Requirement Templates Guide

Requirement templates are reusable insurance standards that you assign to projects. Instead of configuring requirements per project, define a template once and apply it across multiple projects.

Creating a Template

1. Navigate to Settings > Requirement Templates.
2. Click New Template.
3. Enter a template name (e.g., "Standard Contractor" or "High-Risk Vendor").
4. Enable the coverage types you require (GL, Workers Comp, Auto, Umbrella).
5. Set minimum limits for each enabled coverage type.
6. Toggle required provisions (Additional Insured, Waiver of Subrogation, etc.).
7. Click Save Template.

Editing a Template

1. Open the template from the list.
2. Modify any field — coverage types, limits, or provisions.
3. Click Save Changes.

Cloning a Template

To create a variation of an existing template:

1. Open the template you want to copy.
2. Click Clone Template from the actions menu.
3. A new template is created with the same settings and a "(Copy)" suffix.
4. Rename it and adjust the requirements as needed.

Best Practices

• Name templates by risk tier — e.g., "Low Risk," "Standard," "High Risk" — so project managers can quickly choose the right one.
• Start with industry defaults — Inori provides suggested limits for common industries. Use these as a baseline.
• Avoid over-customization — Fewer templates are easier to maintain. Aim for 3-5 templates that cover your main vendor categories.
• Review annually — Insurance market conditions and legal requirements change. Schedule a yearly review of your templates.