Complete an Acord 125 (applicant info) and Acord 140 (property). This is only needed to quote property coverage. Property coverage is optional.
Obtain prior carrier loss runs if the expiring premium is over $10,000.
Obtain prior carrier loss runs if there are any prior claims.
Obtain evidence of your agency E&O coverage (either a certificate or a current declaration page). On receiving your first submission, we’ll send a broker agreement for electronic signature.
Submit either completed Acords or narrative description for quote (be sure to include relevant names, ownership info, and payroll split between owners and workers).
Obtain evidence of your agency E&O coverage (either a certificate or a current declaration page). On receiving your first submission, we’ll send a broker agreement for electronic signature.