Onboard a new commercial insurance client

Terms, checks and the demands and needs, done before cover is placed.

1. Send terms of business
2. Get them signed
3. Run ID and sanctions checks
4. Take the client's facts
5. Explain the duty of fair presentation. Most people forget this: Facts left out by the client can void a claim
6. Place the cover
7. Approve the file (Account executive signs off)

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