• Receive Renewal / Endorsement / Other Document

  • Calculate $ change (i.e. premium increase + /decrease - ) & why 

  • Add $+/-  to File/Document Title​​ 

  • Example: ​AUTOP DEC 2020-2021 Sigman, Jason +$93

  • Example: ​BOP ENDT 2019-2020 Last Name/Business +$100

  • Formula:   ​Policy Type - Doc Type - Term Year - Last Name/Business - $+/-

​​

  • If premium, decreased

    • Complete Post Conversion Clean-up Process

    • Ensure document is correctly & completely entered in & attached in AMS360

    • Communicate with Producer about:

      • Why/what decreased the cost,  

      • How/what to communicate to insured to:

        • Confirm their client level info and

        • Help them know we are on top of this for them &

        • Ask for other lines of business to quote & help them with

        • (via email, letter, call, visit/discussion?)

    • Attach all notes/documents in AMS360 ​

  • If premium, increased on renewal more than $100 - 

    • Complete Post Conversion Clean-up Process

    • Ensure document is correctly & completely entered in & attached in AMS360

    • Create a Suspense Item & Re-market with all companies

    • Communicate with Producer about:

      • Why/what increased the cost, 

      • Provide top 3 quote options & their differences or Create Comparison Spreadsheet​,

      • How/what to communicate to insured (i.e. email, letter, best 3 quotes, comparison spreadsheet for visit/discussion, call, etc.)

        • Ask for other lines of business to BUNDLE & Save​

    • Attach all notes/documents in AMS360 ​

  • If premium, increased -

    • Complete Post Conversion Clean-up Process

    • Ensure document is correctly & completely entered in & attached in AMS360

    • Communicate with Producer about:

      • Why/what increased the cost, 

      • ​How/what to communicate to or is needed from the insured (i.e. email, letter, info. for a call/visit/discussion)

  • If other document (i.e. inspection notification, recommendations, required info., etc.)

    • Complete Post Conversion Clean-up Process

    • Ensure document is correctly & completely entered in & attached in AMS360

    • Communicate with the insured & cc: Producer about:

      • documentation & next steps/what's needed

    • Attach all notes/documents in AMS360 ​

​Use approved Form Letters, when possible​.

  • ...to get a Form Letter approved

    • Write a draft

    • Have at least 2 of 3 managers approved it (i.e. Bruce, Barb or Jason)

    • Have it entered into AMS360 for all to use

  • Please use Wet Signatures, whenever possible

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