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

​​