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Our services begin with scanning
your current insurance documents into Adobe Acrobat Portable Document (PDF) files. We
send UPS to your location to pick up a box of information you've collected for us, which is then brought to our offices for electronic scanning. All shipments are sent ground traceable, and are tracked by
UPS's excellent system (we have never lost a single client document). We then return your documents within 10 business days of
receipt.
Ideally, you should include all of the following items in the box that you put together:
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- Your current insurance policies.
- Quotations and renewal summaries you may have collected from the past 3 years, but especially for the most recent year.
- Any loss runs you have on hand.
- Any insurance applications or questionnaires you've completed in recent years.
- We need to establish your 5 year policy history for securing loss runs, which we can build in a variety of ways. If you are a contractor, we can pull your workers comp policy history via the internet.
- We will need to establish history for your liability, property, auto, and any other commerical policies. To do so, we will need any and all of the following that you have on hand:
- If you have a policy history already built and available, please include it.
- Copies of the declarations pages from your old policies.
- Please also provide contact information for your brokers from the past few years, including name, company, address, phone, and email address if known. We will set up an authorization letter for you to sign, to enable them to provide us with policy history information.
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We build your
insurance specifications document from the information we collect, and then build a time line for actions to be taken. Based on our findings, we will coordinate a
renewal negotiating strategy with you. With your approval, we
then implement that strategy, and follow through on all the steps necessary to improve your position. |
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