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..._____________________   AUTOMOBILE/VEHICLE ...ofessional Liability or Malpractice insurance? ...

... AUTOMOBILE/HOME ...ofessional Liability or Malpractice insurance? ...

... to Personal Lines Renewal Review Form and mail to client. By taking a few minutes to fill out and return this brief checklist, you can help make sure that your insurance coverage is up-to-date and complete. FAMILY RISK QUESTIONNAIRE Name Address City State Zip Home Phone Bus.Phone AUTOMOBILE/HOME Yes No 1. Would you consider increasing your deductibles to lower your premium? 2. Do we presently insure all of the vehicles of your household? If not, how many do we insure? ____ of ____ vehicles. 3. ... Do you own minibikes, mopeds, or motorcycles? If so, how many? 8. Do you have vehicles furnished for your regular use that you do not own, such as a company car? If so, how many? 9. Do you want rental reimbursement coverage in the event that your car is damaged in an accident? HOMEOWNERS/RENTERS Yes No 1. Do you own any antiques, fine arts, silverware, or collections such as unique dishes, figurines, and so on? 2. Do you ... Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Work Flow Procedures Manual -Personal Renewal Procedure 4/30/2013 10:40:51 PM by CompleteMarkets Editor This content has not been rated yet. PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direct bill Letter Dear : I am in the process of renewing your ___ policy which expires on ___. ...

... This means that, as they write new and renewal policies, process changes, and interact with clients, insurance professionals must be aware of problems that can arise. OWNERSHIP TRANSFER For example, let's take a look at transferring ownership of homes, personal property, and automobiles to trusts. Many older people cede ownership of such property to adult children to reduce estate taxes or qualify for Medicaid. However, Personal Lines contracts don't include trusts in their definition of "insured," and they don't recognize legal entities. They're written to ... in their renewal process in Personal as well as Business lines. Agencies should also give ongoing training on new cyber risks and products for producers and others who deal with clients. NON-OWNED AUTO EXPOSURES There are also Non-owned Auto exposures, such as short- and long-term car rentals, non-owned autos provided to employees for regular use, autos rented for business purposes with personal credit cards and used for both personal and business ends. In all of these situations, there are coverage gaps to be handled. Few agencies ask their clients the relevant ... Popular Recent All Back Emerging E&O Loss Exposures 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Ken Buehler This content has not been rated yet. With so many new concepts, new types of business, and changes in existing insurance products, insurance agents need to be more diligent than ever in analyzing their Errors and Omissions risks and exposures. Some of the areas that open up agency E&O exposures are trusts, cyber risk, Non-Ownership Auto exposures (Personal and Business Auto), ...

... to answer the questions and return the questionnaire in the enclosed envelope. Name: ____ Address: ____ City: ____ State: _____ ZIP: _____ Home Phone: ____ Business Phone: ____ Date: ____ &# 160 AUTOMOBILE/VEHICLE YES NO &# 160 &# 160 1. Would you consider increasing your deductibles to lower your premium? &# 160 &# 160 2. Do we currently insure all the vehicles in your household? If not, how many do you ... ___ &# 160 &# 160 8. Do you have vehicles furnished for your regular use that you do not own, such as a company car? If so, how many? _____ &# 160 &# 160 9. Do you want Rental Reimbursement coverage in the event that your car is damaged in an accident? &# 160 &# 160 10. Do you own any boats, motorbikes, motor homes, or other recreational vehicles, such as snowmobiles or golf carts? HOMEOWNERS/RENTERS/ ... Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Family Risk Questionnaire 4/30/2013 10:38:09 PM by CompleteMarkets Editor This content has not been rated yet. FAMILY RISK QUESTIONNAIRE We recommend a yearly review of all your insurance policies. This questionnaire makes that review quick and efficient. Please take a moment to answer the questions and return the questionnaire in the enclosed envelope. Name: ____ Address: ____ City: ____ State: _____ ZIP: _____ Home ...

...f homes, personal property, and automobiles to trusts. Many older people cede ...n obvious D&O exposure that the insurance professional should deal with in...