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Policy Delivery Resources

  • Delivery of a traditional paper policy has not wavered!  While it continues to be the most popular option among agents, more and more clients are opting for e-delivery due to the ease of signing documents and submitting payments.  If you opt for paper delivery, our case managers will guide you through every step.  Our policies are mailed to your office with clear instructions on what to obtain from your client and how to submit everything back to the carrier.  We even go the extra mile by highlighting and tagging each form!

  • -Some carriers do not allow if the payor is other than the insured/owner

    -Trust Owned Policies

    -If operating under a Broker Dealer, they may not allow advisors to use e-delivery (Check with us if you aren’t sure)