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  • Marketing Submission Quote Request

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    bshuler1100
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    This document is a marketing submission quote request form containing fields for account information like the name, effective date, and need by date. It requests details on coverages, incumbent carrier, premium targets, and financial information like total sales, payroll, and employee counts. It also asks for additional underwriting details including loss history, driver and vehicle information, and remarks.

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    This document is a marketing submission quote request form containing fields for account information like the name, effective date, and need by date. It requests details on coverages, incumbent carrier, premium targets, and financial information like total sales, payroll, and employee counts. It also asks for additional underwriting details including loss history, driver and vehicle information, and remarks.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views2 pages

    Marketing Submission Quote Request

    Uploaded by

    bshuler1100
    This document is a marketing submission quote request form containing fields for account information like the name, effective date, and need by date. It requests details on coverages, incumbent carrier, premium targets, and financial information like total sales, payroll, and employee counts. It also asks for additional underwriting details including loss history, driver and vehicle information, and remarks.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Date Submitted To Marketing:___________________

    Producer:_________________________________
    __
    Marketing Submission Quote Request
    Name of Account: ______________________________________________________

    Effective Date: _______________ Need by Date: _______________

    NEW BUSINESS REWRITE ACCT ROUND REWR MIDTERM

    COVERAGE INCUMBENT PREMIUM TARGET PREMIUM

    BOP or PKGE
    Commercial Auto
    Workers Comp
    Umbrella
    Inland Marine
    Mono-Line
    Other

    TOTAL PREMIUM:

    HOB REVENUE:

    Date Business Began

    Telephone Number

    Federal ID Number

    Experience Mod Updated Exp Mod Needed

    Total Sales

    Total Payroll

    Total # of Employees FT PT Owner Only

    Drivers Included To Follow MVRs Ordered

    VIN #’s Included To Follow Cannot Obtain

    Number of Autos

    Loss Runs Ordered No Loss Letter YEARS INCLUDED ?

    Remarks/Notes:

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