Streamline Your EPLI Application with Paperform

Employment Practices Liability Insurance (EPLI) is essential protection for businesses of all sizes against claims of wrongful termination, discrimination, harassment, and other employment-related issues. Our Employment Practices Liability Insurance Application template makes it simple to gather all the necessary information insurers need to assess your risk profile and provide accurate coverage quotes.

Why This Template Works for Insurance Agencies and Brokers

Insurance professionals know that EPLI applications require detailed information about a company's workforce, policies, and practices. This template captures everything from basic company demographics to nuanced details about hiring procedures, discrimination training, and past claims history—all in a single, professional form that reflects well on your agency.

The clean, structured format guides applicants through complex questions without overwhelming them, while conditional logic ensures they only see relevant follow-up questions based on their previous answers. This means faster completion rates and more accurate submissions the first time around.

Perfect for HR Consultants and Risk Managers

If you're an HR consultant helping clients secure proper coverage, or a risk manager evaluating your organization's insurance needs, this template streamlines the entire application process. Rather than juggling spreadsheets, email chains, and PDF forms, everything is captured in one place with automatic date stamps and audit trails.

The form covers critical risk assessment areas including employee count, turnover rates, harassment prevention policies, background check procedures, and documentation of past employment-related claims or lawsuits. This comprehensive approach helps ensure nothing falls through the cracks.

Automate Your Insurance Workflow with Stepper

Once a submission comes through, you can use Stepper to automatically route the application to underwriters, send acknowledgment emails to applicants, create follow-up tasks for missing documentation, and update your CRM with the new prospect information. This level of automation means your team can focus on providing expert guidance rather than administrative tasks.

For example, you might set up a Stepper workflow that checks if the applicant has had claims in the past three years, and if so, automatically requests additional documentation and assigns the application to a senior underwriter for review.

Key Features of This EPLI Application Template

This template collects essential information across several categories:

• Company Information: Business details, employee counts, locations, and industry classification
• Hiring Practices: Background checks, reference verification, interview procedures, and documentation standards
• Employee Policies: Handbook availability, anti-discrimination policies, harassment prevention, and grievance procedures
• Training Programs: New employee orientation, supervisor training, and ongoing compliance education
• Claims History: Detailed documentation of past employment-related claims, settlements, and current litigation
• Risk Management: HR department structure, legal counsel access, and workplace safety initiatives

The form uses a mix of multiple-choice, text, and file upload fields to capture both structured data and supporting documentation like employee handbooks or training certificates.

Built for Insurance Professionals, Designed for Client Experience

While the questions are thorough, the interface remains approachable and professional. Applicants can save their progress and return later if they need to gather additional information. Clear helper text explains why certain information is needed, reducing confusion and abandoned applications.

The responsive design ensures the form works beautifully whether your clients are completing it on a desktop at the office or on a tablet during a meeting. And because it's Paperform, you can fully customize the colors, fonts, and branding to match your agency's look and feel.

Secure, Compliant, and Audit-Ready

Insurance applications contain sensitive business information, so security matters. Paperform is SOC 2 Type II compliant with enterprise-grade encryption, ensuring that applicant data is protected from submission through to your underwriting team. All submissions are time-stamped and stored securely, creating a clear audit trail for compliance purposes.

You can also set up automated confirmation emails that provide applicants with a copy of their submission for their records, demonstrating professionalism and transparency.

Integration with Your Insurance Tech Stack

Connect this form to your existing tools using Paperform's native integrations or Stepper workflows. Send submissions directly to Applied Epic, AMS360, or other agency management systems. Route data to your CRM, create tasks in your project management tool, or trigger document generation for policy quotes.

This seamless integration means no more manual data entry and fewer opportunities for errors to creep into the underwriting process.

Get Started in Minutes

This template is ready to use right out of the box, or you can customize it to match your agency's specific underwriting guidelines, state requirements, or niche market needs. Add your logo, adjust the questions, modify the conditional logic, and you're ready to start collecting professional EPLI applications that help you write better policies faster.

Whether you're an independent insurance agent, part of a large brokerage, or an in-house risk manager, this Employment Practices Liability Insurance Application template gives you a modern, efficient way to gather the detailed information you need to protect businesses from employment-related risks.