Commercial insurance tools
8 free tools
Quote checklists, class code helpers, and proposal tools for commercial insurance agents.
Commercial Insurance Quote Readiness Checklist
Free tool: Generate a checklist of info needed to quote commercial insurance (GL, WC, Auto, Property). Includes documents list + a message to request missing info.
Certificate of Insurance (COI) Request Generator
Free tool: Generate COI request messages for vendors/subcontractors with required holder name, additional insured language, and deadlines. Includes follow-ups.
Workers' Comp Class Code Helper (Basic)
Free tool: Get a starting point on what information insurers use to classify workers' comp. Generates a list of role descriptions and questions to reduce misclassification.
Commercial Auto Fleet Insurance Info Collector
Free tool: Collect the info needed for commercial auto quotes: vehicles, drivers, usage, radius, garaging, and claims. Generates a checklist + request messages.
Insurance Renewal Timeline Planner (30/60/90)
Free tool: Generate a 30/60/90-day renewal checklist for commercial insurance: loss runs, payroll updates, vehicle lists, COIs, and market shopping plan.
Subcontractor Insurance Compliance Checker
Free tool: Generate a compliance checklist for subcontractor insurance: required coverages, COI wording, endorsement reminders, and a request message sequence.
Insurance Audit Prep Checklist (Workers' Comp)
Free tool: Generate a workers' comp audit prep checklist: payroll breakdown, subcontractor COIs, job descriptions, and documentation. Includes a message to request missing docs.
Insurance Outreach Templates (B2B)
Free tool: Generate short cold outreach templates for commercial insurance: GL/WC/Auto renewals, COIs, subcontractor compliance, and audit prep. Includes follow-ups.
More Commercial Insurance tools coming soon!
Want to never miss a customer call?
Writly answers when you can't. Booking, payment, and details. Handled.
Find leads with Writly