BROKERAGE

AOR/BOR Guidelines
Submissions: Standard Acord 36 or Insured Letterhead
Service & Renewal: BOR at Renewal, AOS until renewal

New Opportunities
Brokerage: A full submission, including currently valued loss runs and completed Acord forms or a detailed SOVs/Exposure workbook, is needed.
Digital Submission:  Available- Learn more by Clicking Here.  

SUBCODES

Indium Eligibility
Premier: Must have $200K of total premium across all of Indium & Carrier Minimum
Concierge: Carrier Minimum

Carrier Minimum Eligibility
Premium: $250K in Brokerage Premium for subcode application
Account Diversity: At least 4 industries

BROKERAGE

AOR/BOR Guidelines
Submissions: Standard Acord 36 or Insured Letterhead
Service & Renewal: BOR at Renewal, AOS until renewal

New Opportunities
Brokerage: A full submission, including currently valued loss runs and completed Acord forms or a detailed SOVs/Exposure workbook, is needed.
Digital Submission:  Available- Learn more by Clicking Here.  

SUBCODES

Indium Eligibility
Premier: Must have $200K of total premium across all of Indium & Carrier Minimum
Concierge: Carrier Minimum

Carrier Minimum Eligibility
Premium: $250K in Brokerage Premium for subcode application
Account Diversity: At least 4 industries

BROKERAGE

AOR/BOR Guidelines
Submissions: Signed BOR Letter on Insured Letterhead
Service & Renewal: BOR at Renewal, AOS until renewal

New Opportunities
Brokerage: A full submission, including currently valued loss runs and completed Acord forms or a detailed SOVs/Exposure workbook, is needed.
Digital Submission:  Available- Learn more by Clicking Here.  

SUBCODES

Indium Eligibility
Premier: Must have $200K of total premium across all of Indium & Carrier Minimum
Concierge: Carrier Minimum

Carrier Minimum Eligibility
Premium: $250K in Brokerage Premium for subcode application
Account Diversity: At least 4 industries

BROKERAGE

AOR/BOR Guidelines
Submissions: Standard Acord 36
Service & Renewal: At Renewal- Unique rules for specific states like NC (NC BOR can be submitted at any time; as it will always generate a cancellation/rewrite and will be rerated at that time, and can result in a rate increase. For Watercraft BOR, if policy renewal docs have already been released, a cancel rewrite is required to BOR, which can result in a change in premium).

New Opportunities
Brokerage: Available
Digital Submission: NA 

SUBCODES

Indium Eligibility
Premier: Must have $200K of total premium across all of Indium & Carrier Minimum
Concierge: Carrier Minimum

Carrier Minimum Eligibility
Premium: $250K in Brokerage Premium for subcode application
Account Diversity: NA