Admin will gather the following documents, as required, and attach them to an email to send to the carrier: Name of Form/Item New Appointment Form Purpose/Definition This form details DenTen’s information. It is also called an appointment questionnaire or appointment...
An insurance carrier appointment is an authorization that authorizes an agent to act on behalf of the insurance company. These authorizations allow us to write business through that carrier. There are two stages to the process of securing a carrier appointment:...
Within this section, the following topics are covered: Carrier Appointments Licenses Payroll SIAA...
This page contains a variety of objects that can be accessed within the wiki library. Best Practice All those working with XTRF need to update information as it becomes available. For example, as soon as a project manager/salesperson arrives at a price with a client...
This page contains a variety of objects that can be accessed within the wiki library. Best Practice All those working with XTRF need to update information as it becomes available. For example, as soon as a project manager/salesperson arrives at a price with a client...
