{"id":1898,"date":"2025-10-28T16:09:29","date_gmt":"2025-10-28T20:09:29","guid":{"rendered":"https:\/\/www.independentagent.com\/invest\/?p=1898"},"modified":"2026-02-24T14:59:38","modified_gmt":"2026-02-24T19:59:38","slug":"forms-tools","status":"publish","type":"post","link":"https:\/\/www.independentagent.com\/invest\/2025\/10\/28\/forms-tools\/","title":{"rendered":"Forms &amp; Tools"},"content":{"rendered":"\n<div class=\"header has-background has-background-gradient has-radial-gradient-background header--post header--min-height-none header--text-left header--width-full\">\n\t\t\t<figure class=\"header__media\" role=\"presentation\">\n\t\t\t\t\t\t\t\t<\/figure>\n\t\n\t<div class=\"header__layout\">\n\t\t\t\t\t\n<div class=\"header__content\">\n\t\n<h1 class=\"header__title\">Forms &amp; Tools<\/h1>\n<\/div>\n\n\n\t<nav class=\"breadcrumb\">\n\t\t<ul class=\"breadcrumb__items\">\n\t\t\t\t\t\t\t<li class=\"breadcrumb__item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.independentagent.com\/invest\" class=\"breadcrumb__link\">Home<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t<\/ul>\n\t<\/nav>\n\n\t\t\t<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull is-layout-constrained wp-container-core-group-is-layout-06d18100 wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--large);padding-right:var(--wp--preset--spacing--small);padding-bottom:var(--wp--preset--spacing--large);padding-left:var(--wp--preset--spacing--small)\">\n<div class=\"wp-block-columns alignwide is-layout-30-70 is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--small);padding-left:var(--wp--preset--spacing--small);flex-basis:35%\">\n<h4 class=\"wp-block-heading\" id=\"h-insurance-application-forms\">Insurance Application Forms<\/h4>\n\n\n\n<br>\n\n\n<div class=\"panels\">\n\t\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"auto-insurance-id-cards\" aria-expanded=\"false\" aria-controls=\"panel-auto-insurance-id-cards\">\n\t\t\t\t<span class=\"panels__toggle-text\">Auto Insurance ID Cards<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-auto-insurance-id-cards\" role=\"region\" aria-labelledby=\"auto-insurance-id-cards\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Agencies use this form to give to customers to confirm coverage. This ID card may be used when stopped in routine traffic stops, traffic violations or automobile accidents.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/auto-insurance-id-card.pdf\"><span>Auto Insurance Id Cards<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/auto-insurance-id-card-instructions.pdf\"><span>Auto Insurance Id Cards Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"certificate-of-liability-insurance\" aria-expanded=\"false\" aria-controls=\"panel-certificate-of-liability-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">Certificate of Liability Insurance<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-certificate-of-liability-insurance\" role=\"region\" aria-labelledby=\"certificate-of-liability-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>\u200bAgencies use this form to give to third parties to verify insurance coverage limits of their customer.\u200b\u200b<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/certificate-of-liability.pdf\"><span>Certificate of Liability Insurance<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/certificate-of-liability-instructions.pdf\"><span>Certificate of Liability Insurance Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"certificate-of-property-insurance\" aria-expanded=\"false\" aria-controls=\"panel-certificate-of-property-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">Certificate of Property Insurance<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-certificate-of-property-insurance\" role=\"region\" aria-labelledby=\"certificate-of-property-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Agencies use this form to verify evidence of commercial property insurance.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/evidence-of-commerical-property-insurance.pdf\"><span>Certificate of Property Insurance<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"commercial-auto-insurance\" aria-expanded=\"false\" aria-controls=\"panel-commercial-auto-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">Commercial Auto Insurance<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-commercial-auto-insurance\" role=\"region\" aria-labelledby=\"commercial-auto-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Commercial Auto Insurance Application form is for the state of New York. Every state has their own form but the underwriting information collected is very similar so we have posted only one state form for students to gather information.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/commercial-auto-ny-1.pdf\"><span>Commercial Auto Insurance Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/commercial-auto-instructions-1.pdf\"><span>Commercial Auto Insurance Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"commercial-property-insurance\" aria-expanded=\"false\" aria-controls=\"panel-commercial-property-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">Commercial Property Insurance<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-commercial-property-insurance\" role=\"region\" aria-labelledby=\"commercial-property-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>This application is used to collect information about your building, property and property of others you may have in your possession.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/commercial-property-insurance-application48.pdf\"><span>Commercial Property Insurance Application<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"commercial-umbrella\" aria-expanded=\"false\" aria-controls=\"panel-commercial-umbrella\">\n\t\t\t\t<span class=\"panels__toggle-text\">Commercial Umbrella<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-commercial-umbrella\" role=\"region\" aria-labelledby=\"commercial-umbrella\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Many businesses feel they need higher liability limits and will apply for an umbrella. The application requires information about all of the firms liability exposures.