Editable US insurance template
US insurance agency-bill invoice template
Download a reusable invoice template for US insurance agents, brokers and agencies billing premiums, broker fees, agency fees, endorsements, renewals, return premiums and surplus-lines charges.
- ✓Includes policy number, carrier, insured, coverage period and producer license fields.
- ✓Separates premium, fees, instalments, surplus-lines tax, stamping fee and return premium.
- ✓Available in Google Sheets, Google Docs, Excel and Word.
Prefer to fill it in online? Open the US insurance invoice generator.
Insurance invoice template
Editable US format
Designed as a reusable billing file for agency-bill premium collection and broker fee records.
Free invoicing app
Trusted by 3,000,000+ businesses worldwide
Send invoices in seconds, track payments, and stay on top of your cash flow — all from your phone with the Invoice24 mobile app.
How to use a US insurance invoice template
An insurance invoice template should connect a payment request to a specific policy, carrier, term and transaction. It should also keep premium, broker fees, agency fees, instalments, surplus-lines charges and return premiums separate.
Use the template for agency-bill premium collection, renewals, endorsements, cancellations and client account records. It is not a claims invoice, bordereau or regulatory premium-tax return.
Fields to keep in the template
- Agency, broker or producer details and payment instructions.
- Producer or agency license number where your state or client expects it.
- Insured, billing address, client reference, carrier, policy number and coverage period.
- Transaction type: new business, renewal, endorsement, cancellation, instalment or audit premium.
- Premium, broker fee, agency fee, finance charge, surplus-lines tax, stamping fee and return premium separately.
Producer licensing and policy context
NIPR notes that producers must be licensed by the state where they sell, solicit or negotiate insurance. Keep the license or agency reference visible when it is part of your workflow.
Surplus lines and fees
Surplus-lines premium tax and stamping fees vary by state and should be itemized separately. Do not run them through a generic retail sales-tax field.
FAQs about US insurance invoice templates
Can this handle endorsements?
Yes. Add the endorsement number, effective date and pro-rated additional or return premium.
Should surplus-lines fees be separate?
Yes. Itemize surplus-lines tax and stamping fees separately from premium and broker fees.
Is this for claims billing?
No. It is for premium and agency-bill collection.
