Forms

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

 

Additional Resource (this will take you to another website): The International Risk Management Institute offers an Exposure Survey Questionnaire and IRMI Insurance Checklists. Click on www.irmi.com to learn more.

Company Checklists
HR Forms

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 Tools.

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Pueblo, CO 81003

p: 719.485.3868

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.

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