Start with your agency’s templates
Choose a form your agency has made available in its library. Use policies and other supporting documents to help fill in the answers.
ThreadWise / Form Studio
Prepare forms without starting from a blank page.
Prepare a form using your agency’s templates, client documents, and policy details. Review and correct the answers before downloading the completed PDF.
Form Studio
Supporting information
Selected template
Certificate of liability insurance
Cedar Lane Insurance template library
Review completed answers
Named insuredJuniper Ridge Fabrication✓ Corrected from “Juniper Ridge Mfg”
Certificate holderLakeview Property Group
CarrierHarbor Mutual
Juniper Ridge Certificate.pdfCompleted PDF · Ready for review
What you can do
Supply supporting information
Add the relevant files and facts, then confirm what the form needs. Your assistant can help find a form in the library and identify missing information.
Review, correct, and download completed forms
Check the completed answers and request corrections, then download the PDF. Some forms also support an editable PDF.
Put it to work
Form Studio in practice
A service team member brings Juniper Ridge Fabrication’s general liability policy and lease requirements into the agency’s certificate template, corrects the insured name, and downloads the completed PDF for review.
What you need to use it
The form must be available in your agency’s library, and you need permission to use it. Bring the supporting documents and information, then review the completed answers.
Keep the work connected.
Start with the work