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Financial & Insurance Services
Explore a wide range of customizable Financial and Insurance Services templates and resources tailored for service quotes, proposal, and more. Find solutions to optimize your Financial and Insurance Services practices and meet industry standards.
Templateby SafetyCultureSWOT analysis
Use this template to analyse strengths, weaknesses, opportunities and threats to the business. A diverse range of colleagues should be involved in the discussion throughout the business and the analysis should be reviewed at least annually or if there are any significant changes internally or externally. It is best practice that any resultant risks and opportunities be included in the business strategy/ road map.
140 downloadsGet- Templateby SafetyCulture
Home Insurance Inspection
This home insurance inspection template can be used by insurance inspectors in verifying policy value and home insurance claims. Use this template in SafetyCulture to easily: 1) Include information such as the insurance provider, policy number and holder, name of inspector and date of inspection as well as the exact home address with geo-tagging. 2) Chronologically conduct the inspection by following the set areas such as exterior, grounds, fondation, roof, attic, and internal systems among others. 3) Indicate if an item is a pass or fail based on your inspection. 4) Add media/images on items you deem necessary. 5) Put additional notes or recommendations you feel relevant after your initial inspection before adding your signature.
121 downloadsGet - Templateby SafetyCulture
Purchase Order Form Template
This purchase order form template is ideal for wholesalers or bulk orders. Use this purchase order form to do the following: 1) State the purchase order date and number, 2) Clarify the shipping and payment terms, 3) Add as many items as you need to the order, 4) Record the tax rate, tax, shipping and handling fees, and 5) Approve the purchase order by digitally signing.
100 downloadsGet - Templateby SafetyCulture
Business Contingency Plan Template
Use this basic contingency plan template to outline, list, and describe your organization's recovery, restoration, and backup plans when a crisis occurs. Crisis management directors leadership teams, and other contingency planning stakeholders can use this plan template to streamline its creation and standardize action plans.
98 downloadsGet - Templateby SafetyCulture
Procurement Management Plan Template
Use this procurement management plan template to map out the steps required to acquire goods and services. Start by outlining the activities and people involved in the procurement process. Then, create a list of items and/or services to be purchased, along with a list of potential suppliers. After this, identify potential risks, specify mitigation strategies, and define the assumptions and constraints in the process. Once done, have the plan approved using electronic signatures with time and date stamps.
95 downloadsGet - Templateby SafetyCulture
General SWOT Analysis Template
Use this SWOT analysis template to identify your or your company's Strengths and Weaknesses, as well as the Opportunities and Threats that you might face. Each section of this SWOT template prompts you to analyze the different SWOT elements in-depth in order to have a deeper understanding of how you or your company are operating and what concerns need to be addressed.
94 downloadsGet - Templateby SafetyCulture
Equipment Return Sheet Template
Record the details of the returned equipment including the condition when it was returned. You can also indicate the previous personnel who approved the previous issuance for a detailed report. Sign the template off with your digital signature.
88 downloadsGet - Templateby SafetyCulture
Business Process Documentation Template
This business process documentation template helps managers comprehensively record the outline of a business process from beginning to end. Managers can add photos, notes, and actions to each template item. They can also do the following: (1) Specify the process owner or the person responsible for overseeing the process, (2) Add multiple process roles which include the person's title, name, and responsibility, (3) Determine the what, who, when, and how of each process step and include photos, and (4) Identify how exceptions will be detected, managed, and controlled or prevented.
72 downloadsGet - Templateby SafetyCulture
Operational Process Audit
Can be used to internally audit operational processes (predominantly Clause 8 processes of ISO management systems)
65 downloadsGet - Templateby SafetyCulture
Petty Cash Log Template
This easy-to-use petty cash log template can help you maintain an accurate record of all petty cash expenses. Use your mobile device to easily update or reconcile expenditures anytime anywhere. Prevent delays in the expected replenishment of petty cash by being timely in submitting records using this petty cash log template.
60 downloadsGet - Templateby SafetyCulture
Estimate Template
Use this template to create a cost estimate for any type of project. Start by filling out the general information such as the name, address, and contact details of the contractor and client. Then, write a brief description of the work to be carried out and select the elements that will be included in the breakdown of costs. Next, specify each element, whether materials, labor, and/or others, with their respective quantity, unit price, duration, hourly rate, and amount. Feel free to take and/or attach photos of the items in the list for providing an easier visual reference. Finally, indicate the total estimated cost and validity period of the cost estimation, then confirm the terms and conditions before completing the estimate template with digital signatures from both parties.
59 downloadsGet - Templateby SafetyCulture
Commercial Due Diligence Checklist
Download this free commercial due diligence checklist template to thoroughly review a target company's availability of key records, strategies, data, and other information relevant to its commercial feasibility. This tool can help potential investors or buyers during deals.
58 downloadsGet - Templateby SafetyCulture
Procurement Request Form Template
Use this procurement request from template to enter the type of supply needed, number of units, intended supplier/s, and cost. Affix signature for authorization.
57 downloadsGet - Templateby SafetyCulture
Simple Business Case Template
Use this template to document the reason for the project, different options available, anticipated improvements, estimated costs, underlying risks such as unforeseen costs and extra labor, schedule with milestones, assessment e.g. what could happen if the project isn't undertaken, and recommendation.
50 downloadsGet - Templateby SafetyCulture
Vendor Due Diligence Checklist
Download and use this free vendor due diligence checklist template to streamline your evaluation process on a vendor's key areas such as financial stability, regulatory compliance, and operational capabilities. With this customizable checklist, enhance your due diligence efforts toward well-informed decision-making.
46 downloadsGet - Templateby SafetyCulture
Commercial Property Insurance Inspection
This template is used by insurance inspectors in complying with the required pre-insurance inspections for commercial properties and buildings. It specifically lists all the important areas to check, as well as essential information needed with the inspections. Inspectors can also attach images, or put additional notes and recommendations after the inspection.
46 downloadsGet - Templateby SafetyCulture
Business Case Study Template
Use this template to write an overview of the business case, baseline and alternatives, risk comparisons, and conclusions or recommendations. This template includes informational images of sample screening criteria and risk cubes for easier visual reference.
35 downloadsGet - Templateby SafetyCulture
Vendor Payment Form
Businesses working with vendors or suppliers can use this vendor payment form to collect the payment details of suppliers for processing. Specifically, this form gathers the following data: 1. Remittance contact information including supplier contact's full name 2. Payment type, bank name, bank address, and/or check remittance address. 3. Digital sign off for authorization purposes.
29 downloadsGet - Templateby SafetyCulture
BUSINESS CONTINUITY CONTACT LIST FOR PANDEMIC VIRUS
The material in this template draws together key points from the planning guide, in a form that may assist individual businesses and other organizations in preparing their own business continuity plan for pandemic. The material is necessarily generic and will need to be adapted to meet the circumstances and needs of individual businesses and organizations. Source: https://cme-mec.ca/wp-content/uploads/2020/05/Pandemic-Guide-Updated-April-2020.pdf
29 downloadsGet - Templateby SafetyCulture
Business Case Proposal Template
Use this template to cover the details of the proposed project with a focus on the problem to be addressed or opportunity to be harnessed. It mainly consists of the background, what initiated the project, why its sponsors want to do the project, options analysis and its outcome, and conclusion.
21 downloadsGet - Templateby SafetyCulture
Project Business Case Template
Use this template to detail the contribution of the project to the overall business strategy, options considered, benefits, timescales, costs, expected return on investment, and risks. This template also provides an example for each element.
20 downloadsGet