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We will generate the proposal to include core information such as premium, limits, deductibles, coverage, exposures, endorsements, exclusions, conditions.. -
We will locate the policy, retrieve the loss runs from the carrier's website, or contact the carrier via email to request the loss runs… -
Upon receiving each request, we will visit the respective website and enter details including the insured’s name, mailing address, location… -
Upon receipt, we will locate the insured, extract the certificate holder’s name, address, additional insured wording, waiver of subrogation requirements, and any other specified details from the request… -
We will locate the policy, update the agent management system based on the final audit, incorporating changes to premiums (additional premium or return premium) and exposures (gross sales or payroll)… -
We will verify that the total amount entered aligns with the statement and promptly notify the agent of any discrepancies identified… -
This will include locating the insured, choosing the correct policy, entering the date of loss, a detailed description… -
We will cross-check the policy against the agent management system, binder, quote, expired policies… -
If discrepancies are found, we will notify the carrier for correction and schedule a follow-up to complete the endorsement accurately… -
Upon receipt, we will visit the carrier's website to verify if a reinstatement has been processed… -
Upon receipt, we will identity the changes needed, update the agent management system as per the change request…