Checklists and more...

Agencies may use the forms below as a basis for developing their own forms.

Please remember: Every agency is unique. Therefore, these forms should be modified to fit your agency's needs. Where possible, we have identified the form's author, but in some instances we were not able to determine from where the checklist originated.

Submission/Coverage Checklists
Company Checklists
HR Forms

Checklist

Building a Stronger Future...

One Agency at a Time.

Burand & Associates, LLC
215 S. Victoria Ave., Suite E
Pueblo, CO 81003

719/485-3868
719/485-3895 (fax)

info@burand-associates.com

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Workers' Compensation Coverage Checklist, on MyNewMarkets.com (Developed by Chris Boggs, of MyNewMarkets.com)
Checklist (a) (Anonymous)
Checklist (b) (Anonymous)
Checklist (c) (Anonymous)
Checklist 8 (Insurance Institute of America)
Insured's Data Sheet (Independent Insurance Agents of America)
Customer Profile Sheet (Independent Insurance Agents of America)
Commercial Lines Policy Review (Independent Insurance Agents of America)
Submission Checklist (Anonymous)
What are your clients' insurance needs? (Burand & Associates, LLC)

Company Insolvency Checklist (Developed by Bill Wilson)
Company Quality Checklist (Anonymous)

Partnership Checklist (Developed by Chris Burand, Burand & Associates, LLC)

Don Phin, a top consultant on workplace relations, provides a variety of free materials on his Web site. Check out www.DonPhin.com for a comprehensive list of Free Materials.

Listen to a one hour teleconference: "Managing Employees at Your Agency: A One Hour Conversation with Don Phin." This teleconference covers how to hire right, manage performance, discipline properly and fire without getting sued. Click here to listen to an audio mp3 file (26.13 MB).

Please note:

These forms can be important tools to help minimize E&O claims, but the use of these forms does not guarantee E&O claims will not be incurred.

Also, no form can cover every possible exposure and new exposures and coverages frequently arise, so a form should be reviewed and revised periodically.

These forms may assist in improving the quality of an agency's services. However, neither Chris Burand nor Burand & Associates, LLC guarantee that these forms will result in either improved operations or a loss free E&O experience.

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FREE Forms

We have compiled a number of popular forms for agencies to use as a basis for developing their own forms.

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Burand & Associates, LLC is an advocate of agencies which constructively manage and improve their contingency contracts by learning how to negotiate and use their contingency contracts more effectively. We maintain that agents can achieve considerably better results without ever taking actions that are detrimental or disadvantageous to the insureds. We have never and would not ever recommend an agent or agency implement a policy or otherwise advocate increasing its contingency income ahead of the insureds' interests.

A complete understanding of the subjects covered on this Web site may require broader and additional knowledge beyond the information presented. None of the materials on this site should be construed as offering legal advice, and the specific advice of legal counsel is recommended before acting on any matter discussed on this site. Regulated individuals/entities should also ensure that they comply with all applicable laws, rules, and regulations.