Compatibility · Insurance
Quoting & Underwriting
8 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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ACORD forms
Standardized insurance application and certificate forms used across the industry to collect and share consistent risk and policy information.
What it’s used for
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Broker of record templates
Standard letter templates a client signs to name a new broker or agent as the official representative on their insurance policies.
What it’s used for
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Documentation required lists
A checklist telling applicants and agents which documents must be submitted before a quote can be issued or a risk underwritten.
What it’s used for
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Intake questionnaires
A form completed by an applicant or agent that gathers the facts an underwriter needs to evaluate and price a risk.
What it’s used for
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Loss run request templates
A standard letter or form used to ask a current or prior insurer for a policyholder's claims history, or loss runs.
What it’s used for
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Pre-quote info packets
A packet of information gathered from a prospective insured before a quote is prepared, used to assess risk and price coverage.
What it’s used for
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Risk assessment checklists
A standard list of risk factors an underwriter checks before quoting or accepting a policy application.
What it’s used for
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Underwriter contact lists
A roster of underwriters and their contact details, showing who to approach for which types of risk at each insurer.
What it’s used for
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