​Offering personal umbrella coverage to every client is essential, which is why the Big "I" developed a customizable PUP declination form and customizable IHB form to document that you've offered coverage in your client files. 

It is a top-clicked resource, and with good reason. Offering your client coverage can lead to a sale, and when it doesn't, documentation that it was offered can provide protection for your agency in the event of an agency E&O claim. 

Visit www.iiaba.net/RLI and www.iiaba.net/homebusiness to download the forms from the right-hand menus. Simply add your agency name to the bottom of each form using the PDF form field.