Now viewing items in Education Library » Forms

This is where you can find some useful forms

Resource TitleDescriptionRating
Certificates of Insurance Checklist This PDF provides a tool that agents can use to help their customers understand the terms and conditions in a construction contract that may be problematic in a contract before the customer signs the contact. 1 2 3 4 5
Diligent Effort Form

Statement of Diligent Effort Form. In most cases, three insurers must be listed on this form. Only one one insurer, however, is required for residential and commercial residential structures that have a dwelling replacement cost of $1 million or more.

1 2 3 4 5
Excess and Surplus Lines Citizens

This PDF contains sample language for a waiver agents can use when presenting information about excess and surplus lines products to customers who are insured by Citizens.

1 2 3 4 5
Fair Credit Report Act: Summary and Forms This PDF provides a summary of the steps an insurance agency should take in order to comply with the Fair Credit Reporting Act and the Florida Administrative Code. Sample forms are also provided. 1 2 3 4 5
Flood Waiver Form
You can use this form for your customers to acknowledge the acceptance, rejection, or unavailability of flood and excess flood coverage.  
1 2 3 4 5
Private Flood Insurance Waiver You can use this form for your customers to acknowledge the acceptance of private flood insurance coverage. 1 2 3 4 5
Record Retention Schedule Each agency, while complying with the law, must make its own decisions on these time factors, taking into account space availability and cost factors. 1 2 3 4 5
Sample Carrier Downgrade Letter

Here is some suggested wording should you need to communicate a downgrade in the rating for one of your carriers.

1 2 3 4 5
Sample Letter for Insolvency Agents can use this letter as a template for a letter sent to insureds in the vent of a company insolvency. 1 2 3 4 5
Sample Letter for Rehabilitation This letter serves as a template for agents to send to policyholders in the event a company is placed in rehabilitation. 1 2 3 4 5
Surplus Lines Disclosure Form and Instructions

This suggested form is designed to provide guidance only based on the statutory requirements for such form, and it has not been approved by the Florida Department of Financial Services.

1 2 3 4 5
Surplus Lines Forms: Diligent Effort or Disclosure Form? There can be confusion about what form is required when placing a policy with a surplus lines insurer. Florida Statutes 626.916 and 627.062(3)(d)1 come into play and dictate whether the diligent effort form (DE) or the surplus lines disclosure form (SLDF) is required. 1 2 3 4 5
Windstorm/Hail Acknowledgement Form Here's a form an agency can use to document a customer's rejection or acceptance of Windstorm/Hail coverage for commercial or personal property. 1 2 3 4 5