October Coffee with Carriers Recording
.png "Carrier Mono Brand Colors (1920 x 500 px)")
.png?width=5000&height=2805&name=UFG%20(1).png)
BROKERAGE
AOR/BOR Guidelines
Submissions: Insured Letterhead only
Service & Renewal: A BOR/AOR WET or Docusigned on a BOR form or insured letterhead must be received 30-60 days before renewal only. Additionally, new applications and a policy release for the prior term will be required with the BOR. Notification to the prior agent with the 10-day waiting period. To BOR a Quote: The first agent to have a completed/approved quote holds the ownership.
New Opportunities
Brokerage: A full submission, including currently valued loss runs and completed Acord forms, or 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: $75k minimum brokerage premium or on track to hit 100k yearly production via project plan for subcode consideration. Those numbers can be reduced for monopolistic states with reduced premium opportunity.
Account Diversity: At least 3-4 industries
.png?width=5000&height=2813&name=UFG%20(1).png)
BROKERAGE
AOR/BOR Guidelines
Submissions: Insured Letterhead Only
Service & Renewal: A BOR/AOR WET or Docusigned on a BOR form or insured letterhead must be received 30-60 days before renewal only. Additionally, new applications and a policy release for the prior term will be required with the BOR. Notification to the prior agent with the 10-day waiting period. To BOR a Quote: The first agent to have a completed/approved quote holds the ownership.
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: $500k minimum brokerage premium or on track to hit that number via project plan for subcode consideration.
Account Diversity: At least 4 industries
Brokerage Only 
Subcodes Only 
Brokerage & Subcode 
Extensive Product Restrictions
.png?width=1200&length=1200&name=445110_%20Supermarkets%20and%20Other%20Grocery%20Retailers%20(except%20Convenience%20Retailers).png)
.png?width=1200&length=1200&name=531120_%20Lessors%20of%20Nonresidential%20Buildings%20(except%20Miniwarehouses).png)
%20Merchant%20Wholesalers.png?width=1200&length=1200&name=423720_%20Plumbing%20and%20Heating%20Equipment%20and%20Supplies%20(Hydronics)%20Merchant%20Wholesalers.png)