Determine POA
This will help you determine the best course of action or options when tryng to write a new policy and/or rewrite a policy.
For renewal tracking and renewal pay status on column O of your book of business. Use the following color codes to keep it uniform and easy to follow.
Green - Renewal Payment has been made successfully and the policy has renewed for another term
Yellow - Policy billing is on Automatic Pay (such eft or RCC), But we need to monitor to make sure it goes through successfully
Orange - Policy billing is on Paper Bill, we need to identify who is responsible for paying the renewal if its client bill or mortgagee We need to monitor / remind the client to pay the renewal to avoid lapse in coverage.
Blue - Rewrite
Red - Lost Or Cancelled
New Business List
Materials data is a critical resource for manufacturing organizations seeking to enhance products, processes and, ultimately, profitability. This data describes the properties and processing of the materials that these organization uses - metals, alloys, plastics, composite materials, ceramics, etc.
Existing Business List
Standard Fire
Flood Insurance
Earthquake Insurance
Motor Vehicles
Personal Umbrella
Comprehensive Personal Liability (CPL)
Personal Articles Floater
Special Events
Renewal List
Non-Renewal List
Non-Pay List
Unt List
PURL List
P-Card List
PST List
PST (Card)
CPA List
BOR List
Referral List