EPLI Quote Comparison Worksheet
A proposal-comparison sheet focused on claims-made dates, defense treatment, retentions, wage-and-hour wording, third-party claims, exclusions, sublimits, consent, and reporting.
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Who this is built for
Small employers comparing stand-alone EPLI or employment-practices endorsements.
How to use it
- Use one column or duplicated row set per quote and copy policy wording rather than relying only on sales summaries.
- Treat wage-and-hour, third-party, punitive-damages, prior-knowledge, and defense-cost issues as separate review items.
- Preserve the retroactive/prior-acts date and reporting deadlines when switching claims-made coverage.
What the template captures
What this template cannot prove
A worksheet or email template cannot create insurance coverage, establish legal worker status, modify an insurance policy, or guarantee that a contract requirement has been satisfied. When a field depends on coverage, confirm the policy or endorsement. When it depends on state law, use the responsible state authority.
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