Finance & Accounting

This template is a formal board resolution to approve the sale of significant company assets, ensuring all legal and corporate governance requirements are met. It should be used when a company's board of directors needs to formally document their decision to sell assets.

This document provides a guarantee for a debt and postpones any claims the guarantor may have against the debtor until the guaranteed debt is settled. It is used to strengthen a debtor's financial position by providing additional security to a creditor.

This sublease agreement allows a tenant (sublessor) to rent out all or part of their rented property to another tenant (sublessee). It outlines the terms and conditions of the sublease, protecting both the original tenant and the new sublessee.

This document creates an assignment of rental income from a leased property from the lessor (landlord) to a third party, typically a lender. It is used when the lessor wishes to use future rental income as collateral or to direct it to another entity.

Commercial property application with COPE data, schedules, and BI worksheet.

Standard response to premium audit requests with payroll and exposure schedules.

Subrogation demand letter to a third-party tortfeasor with damages documentation.

Memo outlining renewal goals, market submissions, and negotiation levers.

D&O application with ownership, financials, prior acts, and litigation history.

Standard letter requesting loss runs from a prior or current carrier.

EPLI application covering HR practices, claims, and training programs.

This checklist helps Southern African businesses assess their insurance needs and ensure comprehensive coverage for various risks. It is intended for internal use to guide discussions with insurance brokers and make informed decisions about business insurance policies.

This checklist helps Southern African businesses evaluate and secure appropriate Directors and Officers (D&O) insurance coverage. It outlines key considerations and information required for obtaining a D&O policy.

This agreement outlines the terms and conditions between a carrier and a shipper for the transportation of goods, establishing responsibilities and liabilities for both parties. It is suitable for use when engaging a carrier for logistics services.

This Accident Report template is used to document details of any workplace accident or incident, ensuring all necessary information is recorded for investigation and compliance purposes. It is crucial for insurance claims and internal safety reviews.

This template is used by businesses to formally claim compensation for goods damaged during shipping. It outlines the details of the shipment, the nature of the damage, and the compensation requested.

This Limited Warranty outlines the coverage and limitations for products or services, providing clear terms for both the provider and the customer. It is used to define the scope of warranty protection offered to purchasers.

This Insurance Agreement template outlines the terms and conditions between an insurer and an insured party, detailing coverage, premiums, and responsibilities. It is suitable for various types of insurance policies.

This template is an agreement for income continuation protection, designed to provide a financial safety net for employees in the event of temporary or permanent disability, ensuring a portion of their income continues. It is used by employers to formalize the terms and conditions of such protection with their employees.

This document provides a comprehensive business plan for an insurance company, outlining its strategies, operations, and financial projections. It is suitable for new ventures or existing companies seeking funding or strategic redirection.

Cyber application covering controls, MFA, EDR, backup posture, and incident history.

Calendar tracking medical, dental, vision, and ancillary renewal milestones.

Standardized insurance requirements for vendor contracts by risk tier.

Application for crime coverage including employee dishonesty and computer fraud.

Master schedule of policies with carrier, limits, premium, deductible, and renewal dates.

BI worksheet quantifying gross earnings, continuing expenses, and extra expense.

Form requesting an additional insured endorsement under a vendor or landlord contract.

Commercial auto application with vehicle schedule, driver list, and MVR results.

Excess application referencing primary policies and exposure summary.

ACORD-style CGL application capturing operations, payroll, and prior claims.