October 20262 added
September 202613 added
- TemplateClient Sent an AI-Generated List of Questions
- TemplateChristmas Light Installer Quote Proposal — Detailed Wording
- TemplateChristmas Tree Lot Quote Proposal — Detailed Wording
- TemplatePumpkin Patch & Fall Attraction Quote Proposal — Detailed Wording
- TemplateSolar Panel Cleaning Quote Proposal — Detailed Wording
- ReferenceWhat is business income and extra expense coverage?
- ReferenceWhat does "actual loss sustained" mean on business income coverage?
- ReferenceWhat is the difference between a deductible and a retention (SIR)?
- ReferenceWho is the obligee on a surety bond?
- ReferenceWhat does "primary and non-contributory" mean?
- ReferenceNamed insured vs additional named insured vs additional insured
- ReferenceBlanket vs scheduled limits — what's the difference?
- ReferenceHow to Answer a Client's AI-Generated List of Insurance Questions
August 2026128 added
- TemplateCross-Sell — Life Milestone Trigger (New Baby)
- TemplateCross-Sell — Renters to Homeowner Upgrade
- TemplateCross-Sell — Home Client, Add Auto
- TemplateCross-Sell — Home Client, Add Auto (Text)
- TemplateCross-Sell — Commercial Client, Add Personal Lines (Text)
- TemplateUnderstanding Your Auto Insurance Coverage
- TemplateUnderstanding Your Motorcycle Insurance Coverage
- TemplateUnderstanding Your Homeowners Coverage
- TemplateUnderstanding Your Boat/Watercraft Coverage
- TemplateUnderstanding Your Workers' Compensation Coverage
- TemplateUnderstanding Your Cyber Liability Coverage
- TemplateUnderstanding Your Professional Liability / E&O Coverage
- TemplateBusiness Interruption Coverage Declination
- TemplateEPLI (Employment Practices Liability) Coverage Declination
- TemplateBuilders Risk Coverage Declination
- TemplateStated-Value vs. Agreed-Value Auto Confirmation
- TemplateCross-Sell — Boat/RV Owner
- TemplateCross-Sell — Wedding/Event Insurance (Text)
- TemplateCross-Sell — Pet Insurance (Text)
- TemplateClaim Status Update — Still In Progress
- TemplateClaim Denied — Explaining the Decision
- TemplateClaim Closed — Settlement Summary
- TemplateMid-Term Audit Request (Workers' Comp)
- TemplateNon-Renewal Notice — Explaining Why
- TemplateRenewal Notice — 60 Days Out (Text)
- TemplateNew Client Welcome (Text)
- TemplateFlood Coverage Declination Form
- TemplateEarthquake Coverage Declination Form
- TemplateOrdinance or Law Coverage Declination Form
- TemplateUmbrella / Excess Liability Coverage Declination Form
- TemplateProperty Coverage Declination Form (GL-Only)
- TemplateNew Lead — Life Insurance Quote Request
- TemplateUnderstanding Term vs. Whole Life Insurance
- TemplateBeneficiary Designation Confirmation
- TemplateAnnual Life Insurance Policy Review
- TemplateNew Lead — Health Insurance Quote Request
- TemplateOpen Enrollment Reminder
- TemplateUnderstanding HSA vs. FSA
- TemplateUnderstanding Medicare Advantage vs. Medicare Supplement
- TemplateMedicare Annual Enrollment Period Reminder
- TemplateScope of Appointment Confirmation — Medicare
- TemplateNew Lead — Life Insurance Follow-Up (Text)
- TemplateLife Insurance Policy Review Reminder (Text)
- TemplateBeneficiary Update Reminder (Text)
- TemplateNew Lead — Health Insurance Follow-Up (Text)
- TemplateOpen Enrollment Reminder (Text)
- TemplateMedicare AEP Reminder (Text)
- TemplateScope of Appointment Reminder (Text)
- TemplateCross-Sell — P&C Client, Add Life Insurance (Text)
- TemplateCross-Sell — P&C Client, Add Health/Medicare (Text)
- TemplateHealth Plan Selected — Confirmation (Text)
- TemplateHow Much Auto Insurance Do I Need?
- TemplateWhy Consider an Umbrella If I Already Have High Limits?
