Insurance & Life Organizer | Professional Client License
Insurance & Life Organizer – Professional Client License
Give your clients more than a policy folder — give them one organized place for the important information their family may someday need.
The Insurance & Life Organizer is a 50-page fillable and printable workbook designed for insurance brokers, agents, and advisors to provide to their clients as a practical, thoughtful resource.
Along with everyday life-administration information, the organizer includes insurance-specific planning pages covering areas such as life insurance, disability insurance, critical illness insurance, home and auto coverage, beneficiary information, claims preparation, and annual insurance reviews.
Clients can complete the organizer digitally or print it and keep it in a secure location at home.
What's Included
- 50-page fillable + printable PDF
- Insurance & Life Organizer
- Personal and emergency information
- Banking, debts and monthly bills
- Password and digital-access planning
- Home, vehicles and household information
- Important document locator
- Hospitalization and emergency planning
- Estate and end-of-life information
- Insurance portfolio overview
- Life insurance information
- Disability insurance
- Critical illness insurance
- Home and auto insurance
- Travel and business insurance
- Beneficiary review
- Claims roadmap
- Insurance-gap and review questions
- Annual insurance review
- Final emergency cheat sheet
The binder is designed as an organizational resource and does not replace professional insurance, financial, legal, tax, or estate-planning advice.
Choose Your Professional Client License
Starter License — $99 CAD
Licensed for distribution to up to 10 individual clients or households.
Professional License — $179 CAD
Licensed for distribution to up to 25 individual clients or households.
Professional Plus License — $299 CAD
Licensed for distribution to up to 50 individual clients or households.
Team License — $499 CAD
Licensed for distribution to up to 100 individual clients or households.
Need more than 100 client licenses?
Contact us for custom pricing for agencies, brokerages, or firms.
How the License Works
You receive one master digital copy of the Insurance & Life Organizer.
Your selected license gives you permission to print or privately distribute the organizer to the number of clients or households included in your purchased tier during the 12-month license period.
For example, purchasing the 25-client license allows you to provide the organizer to up to 25 clients. You do not need to download the PDF 25 separate times.
You May
- Print copies for your licensed clients
- Email or privately provide the fillable PDF to your licensed clients
- Use the organizer as a client-appreciation, onboarding, or annual-review resource
- Provide a combination of printed and digital copies within your purchased client limit
You May Not
The master PDF may not be:
- Resold as a standalone product
- Posted publicly online
- Uploaded to an unrestricted shared drive or website
- Shared with other insurance professionals or businesses
- Distributed beyond the number of client licenses purchased
- Altered and resold as your own product
Additional distribution requires purchasing additional client licenses.
A Client Resource That Keeps Your Name Top of Mind
Unlike a one-time promotional gift, this organizer is designed to become something clients actually keep and refer back to.
It helps families understand where their important information lives, who to contact, and what needs attention if something unexpected happens, making it a natural companion to the protection and planning conversations insurance professionals are already having with their clients.
