Embedded Files
Quoting
- Quote with direct carrier
- Submit accounts to agencies for quotes
- Sending the quote proposals to your insureds
Services
- Endorsements
- Cancellations
- Reinstatements
- Invoices
- Payments
- Certificates
- Recommendations
- Renewals
- Rewrites
Application
- Filling out ACORD forms
- Enter account details in your AMS (Agency Management System)
Binding
- Put together binding documents
- Bind quotes with your direct carriers
- Submit bind requests to agencies
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