Phone: (403) 309-2230
Toll Free: (866) 309-2230
  • Home
  • Quotes
    • Commercial Insurance Quotes >
      • Commercial Liability & Property Insurance
      • Commercial Auto Insurance Quote
      • Small Business Package Insurance Quote
      • Contractors Insurance Quote
      • Oil & Gas Insurance Quotes
    • Personal Insurance Quotes >
      • Homeowner Quote
      • Renters Quote
      • Condo Quote
      • Auto Quote
      • Classic Car Insurance Quote
      • Motorcycle Quote
      • ATV Insurance Quote
      • RV Insurance Quote
      • Watercraft & Boat Insurance Quote
    • Special Event Insurance Quote
    • Group Benefits Insurance Quote
    • Life Insurance & Financial Planning
    • Travel Quote
  • Service
    • Online Request
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Proof of Insurance
    • Contact My Carrier
    • Online Documents
    • Free Consultation
  • Products
    • Commercial Insurance >
      • Commercial Liability & Property
      • Commercial Auto Insurance
      • Small Business Package Insurance
      • Contractors Insurance
      • Oilfield Insurance Program
    • Personal Insurance >
      • Home Insurance
      • Renters Insurance
      • Condo Insurance
      • Auto Insurance
      • Classic Car Insurance
      • Motorcycle Insurance
      • ATV Insurance
      • RV Insurance
      • Watercraft & Boat Insurance
    • Event Insurance
    • Group Benefits
    • Life/Financial
    • Travel Insurance
  • Blog
  • About
    • Staff Directory
    • Agency Photo Gallery
    • Insurance Carriers
    • Client Testimonials
    • Refer a Friend
    • Employment
    • News
  • Contact

ALL SERVICE INSURANCE BROKERS: SMALL BUSINESS TOOLBOX


The following helpful document & spreadsheet templates are free to download, customize & save for your own use! And because they're so easy to use, you can quickly begin using your selected file to satisfy your specific need in no time.
Disclaimer: The files freely available in the this "Small Business Toolbox" are not a substitute for the advice of professional legal, accounting or a business services expert. These links provide you with editable forms and suggestions on how you might use them. We cannot, and do not, provide specific advice for your exact situation.
To begin simply select a category to see each list of what's available, then click to open:
Section A: Business Finance
  1. ​Balance Sheet Template
  2. Cash Flow Budget Worksheet
  3. Customer Statement of Account
  4. Daily Cash Sheet
  5. Income Statement Template
  6. Loan Application, Bank Review Form
  7. Monthly Bank Reconciliation
  8. Personal Statement Package
  9. Present Value Tables
  10. Sample Collection Letters
  11. Trial Balance Worksheet
  12. Unsecured Promissory Note
Section B: Compensation & Benefits
  1. Compensable Work Chart
  2. Initial Notification of COBRA Rights
  3. Overtime Guidance
  4. Privacy Policy
  5. Profit-Sharing Plan
  6. Simplified Employee Pensions
  7. Time-Off Policies
  8. Workers' Comp Policies
Section C: Recruiting & Hiring
  1. Applicant Information Release
  2. Applicant Rejection
  3. Driving Record Check
  4. Driving Record Release Form
  5. Drug Testing Consent Form
  6. Educational Record Check
  7. Employer Reference Check
  8. Employment Reference Phone Script
  9. Employment Reference Release
  10. Fair Credit Disclosure Act Notice
  11. Job Analysis Questionnaire
  12. Job Description Form
  13. Job Requirements Checklist
  14. Personal Reference Check Letter
  15. Reference Checking Documentation Form
  16. Sample Employment Application Form
  17. Sample Independent Contractor Agreement
  18. Sample Interview Script
  19. Temporary Help Agency Checklist
Section D: Vehicles & Equipment
  1. Annual Lease Table
  2. Checklist for Evaluating Used Cars
  3. Equipment Inventory List​​
Section E: Employee Management
  1. Form I-9, Employment Eligibility Verification
  2. Electronic Funds Transfer Authorization
  3. Employee Coaching Script
  4. Employee Disciplinary Action Form
  5. Drug Test Policy
  6. Employee Discipline Aids
  7. Employee Feedback Script
  8. Employee Work Rules
  9. Long Distance Call Log
  10. Noncompete Agreement
  11. Employee Time Sheets
  12. Sample Absence Policies
  13. Sexual Harassment Policy
  14. Smoking Policy​
Section F: Marketing
  1. Business Plan Components: Sample Illustrated Plans
  2. Customer Satisfaction Survey Form
  3. Customer Service Action Form
Section G: Worker Safety
  1. Hazard Communication Program Package
  2. OSHA Form 101 - Supplemental Illness and Injury Log
  3. OSHA Form 174 - Material Safety Data Sheet
  4. OSHA form 200 - Illness and Injury Log
  5. Sample Emergency Procedures
  6. Sample Safety Policy
  7. Sample Workplace AIDS Policy
  8. Sample Workplace Violence Prevention Policy
  9. Fire Extinguisher Selection Chart​
Section H: Starting Your Business
  1. Business Selection Checklist
  2. Cash Flow Sensitivity Analysis
  3. Cost Assessment Checklist
  4. Equipment Lease Checklist
  5. Family Monthly Budget Form
  6. Franchise Agreement Checklist
  7. Projected Staffing Schedule
  8. Real Property Lease Checklist
  9. Start-up Checklist
  10. Strengths/Weaknesses Assessment Checklist​​
Section I: Firing & Termination
  1. Employment Reference Release
  2. General Release for Employment Termination
  3. Termination Checklist and Form​​

Contact Us

(403) 309-2230
#270, 5002 - 55 Street 
Red Deer, Alberta T4N 7A4 
Click Here to Email Us
Picture

Licensed in Alberta and BC

Navigation

Homepage
Insurance Quotes
Policy Service
Privacy Policy
Insurance Products
Contact Us
Agent Login

Social Media

Facebook
LinkedIn
Google+

Share This

Contact Us

All Service Insurance Brokers Ltd.
#270, 5002 - 55 Street  
Red Deer, AB T4N 7A4
Phone: (403) 309-2230
Toll Free: (866) 309-2230
Click Here to Email Us

Location

✕