Policy Remarketing Process

Agent mails a customer notification letter informing client of the upcoming non-renewal notification.

Current carrier non-renewal notification is mailed to the client along with Conditional Renewal Offer letter.

**Agents can bind up to 50 days before effective date of the policy

After the policy is bound, the new carrier will mail proof of insurance and invoice to the mortgage company (for escrow-billed accounts) or customer (for insured-billed accounts).

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

New carrier will mail policy packet to customer.