General Insurance Templates

• Terms of Business (Advised) – Word Document
• Terms of Business (Non-Advised) – Word Document
• Insurance Remuneration Disclosure Examples – Word Document
• Statement of Demands and Needs – General (Advised) – Word Document
• Statement of Demands and Needs – General (Non-Advised) – Word Document
• Statement of Demands and Needs – Renewal (Existing Insurer) – Word Document
• Statement of Demands and Needs – Renewal (Alternative Insurer) – Word Document
• Statement of Demands and Needs – Renewal (Existing Insurer – Mid Term Adjustment) – Word Document
• Statement of Demands and Needs – Renewal (Alternative Insurer – Mid Term Adjustment) – Word Document
• Insurance Meeting Demands and Needs Examples – Word Document
• Research Information Sheet – Word Document
• ICOBS Jargon Buster – Word Document

Within this bundle you will find guidance on creating compliant documents.  You will also receive template Terms of Business which are specific to General Insurance Brokers, for both personal lines and commercial.

There are also a range of different Statement of Demands and Needs that can be used if you advise, arrange or renew a general insurance policy. The renewal letters include a section for you to provide information on this and last years quotation so that the customer can compare.  It also includes the shopping around and prescribed text the Financial Conduct Authority (FCA) require firms to use at renewal and a section in case the customer is paying by direct debit through a credit agreement along with other key requirements required by the FCA.

FORMAT: All documents are downloadable via email upon receipt of payment.