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This page will provide the needed information to you our agent to allow is to obtain a quick idication so that we will have time to address any situations that may come up during the quoting process. This will also expedite those short fuse submissions.
These guidelines are being provided so that we can turnaround the quotes in a timely fashion and not loose an opportunity!!!!
So please lets help each other and write some business!!
General Liability:
Ø Complete!! Acords 125 & 126 – Please do not leave any answers blank
Ø New Ventures – Must have a separate page (resume) of the owner’s experience! This is a must!
Ø FIEN#: This is a must to submit o any carrier including for us to quote online!!
Ø Loss History:
New Business – No loss letter
Existing – Must have a minimum of 3-years of currently values loss runs 5-years will
help if there is claims frequency!
Ø Markets:
Markets have you submitted the account to, this will help in duplication to carriers!
Ø Premium:
Where we need to be to write the account. This will help in what carriers we will use
Ø Large Losses: Provide a detailed explanation of any losses over 10,000 and safety
steps to prevent future occurrences.
Ø Operations:
Detailed description of their operations to include any web page address, additional
companies owned under the business name.
Ø Supplemental Application:
Carriers will quote off on another carriers supplemental application but at binding will
require theirs to be completed.
If you don’t have one please use the one attached.
Workers’ Compensation:
Ø Complete!! Acords 125 & 130 – Please do not leave any answers blank
Ø New Ventures – Must have a separate page (resume) of the owner’s experience!
This is a must!
Ø Loss History:
New Business – No loss letter
Existing – Must have a minimum of 3-years of currently values loss runs 5-years will
help if there is claims frequency!
Ø Markets:
Markets have you submitted the account to, this will help not to duplicate carriers!
Ø FIEN#: This is a must to submit o any carrier including for us to quote online!!
Ø Premium:
Where we need to be to write the account. This will help in what carriers we will use
Ø Large Losses:
Provide detailed explanation of any losses over 10,000 and safety steps to prevent
future occurrences.
Ø Operations:
Detailed description of their operations to include any web page address, additional
companies owned under the business name.
Ø Supplemental Application:
Applications will be sent to you after we have quoted in our small market systems as
they are generated during the quoting process.
Ø Middle Market Accounts:
Accounts having premiums in excess of 100K and above, will require a completed
supplemental but they will quote off another carriers.
To save time you can use the one provided.
Umbrellas:
Ø Complete!! Acords 125 & 131 – Please do not leave any answers blank
Ø Loss History:
New Business – No loss letter
Existing – Must have a minimum of 3-years of currently values loss runs 5-years will
help if there is claims frequency!
Ø Markets:
Markets have you submitted the account to this will help not to duplicate carriers!
Ø FIEN#: This is a must to submit to any carrier including for us to quote online!!
Ø Large Losses:
Please give a detailed explanation of any losses over 10,000 and safety steps to
prevent future occurrences.
Ø Operations:
Detailed description of their operations to include any web page address, additional
companies owned under the business name.
Ø Supplemental Application:
Applications will be sent to you for review after we have quoted in our system as they
are generated during the quoting process.
Ø Carriers:
We have many carriers that will write over B rated underlying carriers and will
also provide layering over other carriers excess.
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