Free templates for Canadian insurance brokers
Working files, not lead magnets. Every template below is a real download or copy-ready text, and none of them asks for an email address first.
They are deliberately plain. The brokerage problems these solve are almost never complicated ones, they are the ones nobody was holding.
Client and policy tracking spreadsheet
CSV, opens in Excel or Google Sheets
Clients, policies, renewal dates, premium and commission in one sheet, with the column names a broker actually uses.
Use it when: You are running the book out of memory, or out of three different spreadsheets.
Open the template90-day renewal checklist
CSV, opens in Excel or Google Sheets
Every task in a renewal from the 90-day check to the note you write after it closes, with an owner and a due date against each one.
Use it when: Renewals are getting missed, and usually the simple ones nobody was holding.
Open the templateCommission tracker
CSV, opens in Excel or Google Sheets
Expected commission against what the carrier actually paid, with variance, a status and a follow-up date on every line.
Use it when: You suspect you are being short-paid but cannot prove it line by line.
Open the templateClient onboarding checklist
CSV, opens in Excel or Google Sheets
The first ninety days: intake, consent, checking the policy record against the binder, and the two reviews that stop a silent first year.
Use it when: New clients get a policy and then nothing until renewal.
Open the templateSales pipeline worksheet
CSV, opens in Excel or Google Sheets
Seven stages with a written rule for what gets in and what gets out, plus how long each should take.
Use it when: Your pipeline reports a number nobody in the room believes.
Open the templateCRM requirements scorecard
CSV, opens in Excel or Google Sheets
Eighteen testable requirements to score any vendor against, including the three CovioIQ fails.
Use it when: You are comparing systems and every demo looks equally good.
Open the templateRenewal call script
Copy-ready text, four beats and four objections
What a renewal call has to accomplish, honest answers to the four things clients say back, and a note on recording calls.
Use it when: The call keeps turning into a price conversation before you have asked what changed.
Open the templateSocial media calendar
CSV, opens in Excel or Google Sheets
Eight weeks, four rotating themes, four posts written for you, and the columns that track whether an enquiry ever reached your CRM.
Use it when: You post sometimes and have no idea whether it has ever produced anything.
Open the templateEmail templates for brokers
Copy-ready text, one click to copy
Renewal reminders, quote follow-ups, onboarding, referral and re-engagement messages written for Canadian brokers, with consent notes.
Use it when: You rewrite the same email every week and it comes out differently every time.
Open the templateWhen a spreadsheet stops being enough
A spreadsheet is the right tool right up until two people need it at once, or until you want the renewal list to build itself. If you are at that point, the same 90-day workflow is what CovioIQ's renewal pipeline does automatically, and CRM versus broker management system explains which kind of system a brokerage actually needs.
You can also open the live demo and look at a populated book without signing up for anything.