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Template Documents

QBE’s Risk Solution’s team has developed a broad range of readily adaptable documents and best practice guidance to help our policyholders manage their business risks and improve their risk profiles.

Most of our template documents are designed to be relevant for businesses of all sizes, in all sectors and locations.  Some documents, where stated, are tailored to be applicable to specific professions or sectors in defined geographic locations, thereby including more distinctive considerations and references to local compliance standards. 

How to use the Template Documents

Although much of the work has been done for you, the vast majority of template documents will require some degree of adaptation to fit the needs of your business.

When using any template document from our suite, review it in its entirety and make amendments where necessary, to suit your own business’ size, structure, systems, culture, risk exposure, and local legal/regulatory requirements.  This will enable you to efficiently implement policies, procedures and processes to effectively manage your business risks in a manner that fits in with your own risk culture.

Please ensure you read and fully understand the disclaimer below prior to using the template documents.

  • The documents on the QRisk Customer Portal, including Self-Assessments, Guidance Notes and Templates, (“The Documents”), have been produced by QBE UK Ltd ("QUK"). QUK is a member of the QBE Insurance Group (“QBE Group”). Readership of The Documents does not create an insurer-client, or other business or legal relationship. These publications provide information and guidance to help you to understand and manage risk within your organisation. To the extent that any legal or regulatory references are made, this is not the same as legal advice.

    The Documents do not purport to provide a definitive statement of the law and are not intended to replace, nor may they be relied upon as a substitute for, specific legal or other professional advice. QUK has acted in good faith to provide accurate publications. However, QUK and the QBE Group do not make any warranties or representations of any kind about the contents of these publications, the accuracy or timeliness of their contents, or the information or explanations given. You are recommended to take your own steps to verify the information and to obtain legal or other professional advice as appropriate. For the avoidance of doubt, nothing in these publications disapplies or amends any duties owed by a client of QUK or any member of the QBE Group in connection with the formation of contracts of insurance, whether contractual in nature or by operation of applicable law.

    QUK and the QBE Group have no obligation to update The Documents, or any information contained within them. To the fullest extent permitted by law, QUK and the QBE Group disclaim any responsibility or liability for any loss or damage suffered or cost incurred by you or by any other person arising out of or in connection with you or any other person's reliance on these publications or on the information contained within them and for any omissions or inaccuracies.

    QBE UK Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority and has its registered offices at 30 Fenchurch Street, London EC3M 3BD.

    You may use and adapt the contents of template documents for your own internal business purposes. Please acknowledge the source of these materials as follows: "Material taken from QBE Risk Solutions Template Documents and reproduced with QBE's permission.” © QBE UK Limited 2023. Not for further publication.

Search for Template Documents 

All the template documents reside within the categories listed below.  A full inventory of our suite of template documents can be found in the following excel file – where you can search for documents using keywords, and identify which category the document you require is located in.

Template Documents

View our range of templates and best practice guidance documents within the below categories or open the inventory above to view them all at a glance, or to search for a specific document.

Accessing Template Documents

Please note, the templates can only be accessed by QBE policyholders via the QRisk Knowledge Centre.

More information about QBE’s client Risk Management Portal, QRisk can be found here.

If you are a policyholder and require access to QRisk, please contact (providing your company name and the insurance policy you hold with us and policy number if available).


Contact Us

If there is a document that you cannot find or any that would be of benefit to you, please let us know. 

We would also value your feedback and comments. 

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