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Texas Contractor Insurance Workbook

Bring organized quote questions to the broker conversation. Use the evidence checklist and comparison sheet to keep each quote beside the documents and questions still needed. The fictional example shows how to record the follow-up for another review.

Included: the 8-page printable PDF, an editable Excel companion, a fictional worked example and three topic-specific practice decisions with formula feedback. Print the PDF for handwritten use, or save a copy of the XLSX for computer-based records and review.

US$29.00

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Texas Contractor Insurance Workbook

For a licensed Texas Master Electrician organizing contractor insurance evidence and records at U5 steps 2 and 3, this eight-page workbook brings the official minimums, document register, evidence checklist, broker questions, three-quote comparison, combined renewal and change log, and one fictional example into one PDF.

US$29.00, one payment.

What you receive

One 8-page printable PDF, US Letter. Page 1 contains the cover, use notes, and contents. Print the PDF for handwritten preparation, or use the included editable XLSX companion for computer-based records and practice. Set your own review dates and revisit them as part of your planning routine.

  1. Official insurance minimums (page 2). The three checked commercial general liability minimums and official source.
  2. Insurance document register (page 3). Policy type, insurance company, policy period, renewal date, and private file location.
  3. Insurance evidence checklist (page 4). Named insured, policy period, coverage type, company contact, document reference, and open questions.
  4. Questions for your insurance broker (page 5). Six original questions with writing space and a broker, conversation date, and response reference.
  5. Three-quote comparison (page 6). Up to three quotes side by side, with document references and no scoring or recommendation.
  6. Renewal and change log (page 7). Renewal or change, policy and evidence reference, expiration as printed, record owner, and your chosen follow-up date, action, and response reference. Manual tracking only; no alerts.
  7. Fictional completed example (page 8). One clearly labeled fictional page joining the register, evidence check, broker question, quote references, and renewal reminder. No insurance choice is made.

Official insurance minimums

Commercial general liability minimum $300,000 per occurrence (combined for property damage and bodily injury), $600,000 aggregate, $300,000 aggregate for products and completed operations. Source: TDLR Electrical Contractor page, checked 2026-10-30. https://www.tdlr.texas.gov/electricians/apply/businesses/contractor-elec.htm.

Before you pay

Use this personal preparation workbook to organize records and questions before completing and submitting the current official forms yourself. Obtain legal, tax, insurance and employment advice from the appropriate professional. The non-refundable US$110 TDLR application fee is paid to TDLR and is not included in this workbook price. Source: TDLR Electrical Contractor page, checked 2026-10-30. https://www.tdlr.texas.gov/electricians/apply/businesses/contractor-elec.htm. This organizer does not select insurance, interpret a policy, rank providers, or confirm compliance. You and a licensed insurance professional decide which insurance options to choose. Current requirements of TDLR and the responsible authority control. The labelled fictional entries demonstrate a record-keeping method for your own preparation.

Start with the free reading

Keep the instructions, worked fictional example and reusable writing pages together. Follow the prepared sequence, record your own source references and return to the same file when a question needs follow-up.

Official lookup destinations

Explore the member path

For the wider learning path, review current membership options and trial terms. Buying this workbook does not itself grant paid membership. Check the current plan details for included materials.

Version 2026-10-30

Use the workbook on your computer, with guided practice

The original PDF now comes with an additional editable XLSX companion at the same US$29 price.

  • My record: enter your own source references, owners, status, next actions and personal review dates. Formula checks flag missing record fields and personal reviews due as of the date you choose.
  • Fictional example: see records adapted from this workbook’s existing examples. Keep these practice entries separate from your own record.
  • Practice: answer three topic-specific record decisions. Each A/B/C selection gives feedback, with an answer explanation for review.

Download the PDF and the separate texas-contractor-insurance-workbook-editable-companion.xlsx. Use a desktop spreadsheet application that supports XLSX formulas and validation lists. Save a copy before entering your own information. Choose your own review dates and check the workbook when following up; arrange any email reminders separately.

Use the formula feedback to check field presence and the personal planning dates you enter. Review flagged items against your own source evidence and the PDF’s context and official-source links. Confirm eligibility, compliance, insurance choices and work authorization through the responsible professional or authority; complete official forms separately.

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Not a licensed Professional Engineer in Texas or any U.S. state. Does not offer engineering services. Exam-prep education only.