Tel: 423-929-7103 

    

Insurance Quotes

Online Client Services

Make A Bill Payment

Claims & Bill Payments

Contact Us

 

SMALL BUSINESS TOOLBOX
 A Free Online Administrative Tool-Set from Watauga Insurance, Inc.

The following helpful document & spreadsheet templates are free to download, customize & save for your own use!  And because they're so intuitive, you can quickly begin using  your selected file to satisfy your specific need.


 

 

Section A: Business Finance
  1. Balance Sheet Template

  2. Cash Flow Budget Worksheet

  3. Customer Statement of Account

  4. Daily Cash Sheet

  5. Income Statement Template

  6. Loan Application, Bank Review Form

  7. Monthly Bank Reconciliation

  8. Personal Statement Package

  9. Present Value Tables

  10. Sample Collection Letters

  11. Trial Balance Worksheet

  12. Unsecured Promissory Note

Section B: Compensation & Benefits

  1. Compensable Work Chart

  2. Initial Notification of COBRA Rights

  3. Overtime Guidance

  4. Privacy Policy

  5. Profit-Sharing Plan

  6. Simplified Employee Pensions

  7. Time-Off Policies

  8. Workers' Comp Policies

Section C: Recruiting & Hiring

  1. Applicant Information Release

  2. Applicant Rejection

  3. Driving Record Check

  4. Driving Record Release Form

  5. Drug Testing Consent Form

  6. Educational Record Check

  7. Employer Reference Check

  8. Employment Reference Phone Script

  9. Employment Reference Release

  10. Fair Credit Disclosure Act Notice

  11. Job Analysis Questionnaire

  12. Job Description Form

  13. Job Requirements Checklist

  14. Personal Reference Check Letter

  15. Reference Checking Documentation Form

  16. Sample Employment Application Form

  17. Sample Independent Contractor Agreement

  18. Sample Interview Script

  19. Temporary Help Agency Checklist

Section D: Vehicles & Equipment

  1. Annual Lease Table

  2. Checklist for Evaluating Used Cars

  3. Equipment Inventory List

Section E: Employee Management
  1. Form I-9, Employment Eligibility Verification

  2. Electronic Funds Transfer Authorization

  3. Employee Coaching Script

  4. Employee Disciplinary Action Form

  5. Drug Test Policy

  6. Employee Discipline Aids

  7. Employee Feedback Script

  8. Employee Work Rules

  9. Long Distance Call Log

  10. Noncompete Agreement

  11. Employee Time Sheets

  12. Sample Absence Policies

  13. Sexual Harassment Policy

  14. Smoking Policy

Section F: Marketing

  1. Business Plan Components: Sample Plans Illustrate

  2. Required Content

  3. Customer Satisfaction Survey Form

  4. Customer Service Action Form

Section G: Worker Safety

  1. Hazard Communication Program Package

  2. OSHA Form 101 - Supplemental Illness and Injury Log

  3. OSHA Form 174 - Material Safety Data Sheet

  4. OSHA form 200 - Illness and Injury Log

  5. Sample Emergency Procedures

  6. Sample Safety Policy

  7. Sample Workplace AIDS Policy

  8. Sample Workplace Violence Prevention Policy

  9. Fire Extinguisher Selection Chart

Section H: Starting Your Business

  1. Business Selection Checklist

  2. Cash Flow Sensitivity Analysis

  3. Cost Assessment Checklist

  4. Equipment Lease Checklist

  5. Family Monthly Budget Form

  6. Franchise Agreement Checklist

  7. Projected Staffing Schedule

  8. Real Property Lease Checklist

  9. Start-up Checklist

  10. Strengths/Weaknesses Assessment Checklist

Section I: Firing & Termination

  1. Employment Reference Release

  2. General Release for Employment Termination

  3. Termination Checklist and Form

 

Disclaimer: The files freely available in the above "Small Business Toolbox" are not a substitute for the advice of professional legal, accounting or a business services expert. These links provide you with editable forms and suggestions on how you might use them. We cannot, and do not,  provide specific advice for your exact situation.  Therefore these files may not be appropriate for you.

SIMPLE IS BETTER: No long complicated forms required... Simply answer a few basic questions & we'll contact YOU!

*Select Quote Type:

*How Did You Find Us:

*Your Full Name:

*Phone Number:

-

*Phone Number Is My:

Cell  Work  Home

*Email Address:

*City:

*State:

Current Ins Company(s):

Your Comments/Needs:

 

Watauga Insurance, Inc. is Licensed in the following States: Tennessee, Virginia.