- TemplateAdvantages of Packaging Home, Auto, Umbrella & Boat
- TemplateSending a Homeowners Quote — With Coverage Explained
- TemplateSending an Auto Quote — With Coverage Explained
- TemplateSending a Renters Quote — With Coverage Explained
- TemplateSending a Personal Umbrella Quote — With Coverage Explained
- TemplateSending a General Liability Quote — With Coverage Explained
- TemplateSending a BOP Quote — With Coverage Explained
- TemplateSending a Workers' Comp Quote — With Coverage Explained
- TemplateSending a Commercial Auto Quote — With Coverage Explained
- TemplateSending a Professional Liability / E&O Quote — With Coverage Explained
- TemplateWhy Is the Other E&O Quote Cheaper? — Comparison Explainer
- TemplateGeneral Liability Quote Proposal — Detailed Wording
- TemplateBuilders Risk Quote Proposal — Detailed Wording
- TemplateCommercial Auto Quote Proposal — Detailed Wording
- TemplateCommercial Property Quote Proposal — Detailed Wording
- TemplateWorkers' Comp Quote Proposal — Detailed Wording
- TemplateQuote Status — Waiting on the Underwriter
- TemplateHomeowners Quote Proposal — Detailed Wording
- Phone scriptCross-Sell — Home Client, Add Auto
- Phone scriptCross-Sell — Commercial Client, Add Personal Lines
- Phone scriptSR-22 Filing — Explaining It to a Client
- Phone scriptMotorcycle — Quote & Intake Call
- Phone scriptBoat / Personal Watercraft — Intake Call
- Phone scriptMed Pay — Why It Matters Even With Liability Coverage
- Phone scriptScheduled Jewelry vs Blanket Jewelry Coverage
- Phone scriptHow Commercial Insurance Is Priced — The Rating Factors
- Phone scriptWhy Your Auto Rate Went Up With No Claims and an Older Car
- Phone scriptWhy Your Homeowners Rate Went Up With No Claims
- Phone scriptWhy You Need Renters Insurance If You Don't Own the Building
- Phone scriptCommercial Property Coverages That Aren't Automatic With GL
- Phone scriptWhy Crime Insurance When Your Property Policy Covers Theft
- Phone scriptExplaining a General Liability Premium Audit
- Phone scriptExplaining a Workers' Compensation Audit
- Phone scriptYour Quote Only Has Business Personal Property — You Need Inland Marine
- Phone scriptSpecial Limits — Why That Item Has to Be Scheduled Separately
- Phone scriptThe Audit Bill Arrived and the Client Is Refusing to Pay It
- Phone scriptExplaining a Claim Denial to an Upset Client
- Phone scriptLife Insurance — New Lead Discovery & Intake Call
- Phone scriptLife Insurance — Term vs. Whole Life Explanation Call
- Phone scriptLife Insurance — Beneficiary Update Call
- Phone scriptHealth Insurance — New Lead Intake Call
- Phone scriptHealth Insurance — Open Enrollment Outreach Call
- Phone scriptHealth Insurance — Plan Comparison Call
- Phone scriptMedicare — New Lead & Scope of Appointment Call
- Phone scriptMedicare — Advantage vs. Supplement Explanation Call
- Phone scriptMedicare — AEP Outreach Call
- Phone scriptCross-Sell — P&C Client to Life/Health Quote
- ReferenceWind/hail & hurricane deductibles explained
- ReferenceWhy a landlord needs a dwelling (DP-3) policy
- ReferenceLoss of use / additional living expense — what it covers
- ReferenceWhat is an Extended Reporting Period (tail coverage) on professional liability?
- ReferenceKitchen Quality Grades for Replacement-Cost Estimating
- ReferenceAdditional insured vs. certificate holder — what's the difference?
- ReferenceWaiver of subrogation — what it is and why contracts require it
- ReferenceHow to follow up on an insurance quote (without being annoying)
- ReferenceHow to explain a rate increase to a client
- ReferenceWhat to say when a client declines coverage (and protect yourself)
- ReferenceHow to ask insurance clients for referrals
- ReferenceHow to win back a lost insurance client
- ReferenceHow to Run a Better Insurance Agency: 12 Practical Habits
- ReferenceHow to Train a New Insurance CSR (Without Babysitting Them for Months)
- ReferenceInsurance Terms Every New CSR Should Know
- ReferenceInsurance Agency SOPs: How to Document Your Processes
- ReferenceThe Insurance Client Onboarding Checklist (New Policyholders)
- ReferenceUsing a Virtual Assistant in Your Insurance Agency (and Setting Them Up to Succeed)
- ReferenceWhy You Need Standardized Training for Virtual Assistants
- ReferenceTop Tasks to Delegate to an Insurance Virtual Assistant
- ReferenceVirtual Assistant vs In House CSR: Which Is Right for Your Agency?
- ReferenceHow to Onboard a Remote Virtual Assistant in Your First Week
- ReferenceCommon Mistakes Agencies Make With Virtual Assistants
- ReferenceHow to Measure if Your Virtual Assistant Is Working Out
- ReferenceScheduled jewelry vs blanket jewelry coverage
- ReferenceHow long does a DUI affect my insurance?
- ReferenceDo I need one company for my SR-22 and another for my car insurance?
- ReferenceWhat is an FR-44, and when is it required instead of an SR-22?
Want wording we don't have yet? Request a template and we'll write it — most-requested items get added first.