Agent Resources

Insurance Carriers

Carrier Selection

Carrier Guides

Client Records

Manage all clients in HubSpot:

1. Add Client’s Full Name

2. Update Carriers

3. List Your Name as the Contact Owner

 

Shops

Lifesaver

Life

Heart Symbol

Public Health

Heart Symbol

Private Health

Elderly Couple

Medicare

Create Custom Referral Link

Acord Forms

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Broker Record Change (36)

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Cancellation Form (35)

Auto Identification Card (50)

Certificate of Insurance (25)

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Commercial Application (125)

General Liability (126)

Property (140)

Workers Comp (130)

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Commercial Auto (127)

Additional Drivers (163)

Additional Vehicles (129)

Commercial Umbrella (131)

Use CoverWallet to speed up filling in Acord Forms: 125, 126, 130, 140.

 

Make sure to list the correct Agency and Code when filling out Acord Forms.

Events

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