Welcome and Scope
Explain the relationship, products available, and onboarding timeline.
4.8
on G2
Free Insurance Template
Guide new broker partners through appointment, portal access, and submission standards
Use this template to guide new broker partners through appointment, portal access, and submission standards.
| Field | Details |
|---|---|
| Category | Insurance |
| Owner | [Team or owner] |
| Version | [Version number] |
| Effective Date | [Date] |
| Review Cycle | [Monthly / Quarterly / Annual / Event-based] |
| Status | [Draft / In Review / Approved] |
Explain the relationship, products available, and onboarding timeline.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List licensing, E&O, W-9, banking, contracts, and state authorization requirements.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document account setup, roles, permissions, MFA, and password reset process.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Define complete submission requirements, naming conventions, appetite notes, and service levels.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Explain commission schedule, payment timing, chargebacks, and statement access.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
List underwriting, policy service, claims, billing, and technical support contacts.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Cover advertising, privacy, complaint handling, record retention, and producer conduct.
| Item | Details | Owner | Status |
|---|---|---|---|
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
| [Item or requirement] | [Describe the relevant detail, evidence, or decision] | [Owner] | [Open / Complete] |
[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]
Document review conclusions, approvals, unresolved items, and next review date.
| Role | Name | Date | Notes |
|---|---|---|---|
| Preparer | [Name] | [Date] | [Notes] |
| Reviewer | [Name] | [Date] | [Notes] |
| Approver | [Name] | [Date] | [Notes] |
Template Structure
Use this insurance template as a starting point, then customize each section to match your internal workflow, evidence, and signoff needs.
Explain the relationship, products available, and onboarding timeline.
List licensing, E&O, W-9, banking, contracts, and state authorization requirements.
Document account setup, roles, permissions, MFA, and password reset process.
Define complete submission requirements, naming conventions, appetite notes, and service levels.
Explain commission schedule, payment timing, chargebacks, and statement access.
List underwriting, policy service, claims, billing, and technical support contacts.
Cover advertising, privacy, complaint handling, record retention, and producer conduct.
Write a broker onboarding guide for an insurance carrier or MGA. Structure with these Markdown sections:
Explain the relationship, products available, and onboarding timeline.
List licensing, E&O, W-9, banking, contracts, and state authorization requirements.
Document account setup, roles, permissions, MFA, and password reset process.
Define complete submission requirements, naming conventions, appetite notes, and service levels.
Explain commission schedule, payment timing, chargebacks, and statement access.
List underwriting, policy service, claims, billing, and technical support contacts.
Cover advertising, privacy, complaint handling, record retention, and producer conduct.
| Requirement | Accepted Format | Owner |
|---|---|---|
| Producer license | PDF or NIPR record | Broker principal |
| E&O certificate | PDF, $1M minimum | Agency admin |
| W-9 | Signed PDF | Finance |
Complete submissions include an ACORD application, loss runs, target effective date, requested limits, and named insured legal entity.
Send new business questions to underwriting@carrier.example and policy changes to service@carrier.example.
Record a walkthrough, training session, or process demonstration. Docsie AI turns it into structured documentation using this template as the starting framework.
Use the template manually, or let Docsie generate the first draft from source footage.
Resolve payment failures, reinstatements, refunds, and billing disputes
Coordinate claims surge operations after storms, fires, or major events
Document coverage analysis, exclusions, and claim decision rationale
Summarize suspicious indicators and evidence for SIU review
Standard operating procedure for first notice of loss and claim setup
Prepare a clear claim status update for policyholders or claimants
Template FAQ
Common questions about using and generating a broker Onboarding Guide.
Q: What is a broker Onboarding Guide?
A: A broker Onboarding Guide is a structured document for guide new broker partners through appointment, portal access, and submission standards.
Q: Can I download this broker Onboarding Guide as Word or PDF?
A: Yes. This page includes free downloads in DOCX, PDF, and Markdown formats so you can edit, share, or import the template into your documentation system.
Q: Can Docsie generate this from a video?
A: Yes. Upload a process walkthrough, training recording, or screen capture to Docsie, then use this template structure to generate a first draft automatically.