Insurance Agent & Broker Invoice Generator
Create an agency-bill premium invoice with policy number, coverage period, producer license and surplus-lines-ready fields — then download as a clean PDF, free, no sign-up required.
Your Business Information
Client Information
Brand Your Invoice
Invoice design
Invoice Details
Line Items
No sales tax on premiums (surplus lines: separate tax + stamping fee, see FAQ) is applied only to line items with the “No sales tax on premiums (surplus lines: separate tax + stamping fee, see FAQ)” box ticked.
Signature
Add your authorized signature. It will only appear on the invoice preview and PDF if you actually sign.
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| Invoice Date | — |
| Description | Quantity | Rate | Amount |
|---|---|---|---|
| Annual premium — commercial general liability (policy no. above) | 1 | $0.00 | $0.00 |
| Annual premium — commercial property, fire & perils | 1 | $0.00 | $0.00 |
| Mid-term endorsement — additional insured (pro-rata premium) | 1 | $0.00 | $0.00 |
| Broker fee — placement & arrangement of cover | 1 | $0.00 | $0.00 |
| Policy administration fee | 1 | $0.00 | $0.00 |
| Premium finance / instalment charge | 1 | $0.00 | $0.00 |
| Risk survey & insurance review (fee-based advice, 1 hr) | 1 | $0.00 | $0.00 |
| Return premium — pro-rata cancellation credit | 1 | $0.00 | $0.00 |
| Subtotal | $0.00 |
| Total | $0.00 |
Insurance agent and broker invoice generator for US agency-bill premiums
Create a US insurance agency-bill invoice, broker invoice or premium debit note with policy number, insured party, carrier, coverage period, transaction type, producer license number, premium, broker fee, agency fee, endorsement, return premium and surplus-lines-ready line items.
US insurance billing is not a retail sales invoice. The policyholder needs to connect the amount due to a specific policy, insurer, term and transaction, while the producer needs clean separation between admitted premium, fees, instalments, mid-term changes and any surplus-lines taxes or stamping fees.
What a US insurance invoice should include
A useful agency-bill invoice makes the policy context visible. NIPR describes a producer as someone required to be licensed under state law to sell, solicit or negotiate insurance, and state licensing requirements vary, so include the producer or agency license detail your state and customer expect.
- Agency, broker or producer name, address, phone, email and payment instructions.
- Producer license number, agency license number or state registration reference where applicable.
- Insured or policyholder name, billing address and client account reference.
- Carrier, policy number, line of coverage, coverage period and effective date.
- Transaction type: new business, renewal, endorsement, cancellation, instalment or audit premium.
- Premium, broker fee, policy fee, agency fee, finance charge, taxes, stamping fee and return premium separately.
- Due date, cancellation warning, remittance instructions and client-money or trust-account notes where relevant.
Premiums, fees and return premiums
Keep the carrier premium separate from broker or agency fees. For a mid-term endorsement, show the effective date and pro-rated additional or return premium. For a cancellation, show the return premium as a negative line or issue a credit-style document.
Do not hide finance charges, instalment fees or agency fees inside the premium. Policyholders and commercial insureds often need to reconcile those categories separately.
Surplus lines taxes and stamping fees
Admitted-market premiums are generally not retail sales-tax charges. Surplus lines placements are different: state surplus-lines premium tax, stamping fees and broker-fee treatment vary by state and placement.
Enter surplus-lines tax and stamping fees as separate line items from the premium rather than trying to force them through one generic sales-tax field. Match the carrier, surplus-lines filing or stamping-office documentation.
When this is not the right document
Use this page for agency-bill or broker-billed premium collection. It is not a claims invoice from a repair shop or medical provider to an insurer, and it is not a regulatory premium-tax return, bordereau or insurer accounting statement.
United States Invoice Generator