Required Documents

Personal Lines: All policies require a signed application and should be kept on the agency file. 

Download the app from the carrier site under Policy Documents

Cancelled policies: A signed app is still required. If identified during the agency audit, the agency won't receive credit for the missing information. In many cases, this could result in a failed audit.

Required Steps if you cannot get the application: It would be best to notify our Underwriting Department to determine if we can get off the risk at the next renewal. It will be important that each attempt is documented. 

What repercussions might the agency face during an audit if a signed application is missing? We will schedule another audit in 90-180 days on newly written policies to determine compliance.

Carrier Downloads

Auto, Home, Renters, Specialty Lines

Commission Statements 

MVRs

N/A

Commission Information

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

Cut off is ________ 

Pays is based on Effective Date of policy _______

Carrier pays based on ________

Payment Types Accepted

EFT, Mailed in Check, Visa, Master Card, Discover, & American Express

Compatable Raters

PL Rater, Turbo Rater

Miscellaneous Information

Agent Binding Authority

up to 1M typically

Maximum Home Values

1.5 to 2 Million

Commercial Minimum Premium

N/A