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Tools & Resources

Practical downloads to help business owners manage risk and prep smarter for insurance renewals.

📄 The Contractor’s Pre-Renewal Checklist

A 32-point checklist to help contractors prep smarter for upcoming commercial insurance renewals.

📉 5 Steps to Lower Your MOD Score in 90 Days

Quick-win actions business owners can take to begin lowering their workers’ comp rates — fast.

The Contractor's Pre-Renewal ChecklistThe Contractor's Pre-Renewal Checklist

🛠️ Job Site Safety Audit Template

A field-ready, customizable checklist to identify and correct safety risks before they become claims.

🕵️ Why Most Brokers Won’t Show You a Second Quote

Exposes how the quoting process works — and how to level the playing field for better insurance bids.

🤝 Fractional Risk Management 101

An introduction to strategic, part-time risk leadership — without the full-time overhead.

📁 Subcontractor Compliance Tracker Template

A simple tool to help GCs and trade contractors track certificates of insurance, endorsements, licenses, and safety documents — all in one place.
This document is under construction. Check back soon!

🧾 How to Catch MOD Score Errors Before They Cost You

A Practical Guide for Business Owners in Construction, Specialty Trades, and Manufacturing

🤝Jobsite Safety Review Template for Trade Contractors

This document is under construction. Check back soon!

📁 Coverage Gap Checklist for Fabricators & Machine Shops

This document is under construction. Check back soon!