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Contract Insurance Requirements Checklist

Turn insurance clauses into a practical review checklist and a focused request to your agent.

No account requiredEditable draftsProfessional printout

Fleet Insurance Toolkit / Contract Insurance Requirements Checklist

Build your working record

Use the fictional example to see how this works, or start with your own information.

1. Contract and operations
1. Auto liability
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.
2. General liability
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.
3. Motor truck cargo
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.
4. Excess / umbrella
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.
5. Workers compensation / employers liability
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.
6. Additional insured
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.
7. Waiver of subrogation
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.
8. Primary / noncontributory
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.
9. Cancellation / other notices
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.
10. Other terms / exclusions
Paste the relevant requirement and identify its section.
Examples: per occurrence, aggregate, per conveyance; include deductible or sublimit conditions.
Form number, edition, policy section, or dated written confirmation.

This tool processes entries in this browser tab. It does not send them to an agent, insurer, employer or MSM. Save a draft before leaving; there is no automatic account storage. Store downloaded records securely and follow your retention rules.

For a regulator explanation of the difference between a certificate and coverage, see the Texas Department of Insurance certificate FAQ. State requirements and contract terms vary.

Common questions

Is this tool free?

Yes. Use it without an account or email gate.

Can I edit, save and print the result?

Yes. Build the report, edit its wording, and save an editable JSON draft. Open that draft later in this same tool. The print control uses your browser to print or save a PDF.

Does this replace a professional review?

No. Use the report to organize known facts, document assumptions and identify the questions that need review.