This template helps risk and finance leaders choose a commercial insurance broker — scoring carrier relationships, coverage breadth across property, liability, and cyber, claims-handling track record, and fee transparency so renewals land with the right protection at the right cost.
What's Included
- Carrier access matrix: Carrier relationships and market reach per broker scored against your coverage needs.
- Coverage gap scorecard: Property, GL, cyber, D&O, and inland marine coverage mapped to your exposures.
- AI Coverage Reviewer: Reads broker proposals and flags missing lines, sub-limits, and exclusions before binding.
- Fee transparency audit: Commission vs fee-based structures normalized for true cost comparison.
How To Use
- Clone the template into your Taskade workspace.
- Customize the coverage matrix to your industry and exposures.
- Train the AI Coverage Reviewer on your risk profile and required limits.
- Score brokers, resolve gaps, and route the recommendation to finance.
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