New Business Checklists and Letter Templates
Click on the link below and enter your username and password to download the document
Members are encouraged to personalise the documents to fit their corporate style, however
no changes to the actual procedure or wordings should be made without checking with the
dCL Helpdesk on 01604 709942 – Email: helpdesk@dartcompliance.co.uk
Brief explanation of common commercial policy conditions and exclusions
Updated to reflect Court of Appeal Decision
Updated to reflect Court of Appeal Decision
Updated Sept 2026 Distance sales checklist for Consumer sales
Updated Sept 2026 Distance sales checklist for NON-Advised Consumer sales
Updated Sept 2026 Face-to-face sales checklist for Advised Consumer sales
Updated Sept 2026 Face-to-face sales checklist for NON-Advised Consumer sales
Updated Sept 2026
Updated Sept 2026 Document incorporating Consumer Insurance Act disclosure.
Updated Sept 2026 NON-ADVISED SALES ONLY
Updated Sept 2026
Updated Sept 2026
Updated Sept 2026
Updated Sept 2026 NON-ADVISED SALES ONLY
Updated Sept 2026
Updated Sept 2026
To be read in conjunction with insurer leaseholder certificate and the summary of cover.
Updated Sept 2026 Private car F2F checklist with CMA PNCB Script.
Updated Sept 2026 Private Car distance (telephone) checklist including CMA PNCB script.
Updated Sept 2026 Private car quote including CMA PNCB wordings.
Updated Sept 2026 Pre-existing medical conditions (PEMCs)
Updated Sept 2026 Pre-existing medical conditions (PEMCs)
Template wording re: unavailability of pandemic cover
Document for unrated insurers or those not covered by the UK FOS and/or FSCS.
This form should be used where vulnerability cues are identified which will require specific future actions.