The email will include the payment receipt and quote to assist us in billing. We will make sure the parent and writing company, policy term is correct. If not, we will update…
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)…
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 generate the proposal to include core information such as premium, limits, deductibles, coverage, exposures, endorsements, exclusions, conditions..