BROKERAGE

AOR/BOR Guidelines
Submissions: Standard Acord 36
Service & Renewal: Must be submitted in advance of renewal (a minimum of 15 days) as they will offer a 10-day rescission period to the prior agent, and then the policy must be completely rewritten, with a new policy number being issued

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: $50k in brokerage production for subcode application consideration, OR completion of a successful Project Plan
Account Diversity: NA

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: $150k in brokerage premium is required for a subcode application
Account Diversity: At least 3-4 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: $150K in Brokerage Premium for subcode application
Account Diversity: At least 3-4 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: $500K in Brokerage Premium for subcode application
Account Diversity: At least 4 industries