Insurance Brokerage Placement Procedure illustrated
by a process map for new business requiring ACORD forms.
A Process for Web-based & Technology-related Classes of
Business. Learn what the prospective client
needs, explain what insurers have offered similar firms.
Negotiate a plan of action with the prospective
client to develop a tailored submission process that will result
in placement of insurance with an insurer
for the client. Prepare and send insurers’ final Technology
E&O proposals to the client with summary
order form for authorization to bind. Communicate contact
information to the client for servicing the
insurance policy after it is accepted by the
client.
Profitable Underwriting
John Gilleland - Phone 830-934-2628
© 2004 Profitable Underwriting - All
rights reserved
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