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PARTNER PORTAL
McLardy McShane
Our story
Our story
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Our community
Our awards
Our events
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Understanding insurance
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PARTNER PORTAL
  • Refund Request Form

    • Business Pack

    • Carriers Liability 

    • Contract Works

    • Generic

    • Industrial Special Risks

    • Liability

    • Marine

    • Mobile Plant

    • Motor Vehicle

  • Claims Release

  • Auto renewal. Retail product.

    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. 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

    • Business Insurance Fact Finder

    • Caravan Fact Finder

    • Farm Needs Analysis

    • Home Fact Finder

    • Landlords Fact Finder

    • Motor Fact Finder

    • Peer Audit Checklist

    • Retail Product Checklist

    • Wholesale Checklist

  • Item description
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    • NSW Stamp Duty Exemption template

    • NSW Builders Warranty Insurance

    • Price Comparison requirements

    • Compliance Information

    • Important Notices – June 2024

    • Important Information incl TOE

    • Letter of Appointment

    • Letter of Authority

    • Record of Advice

    • Service Agreement

    • Statement of Advice information

    • Statement of Advice

    • Terms of Engagement

    • Long Form Renewal Report

    • Short Form Renewal Report

    • Who to Contact March 2024

    • Carriers Liability

    • Commercial Motor Vehicle

    • Plant & Machinery

    • Contract Works

    • Corporate Travel

    • Industrial Special Risks

    • Machinery Breakdown MD

    • Marine Transit

    • Public & Products Liability

    • Residential Strata

  • 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

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McLardy McShane Partners Pty Ltd;
AFSL 232987, ABN 14 064 465 309.

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