Free tools for business owners
Insurance planning.
A clearer next move.
Organize coverage questions, payroll changes, equipment, and client requirements before requesting insurance.
Your practical toolbox.
Coverage planning checklist
Build an insurance discussion checklist for your services, employees, vehicles, equipment and customer requirements.
Open plannerPrepare for insurancePayroll premium scenarios
Model the payroll-rated component of workers' compensation using your own policy rate and experience modifier.
Open calculatorPrepare for insuranceEquipment inventory builder
Create a downloadable tools and equipment inventory with quantities, estimated replacement values and planning notes.
Open plannerPrepare for insuranceClient requirements organizer
Organize client-requested insurance limits, certificates and endorsements into a downloadable review checklist.
Open plannerMake it useful
Your numbers.
Your business.
Start with a real completed job, actual paid time and your operating costs. Every prefilled number is an example, not a market benchmark. Compare scenarios before committing to a price, hire or purchase.
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