Check By Trust

Keep these rules in mind.
Revised on 08/03/06


1. Get them to fax in a copy of the Check or Money Order. Explain to them that we need to see a copy of the Check or Money Order filled out showing the amount and our name.
2. Make sure they know we are “Trusting” them.
3. Fax them a copy of our “By Trust” explanation sheet along with the Proof of Insurance. They must understand that their Fax is not payment.
4. DO NOT bill "Check by Trust" until the money comes in to us.
5. Make sure that the quote sheet is clearly marked as “Check by Trust”.
6. Make sure that you list all communications with the customer.
7. Go through your folder of check by trusts every day. Call those that are more than 3 days old.
8. Call them 4 days old again.
9. Make sure you cancel after 5 days.
10. Cancel it using URBAN endorsement Non pay. Make sure that we did not by error do a contract by error.
11. Always ask if check or money order or if they are coming in.
12. If they have a fax # ask them to send a copy of check or money order.(if we can fax them they can fax us.)