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/commercial-umbrella-application.pdf\"><span>Commercial Umbrella Application<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"cyber-liability-insurance\" aria-expanded=\"false\" aria-controls=\"panel-cyber-liability-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">Cyber Liability Insurance<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-cyber-liability-insurance\" role=\"region\" aria-labelledby=\"cyber-liability-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Businesses worried about common cyber crimes, such as identity theft, andother crimes that can cause damage to a business\u2019s electronic infrastructure will request this insurance.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/cyber-liability-insurance-application.pdf\"><span>Cyber Liability Insurance Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/cyber-liability-instructions.pdf\"><span>Cyber Liability Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"director-amp-officers-insurance\" aria-expanded=\"false\" aria-controls=\"panel-director-amp-officers-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">Director &amp; Officers Insurance<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-director-amp-officers-insurance\" role=\"region\" aria-labelledby=\"director-amp-officers-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>This application should be used to purchase insurance for those individuals serving on the board of a business or firm.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/directors-officers-insurance-application-form.pdf\"><span>Director &amp; Officers Insurance Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/directors-officers-instructions.pdf\"><span>Director &amp; Officers Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"employment-practices-liability\" aria-expanded=\"false\" aria-controls=\"panel-employment-practices-liability\">\n\t\t\t\t<span class=\"panels__toggle-text\">Employment Practices Liability<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-employment-practices-liability\" role=\"region\" aria-labelledby=\"employment-practices-liability\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Employment Practices Liability Insurance covers businesses from lawsuits brought by their employees for wrongful termination, sexual harassment and other forms of discrimination.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/employment-practices-liability-application.pdf\"><span>Employment Practices Liability Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/employment-practices-instructions.pdf\"><span>Employment Practices Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"errors-amp-omissions-insurance\" aria-expanded=\"false\" aria-controls=\"panel-errors-amp-omissions-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">Errors &amp; Omissions Insurance<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-errors-amp-omissions-insurance\" role=\"region\" aria-labelledby=\"errors-amp-omissions-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>An E&amp;O professional liability policy covers wrongful acts of a professional capacity and typically is purchased by professionals such as doctors, lawyers, engineers, architects, teachers, insurance agents and many other persons who perform services in a professional capacity.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/errors-omission-insurance-application.pdf\"><span>Errors &amp; Omissions Insurance Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/errors-omissions-instructions.pdf\"><span>Employment Practices Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"fiduciary-liability-insurance\" aria-expanded=\"false\" aria-controls=\"panel-fiduciary-liability-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">Fiduciary Liability Insurance<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-fiduciary-liability-insurance\" role=\"region\" aria-labelledby=\"fiduciary-liability-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>This application is used to apply for insurance to cover someone who is handling or supervising the affairs or funds of another.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/fiduciary-liability-insurance-application.pdf\"><span>Fiduciary Liability Insurance Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/fiduciary-liability-instructions.pdf\"><span>Fiduciary Liability Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"general-liability-insurance\" aria-expanded=\"false\" aria-controls=\"panel-general-liability-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">General Liability Insurance<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-general-liability-insurance\" role=\"region\" aria-labelledby=\"general-liability-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Agents use this form to gather specific information about a customer to be used in underwriting and rating process.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/general-liability-insurance-application.pdf\"><span>Fiduciary Liability Insurance Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/general-liability-instructions.pdf\"><span>Fiduciary Liability Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"homeowners-insurance\" aria-expanded=\"false\" aria-controls=\"panel-homeowners-insurance\">\n\t\t\t\t<span class=\"panels__toggle-text\">Homeowners Insurance <\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-homeowners-insurance\" role=\"region\" aria-labelledby=\"homeowners-insurance\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Agents use this form to gather specific information about a customer to be used in underwriting and rating process.