The 90-day renewal prep checklist.
A printable timeline checklist covering everything from the day-90 account review through bind. Use it to drive your renewal calendar or train new account managers.
Download free →Practical templates, checklists, and cheat sheets I've built from years of working commercial lines accounts. Free to download. Made for account managers, underwriters, and agency staff who want fewer Slack messages and more bound policies.
A printable timeline checklist covering everything from the day-90 account review through bind. Use it to drive your renewal calendar or train new account managers.
Download free →A quick reference for additional insureds, waivers of subrogation, primary & non-contributory language, and the small details that turn certificates into compliance failures.
Download free →A one-page guide that companions the Field Note. Frequency vs severity. Reserved vs paid. Open vs closed. The questions to ask before you submit.
Download free →The Excel template I use to onboard new commercial accounts: documents required, contacts captured, AMS setup, certificate schedule, audit calendar.
Download free →A fillable worksheet for writing the one-paragraph claims narrative that wins close calls with underwriters. Includes three real (anonymized) example narratives.
Download free →Track which carriers you've submitted to, who's currently writing what, and which markets are open vs declining. Build your own appetite intelligence over time.
Download free →