HELP US HELP YOU!
Customer service is our # 1 priority, and we strive to provide you with the best experience possible!
But did you know that YOU can help us be even better?
Having a complete submission is of the utmost importance to maximize quick turnaround and good service (for you AND your customer).
If you can utilize the following list as some "food for thought" when filling out an app and/or obtaining the info to send us for a quote, it will help us provide you with better service and quicker turnaround.
When completing an app or sending a submission, ask yourself if
we will be able to tell:
-Does your office control the account?
-Is the application
-Is the 'date business started' question addressed?
-If already in business, do you have the prior carrier info
and loss runs?
-If already in business but no prior, why is coverage being sought now?
-If the risk is a new venture, do they have experience in this field?
-If the current carrier is a standard/admitted market, why are they shopping for a Surplus Lines quote?
-If the risk is currently written w/ a carrier we represent, is a Broker of Record (BOR) letter an option?
If BOR is
not an option, what terms, conditions, etc. will be needed for the customer to place their business w/ us?
You would be surprised how many submissions we get where some (or all) of the above is not addressed, which means we then have to ask you for all of this additional info, which takes extra time before we can proceed w/ reviewing (and quoting) your submission.
If you don't have some of this info, but still want to send us the submission, that's okay! Just tell us what you have requested and are waiting on (and then send it to us as soon as you can). It's a win-win for everyone; and we appreciate your help (so that we can do a better job for you as well)!