 

 

 

Licensed in the following States: Tennessee, Virginia
 

Our Company

 

Homepage

About Us

Our Pledge To You

Overview Of Products & Services

Carriers We Represent

Privacy Statement

Contact Us



Watauga Insurance, Inc.
201 West Watauga Avenue
Johnson City, TN 37604

Office Hours: M-F 8am-5pm
Tel: 423-929-7103
Fax: 423-929-7105
Email: email@wataugainsurance.com

Shop For Insurance Quotes

 
For Families & Individuals:

Automobile Insurance Quote

Homeowners Insurance Quote

Motorcycle Insurance Quote

Boat Insurance Quote

Life Insurance Quote

Long-Term Care Insurance Quote

For Business:

Business Owner's Policy Quote

Commercial Auto Quote

Commercial Liability Quote

Workers Comp Quote

Our Products & Services

 
Personal Lines Insurance:

Automobile Insurance

Home, Condo & Renters Insurance

Personal Liability Umbrellas

Commercial Lines Insurance:

Commercial Overview

Special Programs

Life & Health Insurance:

Life Insurance

Health Insurance

Long-Term Care Insurance

Online Client Services

 

Refer A Friend

Make A Bill Payment

File A Claim

Order Certificate of Insurance

Request A Policy Change

Small Business Toolbox

Tools & Resource Links

View Online Newsletter

Contact Us

Watauga Insurance, Inc. © Copyright 2012 - ALL RIGHTS RESERVED - Review Our Privacy Statement
IMPORTANT NOTE: This Web site provides only a simplified description of coverages and is not a statement of contract. Coverage may not apply in all states. For complete details of coverages, conditions, limits and losses not covered, be sure to read the policy, including all endorsements, or prospectus, if applicable.

Homepage  |  Top Of This Page

Johnson City
Mountain Home
Milligan College
Jonesborough
Watauga
Piney Flats
Elizabethton
Unicoi
Telford
Hampton
Kingsport
Erwin
Bluff City
Limestone
Fall Branch
Blountville
Chuckey
Roan Mountain
Bristol
Green Mountain
Afton
Greeneville
Butler
Bakersville
Flag Pond
Mount Carmel
Bristol
Weber City
Hiltons
Church Hill
Elk Park
Gate City
Minneapolis
Plumtree
Surgoinsville
Mendota
Micaville
Burnsville
Nickelsville
Shady Valley
Valle Crucis
Penland
Newland
Montezuma
Banner Elk
Crossnore
Spruce Pine
Linville
Abingdon
Linville Falls
Duffield
Pineola
Jonas Ridge
Johnson City TN
Mountain Home TN
Milligan College TN
Jonesborough TN
Watauga TN
Piney Flats TN
Elizabethton TN
Unicoi TN
Telford TN
Hampton TN
Kingsport TN
Erwin TN
Bluff City TN
Limestone TN
Fall Branch TN
Blountville TN
Chuckey TN
Roan Mountain TN
Bristol TN
Green Mountain NC
Afton TN
Greeneville TN
Butler TN
Bakersville NC
Flag Pond TN
Mount Carmel TN
Bristol VA
Weber City VA
Hiltons VA
Church Hill TN
Elk Park NC
Gate City VA
Minneapolis NC
Plumtree NC
Surgoinsville TN
Mendota VA
Micaville NC
Burnsville NC
Nickelsville VA
Shady Valley TN
Valle Crucis NC
Penland NC
Newland NC
Montezuma NC
Banner Elk NC
Crossnore NC
Spruce Pine NC
Linville NC
Abingdon VA
Linville Falls NC
Duffield VA
Pineola NC
Jonas Ridge NC
Johnson City Tennessee
Mountain Home Tennessee
Milligan College Tennessee
Jonesborough Tennessee
Watauga Tennessee
Piney Flats Tennessee
Elizabethton Tennessee
Unicoi Tennessee
Telford Tennessee
Hampton Tennessee
Kingsport Tennessee
Erwin Tennessee
Bluff City Tennessee
Limestone Tennessee
Fall Branch Tennessee
Blountville Tennessee
Chuckey Tennessee
Roan Mountain Tennessee
Bristol Tennessee
Green Mountain North Carolina
Afton Tennessee
Greeneville Tennessee
Butler Tennessee
Bakersville North Carolina
Flag Pond Tennessee
Mount Carmel Tennessee
Bristol Virginia
Weber City Virginia
Hiltons Virginia
Church Hill Tennessee
Elk Park North Carolina
Gate City Virginia
Minneapolis North Carolina
Plumtree North Carolina
Surgoinsville Tennessee
Mendota Virginia
Micaville North Carolina
Burnsville North Carolina
Nickelsville Virginia
Shady Valley Tennessee
Valle Crucis North Carolina
Penland North Carolina
Newland North Carolina
Montezuma North Carolina
Banner Elk North Carolina
Crossnore North Carolina
Spruce Pine North Carolina
Linville North Carolina
Abingdon Virginia
Linville Falls North Carolina
Duffield Virginia
Pineola North Carolina
Jonas Ridge North Carolina