Full name, current address, previous address, driver’s license number, SSN.
Full name, previous address, Date of birth, SSN.
Full name, current address, previous address, date of birth, SSN.
Full name, current address, driver’s license number, make and model of vehicle.
Current continuous 6 month policy period.
Social Security numbers of all drivers listed on policy.
Wait until the RMBC sends the agent a solicitation for Documentation via e-mail.
Submit endorsement and fax the documentation as soon as the insured brings it in.
Pend the endorsement until the insured hands the agent the documentation and it meets the requirements, fax the same day the endorsement is submitted.
Submit the endorsement, no documentation required.
Signed and faxed to the RMBC within 10 business days.
Signed and faxed to the SWDC within 5 business days.
Kept in the insured’s file and wait for a solicitation.
None of the above.
Avoid POSIS review by pro-actively checking any non-compliant items monthly.
Check if they will be eligible to go on a promotion trip.
Make sure they are on pace for bonus.
All of the above.