BROKERAGE

AOR/BOR Guidelines
Submissions: Standard Acord 36 or Insured Letterhead
Service & Renewal: AOR/BOR at 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: NA 

SUBCODES

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

Carrier Minimum Eligibility
Premium: ~$25k in brokerage placement for subcode application
Account Diversity: At least 3-4 policies

BROKERAGE

AOR/BOR Guidelines
Submissions: Standard Acord 36 or Insured Letterhead
Service & Renewal: AOR/BOR at 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: NA 

SUBCODES

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

Carrier Minimum Eligibility
Premium:~$25k in brokerage placement for subcode application
Account Diversity: At least 3-4 policies

BROKERAGE

AOR/BOR Guidelines
Submissions: Standard Acord 36 or Insured Letterhead
Service & Renewal: AOR/BOR at 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: NA 

SUBCODES

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

Carrier Minimum Eligibility
Premium: ~$25k in brokerage placement required for subcode application 
Account Diversity: At least 3-4 policies