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Broker Tools & Resources

Resources › Tools & Resources

Here you’ll find practical guidance, templates and toolkits designed to support you and your business, while helping you navigate key areas of insurance broking and the broader profession. 

Guidance

Vulnerable Client Guidance

Practical guidance to help Code subscribers identify and support clients experiencing vulnerability
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Strata Insurance Guidance

Guidance to assist brokers to meet their Code obligations when acting on behalf of Owners Corporations
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Templates

Letter of Authority

A Template Letter of Authority for NIBA members 

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Terms of Engagement

A practical Word template to help NIBA members set out their terms of engagement with clients

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WorkCover WA Broker Consent Authority

A consent form to enable brokers to access personal and sensitive information relating to a WA Workers Compensation claim.

Download

Talent and Development

Toolkits

Insurance Broking Internship Toolkit

Practical Guidance and Templates to Support Brokerages in Onboarding New Talent | Published in 2026

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Internship Toolkit

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