Free Guides & Checklists
California Business Insurance Resources.
Plain-English checklists and guides for California employers — built from the questions we answer every day. Free to use, no email required.
Workers' Comp Audit Checklist
Walk into your California workers' comp audit with the right payroll records, class codes, and subcontractor documents ready.
Read the guide →Certificate of Insurance Guide
What a COI actually proves, what 'additional insured' means, and what California contractors and landlords really require.
Read the guide →EPLI Checklist for Employers
The handbook, documentation, and HR controls California employers need before a wrongful-termination or harassment claim lands.
Read the guide →Quote Document Checklist
Everything we need to quote your business accurately the first time — payroll, loss runs, FEIN, contracts, and more.
Read the guide →Restaurant Insurance Checklist
GL, liquor, property, spoilage, delivery, and workers' comp — the coverage a California restaurant or bar actually needs.
Read the guide →Commercial Bond Guide
CSLB, license, permit, performance, and payment bonds explained for California contractors — and how to get bonded fast.
Read the guide →Ready when you are
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