Commercial Lines Risk Exposure Evaluation System
• Narrative overviews of operations and exposures for more than 650 business classes
• Recommended SIC, NAICS, GL, and WC codes
• Minimum coverage recommendations
• Risk specific questionnaires designed to identify coverage gaps and exposures and collect information
• Comprehensive list of commercial coverages with succinct definitions to enhance understanding at the point of sale
• Important customer file documentation in the form of a comprehensive checklist of coverages offered, accepted, rejected or not applicable which is signed by the customer and stored in the file
Personal Risk Exposure Evaluation System
• Narrative overviews for: Coastal Properties, Condominiums, Rental Properties, Single Family Dwellings, Tenants
• Risk specific questionnaires designed to identify hidden exposures such as: In home business, Water related, Recreational vehicles
• Important customer file documentation in the form of a comprehensive checklist of coverages offered, accepted, rejected or not applicable which is signed by the customer and stored in the file
• Pre-renewal questionnaire
Coverages Applicable
• Electronic version of one of the best known and used print resources for coverage identification
• Simple and concise coverage explanations and their applications
• Overview of 28 business classes
• Coverage identification for over 600 risks Links to PF&M
