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.

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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.

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Add Agency Information

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

Step 1

Agency Name

Producer / Broker Name

License Number

Email

Phone

Website

Agency Address

Optional Footer Note

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.

Summary of PremiumsPremium, taxes, fees, total Disclosure PageGeneral packet disclosure Broker Fee DisclosureFee disclosure page Signature PageClient and producer signatures

Surplus Lines Pages

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

SL-2Diligent search report D-1Disclosure statement

Optional Supporting Pages

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

ACORD 36Agent/Broker of Record Change Request Client AuthorizationOptional authorization page State-Required FormsExtra placeholder pages

Your Packet

Generate a reusable fillable PDF packet for future outside business cases.

0 Pages Selected

PDF Downloads

Agency Optional

Producer Optional

Email Optional

I understand this does not guarantee compliance in my state.

After generation, the fillable packet will download to your computer.

Book Outside Business Appointment

Your packet has downloaded. Want help managing actual outside business cases with document tracking, invoicing, fee collection, renewals, automation, and staff training? Book an outside business appointment above.

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