Thursday, November 17, 2011

Check renewal date when making Policy Changes




Procedure Sheet

Change Of Address, Car or Drivers

This applies to both $ endorsements as well as non $ Endorsements




1. We Must ALWAYS Check the renewal date.



2. If the policy expires within 45 days; we must make a copy of the endorsement request an attach it to the insurance Company Renewal Quote. (Failing to do this will result in us sending a Renewal quote based on the wrong information.)



3. If we already quoted the renewal, then we must work out and send a “Revised Renewal Quote”



Notice 11/17/11

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