Wednesday, November 25, 2009

Proof of Prior

We always try to quote our lowest rate. If we have to "Guess" we guess low not high.
At the time we take an application, we need to get the most accurate info we can. This could result in us needing to change the quote.
I have found it is easiest to "Requote" at the time we find out the new information; rather that at some later date.



One of the common changes comes when we find out the the person does not have Prior Insurance , even-though our rate reflects that he (or She) had prior coverage.



If the person DOES have prior insurance but we do not have a copy to show to the carrier, we need to get at photo copy.

On the F drive is this letter.

We should have copies handy at all times. If you run low Ask Larry

No comments:

Post a Comment