Documentation and other services

  1. Deliver confirmation of coverage once it is placed;
  2. Verify documents submitted by you for onward submission to insurer.
  3. Follow up with insurance carriers to obtain policies and/ or endorsements. We may deliver your insurance policies and endorsements to you electronically;
  4. Review policies and endorsements for conformity with
agreed terms and coverages;
  5. Provide coverage summaries;
  6. At your request, arrange certificates of
insurance from your insurer.
  7. Review premium, rating adjustments, and other related calculations by Insurers;
  8. Provide you with invoices, Remit premiums to insurers and, where applicable, remit taxes and fees to the relevant authorities, following receipt thereof from you;