10
PLAYBOOK TEMPLATES
Warranty Service Agreement
A Warranty Service Agreement details how defects, repairs, and replacements are handled during a product’s warranty period. This playbook emphasizes negotiating fair remedies, service levels, and liability limitations that align with operational realities.
Table of Contents
Insurance & Risk Mitigation
Negotiation strategy
Ensure that the insurance requirements align with the company's risk profile and industry standards. Request regular updates on policy status and changes to maintain continuous coverage.
Negotiate for reasonable insurance limits that reflect the scope of work and potential risks. Provide timely proof of insurance and notify the company of any changes to avoid contract breaches.
Essential elements
1
Insurance Coverage
Types and limits of insurance.
2
Proof of Insurance
Documentation of active policies.
3
Policy Changes Notification
Timely updates on policy changes.
Action framework
ACCEPT
Propose edits if coverage limits are insufficient or not industry-standard.
EDIT
Reject if the clause lacks essential insurance types or proof requirements.
ADD
Add language for indemnity provisions or additional coverage for high-risk activities.
PRO TIP
Regularly review and update insurance requirements to reflect changes in risk exposure and industry standards.
Real-world examples
FAVORABLE
Comprehensive Insurance Clause
"The Contractor shall maintain general liability insurance with a minimum limit of $1,000,000 per occurrence, professional liability insurance with a minimum limit of $500,000, and workers' compensation insurance as required by law. The Contractor shall provide proof of insurance upon request and notify the Company of any policy changes or cancellations within 30 days."
NEUTRAL
Standard Insurance Clause
"The Contractor shall maintain insurance coverage as deemed necessary by the Company, with proof of insurance provided annually and notice of any policy changes or cancellations within 60 days."
UNFAVORABLE
Insufficient Insurance Clause
"The Contractor shall maintain insurance coverage at their discretion, with no requirement for proof or notification of changes."
Alternative scenarios & positions
High-Risk Projects
For projects involving high-risk activities, additional coverage or higher limits may be necessary to ensure adequate protection against potential liabilities.
Industry-Specific Requirements
In industries with specific insurance standards, ensure clauses meet or exceed these requirements to align with best practices.
International Operations
When operating internationally, consider local insurance regulations and adjust coverage requirements accordingly to ensure compliance.
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WEEK 1
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Our CX team works with you to understand your contracting challenges, prioritize key workflows, and identify the biggest impact areas. We build a tailored implementation plan that fits your needs.
WEEK 2
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WEEK 3
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Your team builds initial playbooks, reviews existing clause libraries, and trains the DocJuris agent to align with your internal standards and negotiation positions.
WEEK 4
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