Free Packet Builder

Free Outside Business Packet Builder for Farmers Agents

Generate a reusable fillable broker packet with premium summary, disclosures, SL-2, D-1, broker fee disclosure, signature page, and ACORD 36. Add agency details now or leave them blank and fill them in later.

No login required
Takes under 2 minutes
Downloads to your computer

Want help managing outside business after the packet?

Book a short appointment to see how we can help with document tracking, invoicing, broker fees, case follow-up, renewals, automation, and staff training.

Book Outside Business Appointment

Add Agency Information

Optional. Add your details if you want them printed into the reusable packet.

Step 1
This section is optional. You can generate a blank reusable packet and complete agency details later.

Choose Packet Pages

Select the pages you want included in the reusable fillable PDF.

Step 2

Core Broker Packet Pages

Recommended pages for a reusable outside business packet.

Surplus Lines Pages

Useful when the packet is being used for surplus lines outside business.

Optional Supporting Pages

Add these if they fit how you handle outside business files.