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Our 7 Step Process

We ascertain the goals and set attainable expectations

We interview and audit the potential program and new partnership.

At this point, a skeleton program outline is established, projected timelines and a punch list are developed

We then interview insurance carriers for potential interests.

Next, we bring all the parties together and a program is born

Initial systems are set up for processing, training, underwriting and compliance

After all this, you get: Underwriting Guidelines | Rating Structures | Policy Forms | Online Applications