This CPA will guide you to identify which carrier (s) will be the best to write this Risk (LOB)
Step 1: Collect risk info via request for earthquake quote or via Purl for this LOB. (Already done - go to step 2)
Step 2 – Create client in ezlynx if it’s a new client to the agency.
Step 3 – Enter the risk info into ezlynx for bridging to carriers. (Only applies to bridgeable LOB’s).
Step 4 – Identify the carriers that writes this line of business.
Step 5 – Compare final validated rates to determine the best carrier for this risk.
Step 6 – Prepare application for client to Signing
Step 7 – Bind the Policy & Complete Point of Sale
Step 8 – Process BOR & Complete Point of Sale (In case client decides to BOR to our Agency)