Link for Quoting https://app.pyqai.com/
2 step code
Email- streetsmart@pyqai.com
Google Voice- 917-310-5867
Google Voice login (used for MFA)
login here: https://voice.google.com/
username: streetsmart@pyqai.com
password: kjp.PUQ8cwk1whc0hzp
your new phone number: 917-310-5867
Docs/Acords Personal Carrier Quoting
Most used
All Risk (RT Speciality)
Annex
AmWins
Farmers of Salem
Franklin Mutual
Great Bay Insurance Company
Honeycomb
Hyundai
ICAT
NatGen/NJ Skylands
Plymouth Rock
Providence Mutual
Used few times
FTP
Foremost (Bristol West)
Johnson and Johnson
Orchid Underwriters MGA
Safeco
Stillwater
Travelers
Rarely used
ASI Progressive
Arrowhead
Jimcor
Mercury
MetLife Auto & Home®
Narragansett Bay Ins. Co. (Heritage company)
Nationwide
Openly
TypTap
Universal
Deployed
Running
Most used
All Risk (RT Speciality)
Farmers of Salem
Franklin Mutual
Hyundai
Providence Mutual
Steadily
Used few times
BHHC homestate
Foremost (Bristol West)
FTP
Johnson and Johnson
Orchid Underwriters MGA
Safeco
Stillwater
Rarely used
ICAT
Jimcor
Mercury
MetLife Auto & Home®
Narragansett Bay Ins. Co.
NatGen/NJ Skylands
Nationwide
Openly
Travelers
Universal
Deployed
Running
Most used
All Risk (RT Speciality)
Foremost (Bristol West)
US Assure (Zurich)
Johnson and Johnson
Used few times
BHHC homestate
Tapco
Rarely used
Abraham cohen
Deployed
Running
Most used
American Collectors
Classic Auto Insurance
Used few times
Hagerty
Deployed
Running
Most used
Flood Risk
Neptune Insurance
Wright Flood
Rarely used
Flow flood
Selective
Appalachian
Deployed
Running
Most used
Personal Umbrella.com
Stillwater
Used few times
Anderson and Murison MGA
Plymouth Rock
Deployed
Running
Most used
Progressive
Plymouth
Foremost Star
Deployed
Running
Docs/Acords Commercial Carrier Quoting
For applications is it interchangeable? Can we use a BOP application to quote a general liability or commercial package policy?
Sometimes BOP will contain both liability and property that allows us to quote a commercial package policy or sometimes liability information that can allow us to quote General liability
VIce Versa- a Commercial package can quote BOP or liability/property only.
Most used
Progressive
FMI
Guard
Utica First
Providence Mutual
Used few times
Amtrust
PHLY
Rarely used
Deployed
Hartford
Running
Most used
Progressive
Hartford-test
Tuscano
RT Specialty
Rarely used
Hanover
Deployed
Running
Most used
Progressive
GEICO
Plymouth Rock
National General
Selective
Used few times
Merchants
Travelers
Guard
Berkshire Hathaway
Hartford
Rarely used
Deployed
Running
Most used
Selective
RT Specialty
Tuscano
Honeycomb
Used few times
Rarely used
NationWide
Deployed
Running
Most used
NJCRIB
Hartford- deployed
Used few times
Rarely used
Deployed
Hartford
Running
Selective
Travelers
Merchants
Nationwide
Hartford
Most used
Travelers
Selective
Amtrust
Used few times
Hanover
NationWide
Hartford
Rarely used
Deployed
Running
Most used
Berkshire
Diesel Insurance - Need NTL
Paramount General Agency MGA
Prime Insurance Company
Rocklake Insurance Group MGA - cargoliability.com, physdam.com, autoliability.com
TIP National LLC
Trinity Underwriter
Deployed/Running
GEICO - Need NTL
PROGRESSIVE - Need NTL
COVERWHALE - Need NTL
Liberty Mutual
Access it here
Uploaded a commission statement but some details do not make sense.
Uploaded a commission statement but the negative amounts on the said commission statement were not captured.
Uploaded a commission statement but it does not appear on the “Review Upload” page immediately. I have to click some buttons back and forth for the statement to appear.
Some information was captured like the producer’s name and was under the insured’s name.
https://billing-processing.pyqai.com/
Can it also extract docs from carrier websites?
Carrier chargeback fee
Looking to what we want to accomplish in 2025. Here is something for Audrey to take on. Our books are looking really good and the checklist and Ascend are paying off big time.
Here is an example of the work we need to do to generate 1 producer statement Commission Statements Process Optimization
This requires a lot of manual work whereas if we just got the statements reconciled from the carrier every month (like bank statements) the commission statement would auto generate the number for the producer.
This is an overview of the project
Get statements every month and verify we got paid in Quickbooks
Track how we are paid (mail/EFT)
Understand our commission rate
Reconcile every month
Also, see if we are missing or entering transactions
There is an Ezlynx CSV template that we can use to upload and we are working on ways to automate this.
Let me know what you think, I also want to give Audrey a bonus for doing this. What do you think would be good?
FINALIZE STATEMENTS
Fields