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Additional Contacts
Include any additional emails you'd like to share your results with! If you're completing this on your own, please leave this blank
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3
What is the agent’s role when receiving a messy submission?
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Turn it into a clean, underwriter-ready submission
Send it directly to carriers
Decline the risk
Request higher limits
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4
What should be completed during Step 1: Vet the Risk?
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Confirm operations, locations, and claims history
Bind coverage
Prepare client proposals
Issue certificates
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What is the purpose of Step 4: Clean the Submission?
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Eliminate inconsistencies and attach documentation
Remove coverage endorsements
Reduce premium costs
Close the opportunity
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Why is a client-ready summary important?
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It explains terms in plain language
It replaces the policy
It speeds up audits
It increases commission
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7
What defines a “perfect” submission?
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Clean, accurate, and consistent information
Highest premium quoted
Fastest carrier response
Few coverage options
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8
Score
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Clone of *ALO: Template
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