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/general-liability-insurance-application.pdf\"><span>Homeowners Insurance  Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/general-liability-instructions.pdf\"><span>Homeowners Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"life-insurance-application-part-1\" aria-expanded=\"false\" aria-controls=\"panel-life-insurance-application-part-1\">\n\t\t\t\t<span class=\"panels__toggle-text\">Life insurance Application: Part 1<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-life-insurance-application-part-1\" role=\"region\" aria-labelledby=\"life-insurance-application-part-1\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>This is two-part form. Second part collects individuals medical history.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/life-insurance-application-part-1.pdf\"><span>Life insurance Application: Part 1<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"life-insurance-application-part-2-medical-history\" aria-expanded=\"false\" aria-controls=\"panel-life-insurance-application-part-2-medical-history\">\n\t\t\t\t<span class=\"panels__toggle-text\">Life insurance Application: Part 2 Medical History<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-life-insurance-application-part-2-medical-history\" role=\"region\" aria-labelledby=\"life-insurance-application-part-2-medical-history\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>This is two-part form. Second part collects individuals medical history.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/life-insurance-application-part-2.pdf\"><span>Life insurance Application: Part 2<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"personal-auto\" aria-expanded=\"false\" aria-controls=\"panel-personal-auto\">\n\t\t\t\t<span class=\"panels__toggle-text\">Personal Auto <\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-personal-auto\" role=\"region\" aria-labelledby=\"personal-auto\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Personal Auto Insurance Application form is for the state of New York. Every state has their own form but the underwriting information collected is very similar so we have posted only one state form for students to gather information.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/personal-auto-ny-form461.pdf\"><span>Personal Auto Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/personal-auto-instructions.pdf\"><span>Personal Auto Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"scheduled-personal-property\" aria-expanded=\"false\" aria-controls=\"panel-scheduled-personal-property\">\n\t\t\t\t<span class=\"panels__toggle-text\">Scheduled Personal Property<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-scheduled-personal-property\" role=\"region\" aria-labelledby=\"scheduled-personal-property\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Many individuals have collections or valuable items that require additional insurance.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/scheduled-personal-property-form.pdf\"><span>Scheduled Personal Property Application<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"personal-umbrella\" aria-expanded=\"false\" aria-controls=\"panel-personal-umbrella\">\n\t\t\t\t<span class=\"panels__toggle-text\">Personal Umbrella<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-personal-umbrella\" role=\"region\" aria-labelledby=\"personal-umbrella\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>Many individuals feel they need higher limits than provided on their personal auto or homeowners. This application requires information on all of the personal liability exposures of the insured.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/personal-umbrella-application.pdf\"><span>Personal Umbrella Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/personal-umbrella-instructions.pdf\"><span>Personal Umbrella Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<div class=\"panels__panel\">\n\t<div class=\"panels__header\">\n\t\t<h3 class=\"panels__title\">\n\t\t\t<button class=\"panels__toggle\" type=\"button\" id=\"watercraft\" aria-expanded=\"false\" aria-controls=\"panel-watercraft\">\n\t\t\t\t<span class=\"panels__toggle-text\">watercraft<\/span>\n\t\t\t\t<span class=\"panels__toggle-icon\"><svg class=\"svg svg--svg-assets-svg-icon-angle-down\" role=\"img\" focusable=\"false\" height=\"24\" width=\"24\"><use xlink:href=\"#svg-assets-svg-icon-angle-down\"\/><\/svg><\/span>\n\t\t\t<\/button>\n\t\t<\/h3>\n\t<\/div>\n\t<div class=\"panels__content\" id=\"panel-watercraft\" role=\"region\" aria-labelledby=\"watercraft\">\n\t\t<div class=\"panels__content-inner\">\n\t\t\t\n\n<p>This application is used to collect information about a boat or watercraft owned by an individual.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/watercraft-application.pdf\"><span>watercraft Application<\/span><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-plain-text\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.independentagent.com\/invest\/wp-content\/uploads\/sites\/51\/2025\/10\/watercraft-instructions.pdf\"><span>watercraft Instructions<\/span><\/a><\/div>\n<\/div>\n\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-right:var(--wp--preset--spacing--small);padding-left:var(--wp--preset--spacing--small);flex-basis:65%\">\n<h2 class=\"wp-block-heading\" id=\"h-commercial-insurance-rating-tool\">Commercial Insurance Rating Tool<\/h2>\n\n\n\n<p>The Commercial Lines Rating Simulation tool was created to illustrate some of the risk factors in rating insurance for a business. The rates are fictional and should not be used as a basis for comparing actual insurance premiums.<\/p>\n\n\n\n<p>Before you start, we suggest you collect information about the business. Have your students use the Insurance Application Forms to gather necessary information. They are located above on this same page. There are also instructions for Agency Simulation. Combining both Personal Insurance Rating Tool and the Commercial Insurance Rating Tool will enable your students to sell mock auto, home, business and WC policies.<\/p>\n\n\n\n<p>The Commercial Lines Rating Tool is located&nbsp;<a href=\"https:\/\/www.investprogram.org\/content\/commercial-lines-rating-simulation\/index.html\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>. To access the rating software&nbsp;have students visit the&nbsp;<a href=\"https:\/\/www.independentagent.com\/invest\/2025\/07\/16\/insurance-in-action-2\/\">course materials page<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-group has-primary-wash-background-color has-background is-layout-constrained wp-container-core-group-is-layout-8926f594 wp-block-group-is-layout-constrained\" style=\"margin-top:var(--wp--preset--spacing--large);margin-bottom:var(--wp--preset--spacing--large);padding-top:var(--wp--preset--spacing--medium);padding-right:var(--wp--preset--spacing--large);padding-bottom:var(--wp--preset--spacing--medium);padding-left:var(--wp--preset--spacing--large)\">\n<p class=\"has-kicker-variant\">Provided by EZLynx<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-personal-insurance-rating-tool\">Personal Insurance Rating Tool<\/h2>\n\n\n\n<p>The online rating tool, EZLynx, allows teachers and agent liaisons to show students what factors are involved in rating automobile and homeowner policies. EZLynx enables students to enter information once into a single interface and receive simulated rates directly from participating carriers.<\/p>\n\n\n\n<p>If you are interested in using the web based insurance rating software, follow these step by step instructions on how to navigate and use it correctly. First step is to set up the school and each user or student up in the system using the administration instructions below:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to website&nbsp;<a href=\"https:\/\/uat.webcetera.com\/ezlynxweb\/login.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">EZLynx<\/a>&nbsp;and log-in as an administrator using User ID: inv_invest and Password: InVEST2019 (case sensitive). *Check back if you&#8217;re having a login problem. Password is subject to change. Three failed login attempts requires a &#8220;reset&#8221; for a new password.<\/li>\n\n\n\n<li>On left icon tool bar &#8211; Click on the&nbsp;<strong>&#8216;eye&#8217;&nbsp;<\/strong>icon for the Internal Admin tab.<\/li>\n\n\n\n<li>Click on Organizations.<\/li>\n\n\n\n<li>Now add your school as an organization. On the bottom of the screen, click Add New<\/li>\n\n\n\n<li>Complete all required information next to the red arrow buttons: name of school, address, city, state.&nbsp;<strong>Also make sure you change status to ENABLE<\/strong>&nbsp;and hit SAVE<\/li>\n\n\n\n<li>Click on the States tab (top of organization) to proceed to next screen. Click on modify and then click the states you wish to do quotes in.<\/li>\n\n\n\n<li>Now add your students. Make sure you are under your organization and click tab users on the top of the screen. You must do these steps for every user\/student.\n<ul class=\"wp-block-list\">\n<li>Click ADD NEW<\/li>\n\n\n\n<li>Parent Organization should be the name of your school<\/li>\n\n\n\n<li>Change Status to&nbsp;<strong>ENABLE<\/strong>&nbsp;and enter each students name and email. You must enter an email for the user i.d. and password to be emailed to access the rating tool. You can use the same email address for multiple students e.g. teachers email.<\/li>\n\n\n\n<li>When you are done, hit&nbsp;<strong>SAVE<\/strong><\/li>\n\n\n\n<li>Then when on the same user\/student click&nbsp;<strong>Send Log-in Info<\/strong><\/li>\n\n\n\n<li>Then when on the same user\/student click&nbsp;<strong>Carrier Assignment tab<\/strong>&nbsp;and then hit select all.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>Now students are ready to begin. To start quoting go to the Student section of the InVEST website under <a href=\"https:\/\/www.independentagent.com\/invest\/2025\/07\/16\/insurance-in-action-2\/\">Course Materials<\/a>. The student needs to log into the Invest website by selecting their state, school and entering teacher last name.&nbsp; This is the area they access the eBook, online games and the Personal Insurance Rating tool.&nbsp; They should use the User ID and Password emailed to the email address you provided to access the rating tool. Once they are in the system, click the second icon on left side bar (looks like folder with person on it) and they can create an applicant record for quoting and search applicants from previous quotes.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Insurance Application Forms Commercial Insurance Rating Tool The Commercial Lines Rating Simulation tool was created to illustrate some of the risk factors in rating insurance for a business. The rates are fictional and should not be used as a basis for comparing actual insurance premiums. Before you start, we suggest you collect information about the [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":700,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"authentication_status":"","authentication_restrictions":[],"_downloads_block_files":[],"_sponsor_title":"","_sponsor_url":"","_person_author_id":0,"content-type":"","share_enabled":false,"community_list_site":"","_bigi_custom_date_time":"","bigi_community_list_restrictions":[],"footnotes":""},"categories":[38],"tags":[],"career_stage":[18],"class_list":["post-1898","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-resource","career_stage-teachers"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Forms &amp; Tools - Invest<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.independentagent.com\/invest\/2025\/10\/28\/forms-tools\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Forms &amp; Tools\" \/>\n<meta property=\"og:description\" content=\"Insurance Application Forms Commercial Insurance Rating Tool The Commercial Lines Rating Simulation tool was created to illustrate some of the risk factors in rating insurance for a business. The rates are fictional and should not be used as a basis for comparing actual insurance premiums. 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