Click to upload Policy Document or drag & drop it here
The app pulls policy/member data, drivers, vehicles, mileage, MVR/CLUE indicators, forms and coverage declinations.
Policy: •Named Insured:
Bound Premium:
Payment
Automatically starts at 10% of premium, rounded to the nearest whole dollar, and remains editable.
Only change this if the price actually being submitted differs from the signed documents (e.g. a mid-term change that wasn't resigned) -- the notes will flag the increase/decrease automatically.
Verified Separately (AIP/MRM)
Not always printed -- check AIP/MRM if blank.
Active Drivers Missing MVR — Review Required
Choose I DRIVER only if confirmed insured on a separate policy — otherwise choose MISSING MVR.
These CLUE names didn't match a rated/excluded driver by name or license number. If you recognize one as the same person (e.g. a prior carrier's nickname-form record), confirm which driver below — otherwise leave unconfirmed and it stays flagged in Warnings.
Warnings — Review Before Submitting
Nothing here gets added to the notes text itself — this is a review checklist only.
Diagnostics / review flags
No document loaded
If there are in bugs or incorrect information, Please paste this into a text file and upload to Teams OLB Notes group
Drop policy documents here or click to choose files
DocuSign documents, the App Checklist and Annual Mileage Worksheet for Auto, or the Homeowners/CEA Checklist and Application for Home -- each file is sorted to the right policy automatically. Several documents at once is fine.
