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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.
1.
100 days before effective date
Agent mails a customer notification letter informing client of the upcoming non-renewal notification.
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2.
90 days before effective date
Current carrier non-renewal notification is mailed to the client along with Conditional Renewal Offer letter.
3.
60 days in advance Urban policy is bound
**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).
4.
50 days before effective date
Agent calls customer advising of the new policy followed by an email message.
5.
50 days before effective date
The agent contacts the mortgage company to inform of the new policy, deliver proof of insurance, and process the record change.
6.
Prior to effective date
New carrier will mail policy packet to customer.
7.
After Policies Are Bound, Agents Will Receive
The agency principal will receive an email similar to the below example.
The spreadsheet the agent will receive will contain the new policy information, similar to below example.
They will also receive documents, as seen below.
Our insurance process is designed to support and guide you through every step with ease. 
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