Policy Remarketing Process

The guide below is designed to assist agents in the remarketing efforts of a book of business being non-renewed by a current carrier. 


100 days before effective date

Agent mails a customer notification letter informing client of the upcoming non-renewal notification along with a quote proposal with the new carrier.

Additional resources


90 days before effective date

Current carrier non-renewal notification is mailed to the client.


85 days in advance Urban policy is bound

**Agents can bind up to 139 days before effective date of the policy

One day after the policy is bound Urban Advantage will mail the  invoice to mortgage company (For escrow-billed accounts) or customer.  Additionally, customers will receive:
  • Welcome letter (English and Spanish) 
  • The application
  • Evidence of insurance 


80 days before effective date

Agent calls customer advising of the new policy followed by an email message.


75 days before effective date

The agent contacts the mortgage company to inform of the new policy, deliver invoice, and process the record change


1 day before effective date

Once we receive payment Urban Advantage will mail policy packet to customer.
Urban Advantage

Urban Advantage

Not found

Press "Esc" to return to website.

Press "ESC" to return to website.