Broker Tools Templates
CID is committed to helping you become better at what you do. Please find the following insurance templates that you can customize and use in your business.
Proposal Templates
- Proposal – BOP/Package with Excess/Umbrella
- Proposal – Cyber Liability
- Proposal – Garage Auto Dealer
- Proposal – Garage Auto Repair
- Proposal – Non-Profit Package with D&O, EPL, Prop, GL, Excess & Fidelity
- Proposal – Professional E&O, EPL, PKG, Fidelity
- Proposal – Property Managers E&O, EPL, Pkg, Excess
- Proposal – Workers’ Compensation
General Templates
Claim Templates
- Automobile Claim Notice (Use Acord 002)
- General Liability Claim Notice (Use Acord 003)
- Fidelity Theft Proof of Loss
- Property Claim Notice (Use Acord 001)
Insurance Certificate Templates
- Certificate of Garage Insurance (Use Acord 30)
- Certificate of Liability Insurance (Use Acord 25)
- Certificate of Property Insurance (Use Acord 24)
Notice Templates
- Cancellation/Policy Release (Use Acord 35)
- No Loss Statement (Use Acord 37)
- Professional Liability First Notice of Loss Form
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