Checklists and more...

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.


Building a Stronger Future...

One Agency at a Time.

Burand & Associates, LLC
215 S. Victoria Ave., Suite E
Pueblo, CO 81003

719/485-3895 (fax)



Workers' Compensation Coverage Checklist, on (Developed by Chris Boggs, of
Checklist (a) (Anonymous)
Checklist (b) (Anonymous)
Checklist (c) (Anonymous)
Checklist 8 (Insurance Institute of America)
Insured's Data Sheet (Independent Insurance Agents of America)
Customer Profile Sheet (Independent Insurance Agents of America)
Commercial Lines Policy Review (Independent Insurance Agents of America)
Submission Checklist (Anonymous)
What are your clients' insurance needs? (Burand & Associates, LLC)

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 to learn more.

Company Insolvency Checklist (Developed by Bill Wilson)
Company Quality Checklist (Anonymous)

Partnership Checklist (Developed by Chris Burand, Burand & Associates, LLC)

Don Phin, a top consultant on workplace relations, provides a variety of free materials on his Web site. Check out for a comprehensive list of Free Materials.

Listen to a one hour teleconference: "Managing Employees at Your Agency: A One Hour Conversation with Don Phin." This teleconference covers how to hire right, manage performance, discipline properly and fire without getting sued. Click here to listen to an audio mp3 file (26.13 MB).