Managing your carrier contracts effectively can help ensure you start writing business as soon as possible. Here’s a simple step-by-step guide to staying on top of your contracts:
Monitor Your Contracts in the Carriers Tab of your Agent Profile: After submitting your contract, go to "My Profile" on your Equis Agent Dashboard, and navigate to the "Carriers" tab. Look for contracts marked ‘submitted’ and note the "Last Note Date"—this is usually when the contract was sent to the carrier.
Wait 7 Business Days: Allow the carrier up to 7 business days to process your contract. During this time, no follow-up is needed.
Contact the Carrier Directly After 7 Days: If no updates are received after 7 business days, it’s time to be proactive. Call the carrier directly to ask about the status of your submission.
4. Ask for Updates and Next Steps: When speaking to a carrier representative, inquire about when you can expect your writing number or if any additional information is needed to complete the process.
By following these steps, you can ensure your contracts are processed smoothly, helping you get your writing number sooner and avoid unnecessary delays in growing your business!
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