It is our intent to protect our insureds AND our relationships with our carriers by writing only good business. If a risk doesn’t meet a provider’s guidelines, PLEASE don’t write it.
FORMS AND CHECKLISTS #
Use these to collect pertinent information from your new risks.
QUOTE SHEETS MUST BE COMPLETE TO GET CREDIT FOR “GATHERING CLIENT INFORMATION” #
*If your quoter has to follow up with your prospect to obtain information that should have been on this form, they will get the credit for obtaining the client information. Some lines of business (such as garage auto) will require specific information not found on the quote sheet. In that case, your CL Rater will provide you with applications for the carrier that is most likely to be competitive. Completion of the application will be required for credit for gathering info.
NOTICE: * If it’s asked on the quote sheet or application, we NEED the info. We don’t ask for any information we don’t need for your quote. Please don’t skip ANY of the information requested or it will delay your completed quote numbers.
APPLICATION CHECKLISTS: #
SIGN OFF SHEETS – TO PREVENT E&O EXPOSURE #
- Pizza Driver Exclusion
- Auto Liability Limits
- PL Questionnaire – Home
- PL Questionnaire – Auto
- Umbrella policy waiver
