• New Market Onboarding

  •  / /

  • Line of Business Written:

  • Auto (Personal)

  • Primary Home (HO3)

  • Secondary Home (HO3)

  • Renters/Contents (HO4)

  • Owner Occupied Dwelling Fire (Full Time Occupancy)

  • Owner Occupied Dwelling Fire (Seasonal / Secondary)

  • Rental/Investment Home (DP1-DP3)- (Full Time Occupancy)

  • Rental/Investment Home (DP1-DP3)- (Short Term Occupancy)

  • Primary Condo/Townhome (HO6)

  • Secondary Condo/Townhome (HO6)

  • Tenant Occupied Condo/Townhome (HO6)- (Full Time Occupancy)

  • Tenant Occupied Condo/Townhome (HO6)- (Short Term Occupancy)

  • Primary Manufactured/Mobile Home

  • Secondary Manufactured/Mobile Home

  • Tenant Occupied Manufactured/Mobile Home (Full Time Occupancy)

  • Tenant Occupied Manufactured/Mobile Home- (Short Term Occupancy)

  • Vacant Manufactured/Mobile Home

  • Vacant Home

  • Vacant Land

  • Course of Construction (COC)

  • Collectors/Classic Cars

  • Motorcycle

  • Collector/Classic Motorcycle

  • Snowmobile

  • ATV/Low Speed Vehicle

  • Motor Home

  • Travel Trailer

  • Standard Boat

  • Watercraft/Jet Ski

  • Umbrella

  • Personal Articles Floater

  • Special Events

  • Comprehensive Personal Liability (CPL)

  • EQ Primary Home (HO3)

  • EQ Secondary Home (HO3)

  • EQ Renters/Contents (HO4)

  • EQ Rental/Investment Home (DP3)

  • EQ Primary Condo/Townhome (HO6)

  • EQ Secondary Condo/Townhome (HO6)

  • EQ Tenant Occupied Condo/Townhome (HO6)

  • EQ Primary Manufactured/Mobile Home

  • EQ Secondary Manufactured/Mobile Home

  • EQ Tenant Occupied Manufactured/Mobile Home

  • EQ Vacant Manufactured/Mobile Home

  • EQ Vacant Home

  • EQ Course of Construction (COC)

  • Flood Primary Home (HO3)

  • Flood Secondary Home (HO3)

  • Flood Renters/Contents (HO4)

  • Flood Rental/Investment Home (DP3)

  • Flood Primary Condo/Townhome (HO6)

  • Flood Secondary Condo/Townhome (HO6)

  • Flood Tenant Occupied Condo/Townhome (HO6)

  • Flood Primary Manufactured/Mobile Home

  • Flood Secondary Manufactured/Mobile Home

  • Flood Tenant Occupied Manufactured/Mobile Home

  • Flood Vacant Manufactured/Mobile Home

  • Flood Vacant Home

  • Flood Course of Construction (COC)

  • IVANS Download:

  • Downloading

  • LSI Dashboard:

  • Listed on DB Menu

  • Company Page Created on DB

  • Company Folder Created (Shared Drive) and Linked on DB

  • Linked Agency Portal on Company Page 

  • Jotform:

  • Listed on POS for all account managers

  • Listed on CPA 

  • Listed on Process an EOI 

  • Listed on Process an Invoice 

  • Listed on Non-Pay Transactions

  • Listed on Record of Claim 

  • EZLynx:

  • Listed on EZLynx Carrier/Market List

  • Should be Empty: