Required Documents

• All policy require a signed application

• Required Steps if you cannot get the application: Contact the UW'ing Dept

• Does the carrier offer e-sign? Yes

• Do we still need signed apps/forms for canceled Policies? Yes

• What to do if you are unable to get signatures from the client if the policy is already canceled?

If discovered at the time of the audit, the agency would not get credit for the missing information. In many instances, it would end in a failed audit.

• What repercussions happen to the agency during an audit if we do not have the signed application?

We will schedule another audit in 90-180 days on newly written policies to determine compliance.

Carrier Downloads

Auto    

MVRs

N/A

Commission Information

Carrier pays around the 3rd-6th of the following month

Cut off is ________ 

Pays is based on Effective Date of policy _______

Carrier pays based on ________

Payment Types Accepted

N/A

Compatable Raters

PL Rater, Turbo Rater