Completed by:
Ezlynx Client Entry:
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First Applicant:
Second Applicant:
Applicant Address:
Home Risk Entry:
Brush Qualification: (Pimary Markets)
Brush Qualification: (Secondary Markets)
Choose the specific Pro Cover you need based on the situation.
Note: This is very important and the account manager must be consulted prior releasing a quote.
We must considered the following:
1 - Review Compensation and what is best for our agency.
2 - Review all mvr & clue activity to determine desirability.
3 - Print and Combine the Pro-Cover to send quote to client.
Note: You must complete the following BOR processing form since we have a specific jotform for this.
How to send Auto Application
How to enter a Policy
Note: If the client chose not to purchase the policy at this time. Then we must no give up and repend or update the follow up for next year so we can attempt to get the business in the future. If there is a reason why we will not have a future follow up then explain why.
Note: If the BOR form is signed then its now time to send to the carrier for processing, click on the BOR submission process which explains where to send the form.
Aegis BOR Submission Process
A. Modern BOR Submission Process
ASI BOR Submission Process
Bamboo BOR Submission Process
CA Fair Plan BOR Submission Process
Cal Auto BOR Submission Process
Foremost BOR Submission Process
Guard BOR Submission Process
Hartford BOR Submission Process
Hippo BOR Submission Process
McGraw BOR Submission Process
Stillwater BOR Submission Process
Nationwide BOR Submission Process
Safeco BOR Submission Process
Sagesure BOR Submission Process
Travelers BOR Submission Process
Record of Sale:
Sales Board Link
Aegis:
Show me:
Field-2B
American Modern:
ASI:
Bamboo:
CA Fair Plan:
Cal Auto:
Foremost:
Guard:
Hartford:
Hippo:
McGraw:
Nationwide:
Safeco:
Sagesure:
Stillwater:
Travelers: