Monday, December 21, 2009

Info changes when we take application, Procedure

What to do when the info changes when we take the application.



When we take the application and find out information that will change the price, we need to re run the quote ASAP, while the person is still on the phone. Then I need to see that new information and decide if we can live with that difference, or If there is somewhere else we should go.

The same this is true if after I sign off on the application. If after entering the application the rate changes (Most likely due to MVR) Again I need to see that new information and decide if we can live with that difference, or If there is somewhere else we should go.

It is best to catch and react to these problems ASAP.



Sincerely


Larry Lubell
Urban Insurance Agency

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