Payment Forwarding Address
Payment Forwarding Address
N/A
Embedded Files
Main Phone Number
Main Phone Number
(385) 424-1101
(385) 424-1101
Shared Username/ Password:
Shared Username/ Password:
Direct Code Required
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Carrier Notes
This MGA was formerly known as Scottish American. Travis Hirshi Platinums main broker left Novatae and went to CRC.
Required Documents
Required Documents
All policies require a signed application
Required Steps if you cannot get application: You will not be able to issue the policy.
Payment Types Accepted
Payment Types Accepted
EFT - Sweep account only
Carrier Downloads
Carrier Downloads
No carrier downloads
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Agency Bill - This carrier is agency bill, so you will take your commissions from the down payment you collect and pay the remaining amount to the carrier.
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Contact Information
General
General
Territory Manager
Caleb Whitehouse | (714) 929-7070 cbwhitehouse@novatae.com
Chase Pledger
Chase.Pledger@novatae.com
UW Assistant (Policy Issuance, Endorsement Processing)
Juan Paulo Cuyugan |
juanp@scottishamerican.com
Finance Manager
Stephenie Birmingham | (714) 929-7045 #2 | sbirmingham@yaldi.us
Accounting Dept Manager
Jaime Galvez (Hi Mae) | (714) 550-5050 #0280 |
jgalvez@scottishamerican.com
Account Dept
AccountingWC@scottishamerican.com
Servicing
Codi Hackett | codi.hackett@novatae.com | 385-209-1967
Renewals
Christine Faber | Christinef@novatae.com | 480-526-7889
Rowell Rabara | rowellr@scottishamerican.com
Direct Appointment
Direct Appointment
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