  • ApprovalSupplier terms and data rulesread and approveAssigned to MWMarek Wozniak, directorFrom Gemmain 8 daysComplete
  • QuestionOut of hours contactname and numberAssigned to MWMarek Wozniak, directorFrom Gemmain 6 daysReady to check
Landlord insurance packfor landlords · before cover starts or renews9 requests9 requests
Landlord insurance packGillian Pike · rental homes7 of 9 back
  • The homes
  • FormRental property details8 questionsAssigned to GPGillian Pike, landlordFrom Gemmain 3 daysComplete
  • TableProperties you letaddress, tenant type, rentAssigned to GPGillian Pike, landlordFrom Gemmain 4 daysComplete
  • QuestionEmpty periodshow long between tenantsAssigned to GPGillian Pike, landlordFrom Gemmain 5 daysReady to check
  • QuestionBuilding work plannedextensions or renovationAssigned to GPGillian Pike, landlordFrom Gemmain 5 daysReady to check
  • Safety papers
  • UploadGas safety certificateeach propertyAssigned to GPGillian Pike, landlordFrom Gemmain 6 daysComplete
  • UploadElectrical inspection reportlast five yearsAssigned to GPGillian Pike, landlordFrom Gemmain 6 daysAwaiting reply
  • UploadTenancy agreementa current oneAssigned to GPGillian Pike, landlordFrom Gemmain 6 daysReminder sent
  • Cover
  • DecisionLoss of rent coveradd it or notAssigned to GPGillian Pike, landlordFrom Gemmain 8 daysComplete
  • ApprovalLandlord cover scheduleread and approveAssigned to GPGillian Pike, landlordFrom Gemmain 9 daysReady to check

Written for insurance brokers. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Renewals start with the facts in hand

Turnover, vehicle lists and premises details come back before the insurer asks, so the renewal is not left until the last week.

Schedules and certificates in one place

Fleet lists, safety certificates and claim papers sit in one list for each customer, dated when they arrived.

Renewal papers chased until they are in

Send the renewal pack early and Docsroom chases whoever has not replied until each one is in.

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