- Business Pack
Claims Release
Auto Renewal. Retail Product. General Advice.
Auto renewal. Wholesale product.
Claims. Client claim denied.
Claims. Release for payment.
Debtors. 1st Follow up.
Debtors. 2nd Follow up.
Debtors. Final Follow up.
Debtors. Non-payment advice to insurer.
Debtors. Policy cancellation due to non-payment.
Letter of engagement inc TOE.
New client. Quotations. Retail product.
New Client. Quotations. Retail Product, No Commission, Personal Advice (No Informed Consent)
New Client. Quotations. Retail Product, Commission, Personal Advice (incl Informed Consent)
New Client. Quotations. Retail Product, No Commission or Commission, General Advice (No Informed Consent)
New client. Quotations. Wholesale product.
New client. Request for Information. Retail product.
New client. Request for Information. Wholesale product.
New client. Request for information. Claims made policy.
Placement. Claims made policy.
Placement. Retail product.
Placement. Wholesale product.
Pre-renewal. Claims made policy.
Pre-renewal. Retail product.
Pre-renewal. Wholesale product.
Prospective Client introduction.
Renewal. Not invited.
Renewal. Retail product.
Renewal. Wholesale product.
Resignation as Clients Broker.
- Boat Fact Finder
- NSW Stamp Duty Exemption template
- NSW Builders Warranty Insurance
- Price Comparison requirements
• WA Workers Comp Cancellation Request Form
• WA Workers Compensation Procedures
Accommodation: Element Melbourne Richmond
IT: ASI
Printing: Snap Print Solutions
Mobile phones: Mobile Network
DLA Piper e Advice 45 – The DOFI Legislation
UFI Documentation
UFI Premium Calculation Sheet

Broker tools

Confirmation of insurance

Claims

Email letter templates

Fact finders and checklists

NSW placements

Other documents

Quotation slips

Suppliers we use

Unauthorised foreign insurers