Practical Resources to Help Brokers Win Business
From ready-to-use templates to practical tools and information, York’s Resources Hub is designed to help streamline your workflow and drive better outcomes for you and your clients.
Resources Built for Brokers, Shaped by Experience.
At York Underwriting, we know that placing the policy is just one part of an Insurance Broker’s success.
Whether you’re refining a proposal, explaining a policy or tackling a tricky sector, you’ll find a range of tools from client-ready templates to insurance industry insights.
Tools That Work for You
We value simplicity. These resources exist to reduce the complexity and help Insurance Brokers with what matters: good cover, great advice, and better outcomes.
Can’t find what you’re looking for? Contact us and we’ll work with you to meet your needs.
Save Time
No more writing explanations from scratch
Support Your Advice
With commentary, logic and templates
Improve Conversations
By giving your clients clarity and confidence
Simplify Complex Risks
With real examples and sector expertise
Downloads & Templates
Get instant access to policy wordings, certificate templates, proposal and claims forms, explainers and general guidance, all created to save you time, strengthen your advice and simplify complex client conversations.
Policy Wordings
For access to our latest policy wordings, please select an option below.
Claims Form
When submitting a claim, please download this form. It contains all the essential details we need to kick-start the process.
Certificate of Insurance Templates
Download our certificate templates designed to help you better understand our summary of cover.
Questionnaires
To ensure we have all the critical information for your policy, please complete the questionnaire below for your client’s sector.
Checklists
For access to downloadable checklists to help manage your clients’ risk exposure, please select an option below.
Renewal Letter
To streamline and speed up the renewal process, use this form to advise us of any changes.
Resources, Shaped by Real-World Insights
Our resources are curated by expert underwriters with decades of experience. Every document is developed by a team that understands how Insurance Brokers work, what they need and the challenges they face.
Our resources are crafted with real-world situations in mind, not abstract examples. We regularly update these resources based on Broker feedback and changing industry conditions, ensuring that everything stays relevant, useful and practical.